r/taxpros • • 3h ago

Where's my refund? Which clients are you disengaging after today’s deadline?

46 Upvotes

I have a client who I have been bugging to send me his information since March. We finally get it the last week of September. He owes since he sold a rental property and had a gain. I manage to get his return done and send it to him to sign. He is now INSISTING that he does not owe at the state level because, when he logs into the DOR site, it shows $0. Of course, because we haven’t even filed his tax return. He even called them and they told him that no balances are due now. I just can’t anymore. I’ll wait for the letter from the state to come saying he never paid the balance due and then I am firing him.

Happy 10/15!


r/taxpros • • 12h ago

FIRM: Procedures Clients who want onetime help or for you to teach them how to do it

40 Upvotes

Just had two clients come in basically one time. One was a lady with a rental property. Tried to use TurboTax for schedule E. Got confused with AI and then came to me. I did her return and then she complained about my fees. Then she basically asked me to show her how I prepared her return probably so she can try and do it herself next year.

Had another one come in who basically wants me to analyze her withholding so she doesn't owe taxes. Originally wanted to use me for tax prep but seems like she just also wants to keep using turbo tax herself.

I'm just annoyed by these one timers who are only coming to me so they can take the correct returns I prepare and try to copy them next year.


r/taxpros • • 1h ago

IRS, Agency Delays Gotta Love the IRS Today

• Upvotes

Last day, of course I have a couple of returns I am processing today. I got an IP PIN rejection and of course the client didn't give this to me.

The system is down today and they can't get it. 🤦‍♀️

This is just my vent.