How is this my problem?

Forum|Forum|2 years ago
April 9, 2024
3 replies
21 views

Received phone call from a non-client member of LLC that I am preparing. First year for this LLC. This non-client member is angry because his tax preparer finished his return without the K-1 and now will need to redo the return. How is this my problem ?

He is also angry because I did not return his call last week to tell him if I was done yet. I refuse to call someone to say I'm not done. If you don't have the paperwork from me it's obvious it's not done. Not wasting my time making that call.

This topic has been closed for replies.

BobKamman

Level 15

What we have here is a failure to communicate. The LLC should know that there is one person (or more, if you choose) who is responsible for providing information needed for tax preparation, and for communicating to other members the status of the return. The designated individual(s) should be aware that all inquiries from other members should flow through them.

Same situation applies to estates and trusts. There may be five beneficiaries, but there is one personal representative or trustee, and that person is the contact point in both directions.

dkhAuthor

Level 15

I think you missed my point. This person is angry with me because his preparer completed his return without including the K1. I have no control over his preparer.

I do agree with your point of having one member of LLC as contact person. This non-client member isn't even involved in the daily operations of the business. I've been working with the other member that runs the business. They are brothers.

PATAX

Level 12

never got a single call asking if a return was done yet.. that's because I do all returns with clients here.. 20-45 minutes.. in.. no time for chit chat.. return done.. thank you for trusting me with your taxes.. i hope you have a good year. (does that count as chit chat? ) 🙂

@Jim-from-Ohio I agree with you about the Chit Chat, you are right about that. But most of the returns that I do take me too long so the client can't sit here and wait.

PATAX

Level 12

If that taxpayer knew that he did not have his K1, then why did he sign the e-file authorization form(s)? I wouldn't worry about it.

IRonMaN

Level 15

Tell, the person that you are sorry for his troubles and that you will get right to the source of the problem. Then hand him a mirror and tell him to take a good look at who he really needs to blame. Stupid is one thing, but stupid and rude is in a league of its own.

Slava Ukraini!

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