RitaB Posted February 20, 2016 Report Posted February 20, 2016 My new policy on simple returns is to tack on $50 for the first “it’s simple” and $25 for each subsequent “it’s simple,” up to three. Then it’s gonna be, “You’re right, this is really too simple a return for me to prepare as I specialize in difficult returns. Thanks for calling, but I can’t take this engagement.” "I should just do this myself," gets a punch in the stomach thru the phone. 12 Quote
JohnH Posted February 20, 2016 Report Posted February 20, 2016 OK. So what's the penalty for "You could probably do my return in your sleep." ?? 7 Quote
RitaB Posted February 20, 2016 Author Report Posted February 20, 2016 7 minutes ago, JohnH said: OK. So what's the penalty for "You could probably do my return in your sleep." ?? Electrocution thru the phone. 8 Quote
rfassett Posted February 20, 2016 Report Posted February 20, 2016 Had one walk in off the street this week who had the return done last year by a local back porch preparer (translated low fee). Asked our fee. We prefaced the response with, it is going to be A LOT more than last year and then quote him a number. He says he would rather pay that and know that it is right. (I should mention that this guy was referred by an ex-client). Then this guy proceeds to ask if we give military discounts. I ask if he is in the military and he says no, but I was. Then he proceeds to mention that Liberty will do the return for free. I start for the door to open it so he does not break it when I kick him out but he stops me and says, I will pay whatever you charge me because you come highly recommended. This ought to be fun. 8 Quote
kcjenkins Posted February 20, 2016 Report Posted February 20, 2016 Hey, can't blame a guy for trying, right? LOL Think about him this way. Just be glad you got that out of the way up front. Much nicer than when they wait till you've done all the work, then start 'bargaining' over the fee. That's the kind that make you wish you could just shoot them. 2 Quote
Lion EA Posted February 20, 2016 Report Posted February 20, 2016 We can, can't we? Hey, Catherine, isn't there something in the second amendment about well-regulated militia and tax preparers and jerky wannabe clients? 6 Quote
michaelmars Posted February 20, 2016 Report Posted February 20, 2016 3 hours ago, JohnH said: OK. So what's the penalty for "You could probably do my return in your sleep." ?? THATS OVERTIME, MY FEE JUST 2X. 8 Quote
michaelmars Posted February 20, 2016 Report Posted February 20, 2016 1 hour ago, Lion EA said: We can, can't we? Hey, Catherine, isn't there something in the second amendment about well-regulated militia and tax preparers and jerky wannabe clients? No you can't shoot them but many idiots don't know that. My office is full of 2nd amendment and NRA posters, a few of my martial art trophy's, a display of swords and Escrima sticks, etc. My receivables are -0-. 8 Quote
JohnH Posted February 20, 2016 Report Posted February 20, 2016 Michael: You got my attention with just the descriptions. I don't happen to owe you any money, do I? 6 Quote
Catherine Posted February 21, 2016 Report Posted February 21, 2016 5 hours ago, michaelmars said: No you can't shoot them but many idiots don't know that. My office is full of 2nd amendment and NRA posters, a few of my martial art trophy's, a display of swords and Escrima sticks, etc. My receivables are -0-. No NRA posters in my office but beside the door to the inner office (mine) is a photo of me with my Wah Lum Kung Fu double broadswords. Maybe on the other side of the door I should put up a picture of myself on the line at the spring rifle league matches. @Margaret CPA in OH you remember holding my pretty purple rifle don't you? 2 Quote
mcb39 Posted February 21, 2016 Report Posted February 21, 2016 Isn't it amazing that the same Lingo is a National Art? Thank you HRB and TurboTax commercials! And, Liberty will NOT do it for free. I do prepare returns for ACTIVE military pro bono. 2 Quote
Richcpaman Posted February 21, 2016 Report Posted February 21, 2016 "it's a simple Return". Ok, what do we have? Bankruptcy Foreclosure New Schedule C for a Financial Advisor (after bankruptcy? Wow...) But I still have my same job and two kids... Sheesh. Rich 4 Quote
michaelmars Posted February 21, 2016 Report Posted February 21, 2016 "Wah Lum Kung Fu double broadswords" I had to google these, nice swords. here is my favorite pic 6 Quote
Jack from Ohio Posted February 21, 2016 Report Posted February 21, 2016 Just picked up a 7 year old retread client. 2 W-2s and a 1098INT. Price increase over normal is happening. After tax year 2008, they have not communicated with me. Their info was in my drop box today. I don't know if their return fits the description of "simple?" 3 Quote
Catherine Posted February 21, 2016 Report Posted February 21, 2016 2 hours ago, michaelmars said: "Wah Lum Kung Fu double broadswords" I had to google these, nice swords. here is my favorite pic This link is to a Concord MA Wah Lum school double broadswords photo - from their online gallery; not my school. The photo in my office is the same pose but from the other side so you can also see the lower, horizontal sword. Also I am wearing all black instead of exhibition red. Concord broadswords 1 Quote
Margaret CPA in OH Posted February 21, 2016 Report Posted February 21, 2016 Yup, I can vouch for Catherine's scary weapons. I was very polite during my visit - and so was she. And her awards collection is awesome! I just run marathons and scuba dive... 1 Quote
BulldogTom Posted February 21, 2016 Report Posted February 21, 2016 1 hour ago, Catherine said: This link is to a Concord MA Wah Lum school double broadswords photo - from their online gallery; not my school. The photo in my office is the same pose but from the other side so you can also see the lower, horizontal sword. Also I am wearing all black instead of exhibition red. Concord broadswords Remind me to never, ever make you mad. You could be scary if ever crossed. Tom Newark, CA 2 Quote
kcjenkins Posted February 21, 2016 Report Posted February 21, 2016 2 hours ago, Jack from Ohio said: Just picked up a 7 year old retread client. 2 W-2s and a 1098INT. Price increase over normal is happening. After tax year 2008, they have not communicated with me. Their info was in my drop box today. I don't know if their return fits the description of "simple?" Maybe they moved away and just moved back in 2015? Quote
Catherine Posted February 21, 2016 Report Posted February 21, 2016 30 minutes ago, BulldogTom said: Remind me to never, ever make you mad. You could be scary if ever crossed. Tom Newark, CA My family will tell you that my temper is flash-in-the-pan. Something gets me royally ticked off, for ten seconds I yell at whatever thing has offended me (or some inanimate object for when the thing is a client or family member), it's done. Can't even remember it; don't hold grudges. I'm generally a happy person. 3 Quote
Bart Posted February 22, 2016 Report Posted February 22, 2016 2 hours ago, Catherine said: I'm generally a happy person. She will happily shoot at anybody or anything. 4 Quote
Jack from Ohio Posted February 22, 2016 Report Posted February 22, 2016 3 hours ago, kcjenkins said: Maybe they moved away and just moved back in 2015? They never moved. Just disappeared from my client list with no explanation. Still living in the same house. 1 Quote
mcb39 Posted February 22, 2016 Report Posted February 22, 2016 17 hours ago, Jack from Ohio said: Just picked up a 7 year old retread client. 2 W-2s and a 1098INT. Price increase over normal is happening. After tax year 2008, they have not communicated with me. Their info was in my drop box today. I don't know if their return fits the description of "simple?" Of course it is "simple"! They ALL are!!!!! 2 Quote
Catherine Posted February 22, 2016 Report Posted February 22, 2016 13 hours ago, Bart said: She will happily shoot at anybody or anything. I will happily shoot at any piece of paper with concentric circles and a bulls-eye that is properly and safely back-stopped. When other conditions are also safe, and I have safe equipment. 1 Quote
ILLMAS Posted February 22, 2016 Report Posted February 22, 2016 I had a non-client call me last week and left me a message that he had some questions in how his tax return was prepared to call him back. 4 Quote
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