Please ensure Javascript is enabled for purposes of website accessibility
December 1, 2022

Tax Professionals: Tell Us the Stupid Things Your Clients Are Saying to You This Month

With less than two weeks to go until the tax filing deadline, some people (myself included) are starting to think, "Oh, right! My tax return! I should really get on that." Yes! You and I should! Personally, I just file an extension and forget about it for another month or so. For those people who don't see this as an option, they'll spend the next few days stuffing receipts into a shoebox and either running to Brass Taxes or their CPA, sweating and out of breath, asking for the impossible and making idiotic statements. It's the cost of doing tax business.

Thankfully, our favorite Tax Girl, Kelly Phillips Erb, ran down a number of things that many of you tax jockeys are hearing this month that may cause you to consider waterboarding your clients:

11. I’m really busy this week so I’ll stop by on the 17th to do my taxes.
10. I owe more than I did last year. What did you do wrong?
9. I took my girlfriend to Vegas when I was on business so can we say she was working and claim her, too?
8. My ex and I have a divorce agreement about who gets to claim the kids but a lawyer wrote it and I can’t understand it. Can you figure it out?
7. I had surgery in December but didn’t pay for it until January. But I could really use the deduction now. Can we just say I paid it in December?
6. I have a really short tax question.
5. I can’t find my receipts but I can give you a pretty good guess.
4. I forgot my Schedule K/Form 1099-DIV/fill-in-the-blank. Can I fax or email it over later?
3. But I don’t want to file an extension…
2. I want to meet and discuss next year’s taxes. Can we do it on Thursday?
1. Wow, my taxes are so steep, I can’t afford to pay you now.

These are quite good, however, we know that this isn't an all-inclusive list, so we invite you to share the most ridiculous thing your clients are uttering in your direction. We know you're probably pressed for time but think of this as a sort of scream therapy. Don't be shy. It'll make you feel better.  

Eleven Things Your Tax Pro Doesn’t Want to Hear From You This Month [KPE/Forbes] 

Latest Accounting Jobs--Apply Now:

Have something to add to this story? Give us a shout by email, Twitter, or text/call the tipline at 202-505-8885. As always, all tips are anonymous.

Comments are closed.

Related articles

Exposure Drafts: A Very Taxing Thanksgiving

Listen to Oh My Fraud, a podcast by Caleb Newquist and Greg Kyte, and get free CPE through Earmark. And Exposure Drafts holiday cards are now available for purchase through Rubook Creative. Latest Accounting Jobs–Apply Now: Senior Accountant, Nonprofit clients Remote Posted 22 mins ago Operations Coordinator, CPA Firm Remote Posted 22 mins ago Remote Tax Manager Remote […]

a successful accounting practice owner sleeping soundly under his stacks of money

Five Ways to Incorporate Profitability Into Your Practice

It’s official, we have reached the exciting future 1950s sci-fi magazines promised us. We have all the world’s knowledge in a tiny device that fits in our pockets, can get just about anything delivered in two hours or less, and nowadays you don’t even need your hand to open a glove box anymore, just your […]