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Super busy

IRonMaN
Level 15

So IronWoman e-mailed a client a week and a half ago with a few questions on their schedule C.  She gets an e-mail this morning saying "sorry, but we've been super busy" and goes on to answer "some" of the questions.  Thank goodness that someone has been busy in the area because we have been bored stiff just hoping he would get back to us so that we would have had something to do for the last week and a half.  After doing it for a bit, pulling the wings off of flies can only keep you occupied for so long.  Hopefully the rest of you out in Intuit land aren't too bored at this time of year.


Slava Ukraini!
60 Comments 60
Brainstrom
Level 5

I love it when they reply. sorry we have been out of town on vacation.(Good for YOU) I have been stuck in my office trying to finalize tax season while you have been off enjoying time off!!!!

strongsilence
Level 11

These are the times that try CPAs' souls.

linda2
Level 5

Or the ones who give you preliminary information on April 12 and then say they are leaving for vacation the next day.

dascpa
Level 12

Except for 4 family members waiting on huge trust K-1 for extensions, I've been done since Friday.  Heart-rate finally getting back to normal.

2028 we have both Leap Year and April 15th falls on a Saturday so we get 3 extra days to work that year.

IRonMaN
Level 15

"2028 we have both Leap Year and April 15th falls on a Saturday so we get 3 extra days to work that year."

That's assuming we are still alive ---------------------- or not in prison for strangling a client for dropping off stuff on the 12th and then saying they are leaving the next day.


Slava Ukraini!
Brainstrom
Level 5

Just received an email this morning from a client. "Hey I apparently forgot about tax season this year, will you be able to fit me in? I would be very grateful!" HA HA HA HA sure I have nothing better to do this week!!!!

IRonMaN
Level 15

I have one client in her late 30's, that always has to ask when the returns are due.  April 15th is never a date that quite sticks in her brain cells.


Slava Ukraini!
Skylane
Level 12
Level 12

I have about 40 on extension (so far) and heard a few more dropped off paperwork today… most are entitled to refunds… no pressure, no aggravation… no refunds til I get around to it..,, think I’ll make a tee time for tomorrow 

If at first you don’t succeed…..find a workaround
Accountant-Man
Level 13

Yaawwn. Retirement is so relaxing.

** I'm still a champion... of the world! Even without The Lounge.
BobKamman
Level 15

@dascpa Wrong.  April 17, 2028 is a holiday in Washington DC, so (unless repealed) returns from everywhere will not be due until April 18.  So, four extra days.  

IRonMaN
Level 15

"April 17, 2028 is a holiday in Washington DC, so (unless repealed)"

I'm all for repealing Washington.  If we start with a clean slate of elected officials maybe the country will run a little better.


Slava Ukraini!
0 Cheers
Jim-from-Ohio
Level 12
Level 12

325 on extensions. may is already booked

BobKamman
Level 15

April15.jpeg

dascpa
Level 12

Not being sarcastic - you're my hero.

IRonMaN
Level 15

Sorry, but if you are going to post on something I started, sarcasm is required.  😜


Slava Ukraini!
TaxGuyBill
Level 15

@Brainstrom wrote:

"Hey I apparently forgot about tax season this year, will you be able to fit me in? I would be very grateful!" 


 

My answer would be something like "Sure!  I have some openings in May and June.  Are there any particular days or times in May or June work well for you?"

IRonMaN
Level 15

But they would be even more grateful if they could get in tomorrow.  😁


Slava Ukraini!
sjrcpa
Level 15

Who needs that kind of gratitude?


The more I know the more I don’t know.
IRonMaN
Level 15

So you would rather have cash instead of that gratitude?  On April 13th, you can keep the gratitude, I prefer the cash.


Slava Ukraini!
Taxprohere
Level 8

I enjoy my April 15 now in a strange way.  No appts.  I spend the day verifying all returns have been filed, Homebase showing the customized client status details I want, and most importantly, efiling all the extensions that I ensured clients weeks ago I would efile. 😉   End the evening with a few cold beverages, hot wings and mozzarella sticks, and of course, file my own extension!

ljr
Level 9

love all the posts as I've been dealing with almost all the same clients. I unfortunately got suckered into 2 appts tomorrow - missing even one interest statement and straight to extension - Was just planning on using the day to make sure all the returns are accepted - the rejected one are now good. and sitting here answering calls saying extension - see you in May. 

Client calls yesterday WHEN do I have to make my tax payment by? I don't know how about 4/15? 

Sigh! wish you all a happy last day and vacation ! 

 

 

IRonMaN
Level 15

Everybody should know by now that if you didn’t get the benefit of no tax on Social Security, the payment isn’t due until April 31st this year.


Slava Ukraini!
BobKamman
Level 15

But not as busy as last year, thanks to TurboTax

Total e-filing returns received (may not equal subtotals due to rounding)

2025   98,184,000    2026  97,969,000 -0.2
E-filing returns received from tax professionals   53,392,000   52,773,000   -1.2
E-filing returns received from self-prepared   44,792,000   45,196,000   0.9

dascpa
Level 12

You do realize Jim-From-Ohio did all 52,773,000 returns by professional himself.

Jim-from-Ohio
Level 12
Level 12

I've been good this year.. haven't posted how many returns I have completed already as I know the pushback follows. .but I did mention how many on extensions I have.  Very happy with ProSeries again this year.. looking forward to the phone call with them that they extended to us to discuss the program and suggestions..  

My most pressing need/desire from ProSeries is to have the all the forms, as long as IRS has final forms by start of tax day ready to go.

I did not call tech support once this year.

So that really is my only request.. forms ready to go on day one.

Gwen4
Level 3

I've been doing crosswords over here, picking the fleas off the dog!  Not really, the dog would fire me if he had fleas.

I've read most of the responses, and I've got to say you guys are SO SO nice!!  I've been doing this for decades - started when I was 5.  My clients know, you bring me stuff the last week, maybe the last 2 weeks, you may be looking at an extension, "you owe last year, you can pay with your extension or expect a penalty if you DO end up owing - your choice."  Believe me, my clients know I bend over backwards for them.  I answer calls no matter where I am because most of the time, it takes 2 minutes to answer.  But they also know our family has a family business and I have a special needs child that requires a lot of my time, and up until a couple of years ago I homeschooled our daughter who is now going to college to be a veterinarian and I helped take care of my grandparents, not to mention serving for various community non profits.  So my clients know poor planning on their part does not mean an emergency on mine.

I say all that to say, yes sometimes we need to use this forum just to vent, but in case your having a hard time with this, its ok to tell your clients you are not going to drive yourself to an early grave just for them.  We're already probably driving ourselves to an early grave for the collective, but you don't have to do it for one client.  It's ok to say no.  Just for those that need someone's permission, now you have it. 

linda2
Level 5

I love your line: "So my clients know poor planning on their part does not mean an emergency on mine".  Well said!

Gwen4
Level 3

I bet he was in charge of the Learning Centers - you sure he wasn't from MN???

Gwen4
Level 3

How in the heck did you get thru tax season without calling once??  You're my hero!!  I am forever hearing "Huh, wonder why it did that??"

dascpa
Level 12

Haven't called P.S. support in quite a few years. Some problems are your own computer issues. Others are our own input errors. Others are P.S. and a P.S. employee on this board [sometimes] can help. Most of the problems with the software won't ever be fixed (printing goes off the page, this form is not supported, fonts print weird, etc.).

Gwen4
Level 3

I often call just so they know they have an issue - I'm super OCD - and I want my return to be correct.  But I tell them they need to fix it, and then in the survey I will tell them they need to fix it again.  You're right,, though, sometimes it's just me putting something in weird or clicking the wrong square on accident, and they help me find it.  But there are some that the tech will say, "Oh just ignore that."  "Um, no, I don't want to send in my client's return that way."  My favorite is when it tells me to attach a form that appears to already be attached.  So I attach it again.  But at least I'm getting it logged with Intuit that it's not working.  I know some require a signature on the form, and most of mine are state related but still I like them to know that I know they aren't working.

Brainstrom
Level 5

Is it just me or are Tax Professionals extremely busy but under appreciated!!! It is all about each client individually and they can't see past the other Hundreds of clients you are trying to deal with!!! At the end we are burnt out, if you are a client whom procrastinates (Not my problem) We need to self medicate, if that is Fire Ball(Iron Man) or a relaxing vacation in the mountains that is our prerogative!!

Cheers to us ALLLL!!!!!

Accountant-Man
Level 13

Many years ago a client brought info in on Monday, April 13. I told him we would work on it and probably extend it, and he approved.

We finished the next day, called him and he said he'd be in the next day, but didn't come in.

We extended it. Why bother?

** I'm still a champion... of the world! Even without The Lounge.
dascpa
Level 12

Just when you thought you were done - wealthy client died. All assets in a trust. Instead of distributing to the beneficiaries directly, 18 sub-trusts were created, all with payments and tax returns due tomorrow. Why do lawyers make the simple so complex?

linda2
Level 5

Because they are lawyers!!  It seems that's their job.

Skylane
Level 12
Level 12

@dascpa i suppose there will 18 1040-Xs in their futures… blame the attorneys most have likely filed already

If at first you don’t succeed…..find a workaround
IRonMaN
Level 15

Small 990 client calls IronWoman this morning.  New treasurer for the entity that their 990 was originally due March 15th.  She has been "really busy" and is learning Quickooks and asks IronWoman if she can look at her Quickbooks file before her board meeting tonight.  As Bill Engvall would say ----------------- here's your sign!


Slava Ukraini!
Accountant-Man
Level 13

Fees.

** I'm still a champion... of the world! Even without The Lounge.
Gwen4
Level 3

Well, Iron Woman was just waiting for her call, wasn't she?????

 

Gwen4
Level 3

Accountant-man, but look how much fun you're missing by sitting in your easy chair watching soaps and eating Bon bons!!!  You're life must be so so boring!😉

Gwen4
Level 3

DASCPA, I had a friend come to me, thankfully at the beginning of the tax season, with an estate problem.  Mom lived in one state, and daughter (my friend) lives in another.  Mom's is not doing well, so daughter moves mom to her state so she can help her in her final days.  Mom is living with daughter while she still has a house in original state.  Mom dies in 2024, daughter files federal return for mom and non residential in original state and residential in daughter's state.  Then they receive a 1099 in the trust name for the final payout.  So daughter files amended for all three - still all in mom's name under mom's SSN.  IRS sends letter to Mom's address, which is no longer Mom's because by then they've sold the house.  New owners say they sent letter to son/brother but he never got it.  She brings it all to me wondering what she did wrong and how to figure out what is wrong.  😐

Skylane
Level 12
Level 12

AEN.jpg

If at first you don’t succeed…..find a workaround
IRonMaN
Level 15

The good old days - MAD magazine.


Slava Ukraini!
BobKamman
Level 15

As many of you know, I have never taken an accounting course in my life, so to find gainful employment after April 15 I had to go to law school, and now I do a lot of estate planning and probate work because (with rare exceptions) I haven't taken any new clients for 20 years, and I'm just trying to survive the old ones.  

I make sure to tell all my clients that they're not allowed to die before April 15, but one of them didn't make it.  The widow called to report his demise on Sunday, with of course a long narrative about his final days.  That's why I have a sympathetic assistant who patiently listens to such stories.  And passes along the standard advice:  Nothing has to be done right now, except the mortuary arrangements.  We'll get back to you later this week.

Surviving spouse is much younger but recently retired, so after this year may be a nonfiler.  The husband was still working, a W-2 job he could do from home with just a computer, telephone and decades of experience.  Sort of like preparing tax returns. 

Gwen4
Level 3

Hey BobKamman, I have my business degree with a major in Accounting, minor in law, sat for the Exam, keep up with my CPE each year, but the man that taught me about tax returns and more importantly how to deal with the IRS was a real estate agent who started doing returns for his out of state RE clients.  And more power to you and your assistant, the older my clients get the more I deal with that stuff.  I actually had a friend pass away last year and am so thankful I have her attorney to reach out to when I or her parents have issues with her estate.  Because it's normally "I think .  .  . "🙄

Gwen4
Level 3

Skylane, there are times I could pretend I'm an ostrich.

BobKamman
Level 15

neuman.png

IRonMaN
Level 15

By looking at the size of the tax return, you know that picture was taken before the postcard 1040 form was developed.


Slava Ukraini!
Gwen4
Level 3

Iron Man, wait  - there's A POSTCARD??????