Didn't Brother Cooley already get in trouble this year for suggesting murder in a public forum? 🙂

I've just been referring all of them to @dascpa <shrug>.

So, every year I keep notes on things I should do better next year.  Despite multiple edits over the years, for some reason it's still not quite clear enough exactly what people need to bring me (despite the cover letter, engagement letter, organizer with a concise list of documents they had last year, etc.)  When I get around to updating things for next filing season, my notes so far this year:

  * Remove state stimulus question
  * Something better for tracking QCDs?
  * Make cover letter instructions clearer (maybe bullet points instead of paragraphs?)
  * Be a d i ck  [let's see if that makes it through the *bleeping* censors]

When this is the fourth year I've done your taxes, "I didn't know you needed me to fill out the questionnaire" doesn't exactly fly anymore.  So I'm thinking something like "if you can't bring me a signed engagement letter, completed organizer and ALL of the documents listed some time before the end of March, just go somewhere else."

I can forgive my 86-yo widowed client w/dementia.  And even my 73-yo who somehow ended up with 13 of her "important tax documents" being only available electronically this year.  I've been doing their taxes for over 20 years now, so they get a pass.  But the 40-something with Verizon dividends needs to either get me a 1099-DIV or a 1099-B.  "I didn't get one this year" just means it's in a pile of unopened mail somewhere, because adulting is hard.