mcb39 Posted March 18 Report Posted March 18 This morning, after two calls trying to find us, in walks an elderly man with a handful of papers. He wanted us to show him how to fill out his tax return on paper. He had just taken a buyout from a Federal job and is doing a personal return on paper. Not only does he have W2 income, but also a Schedule C and a Schedule SE for his wife who has a small business. (But, she never makes a profit) SE? My assistant made a vague attempt to help him out. He doesn't know how to use a computer so we are wondering where he is going to get the forms. My husband was timing how long he was here. I still can't believe that anyone would think they could walk into a tax office and expect to be shown how to prepare his return. Maybe he thought we were one of the tax offices that are closing. 3 1 2 Quote
Sara EA Posted March 18 Report Posted March 18 Did you ask him how he got his return done in the past? 1 Quote
mcb39 Posted March 18 Author Report Posted March 18 11 hours ago, Sara EA said: Did you ask him how he got his return done in the past? Apparently he has always done it himself. Maybe the wife's little side gig threw him for a loop. Quote
Catherine Posted March 19 Report Posted March 19 I had someone call today, looking for help in how to look up whether a particular local charity has filed a public charity report on the state Attorney General's site. As if I knew in the first place, give a bleeping hoot in the second, and third would do such work for a stranger for no fee at any time. What gives with some people?! 1 3 2 Quote
jklcpa Posted March 19 Report Posted March 19 Calls from strangers in earlier years for blank tax forms instead of using the Package X at the library. Like I had nothing better to do than print blank forms. In those days I think the ATX program wouldn't even print a blank form with no data on it, or that's what I said anyway. 6 Quote
Patrick Michael Posted March 19 Report Posted March 19 I have one former client who decided I charged too much for a "simple return" and he could do it on his own. The first year, he called and asked a very simple question that I answered. The next year he called again with another question. I told him my consultation fee would be more than the cost for me to do the return. Never heard from him again. 7 1 Quote
JRS Posted March 19 Report Posted March 19 A few years ago I took my name etc off both IRS and state directories and the stupid questions and help (consultation) stopped. My business was strictly referrals. 3 Quote
Margaret CPA in OH Posted March 19 Report Posted March 19 HRS, how do you take your name and details off the directories? 2 Quote
Catherine Posted March 20 Report Posted March 20 17 hours ago, Margaret CPA in OH said: HRS, how do you take your name and details off the directories? You log in to your preparer account at the IRS and there is an opt-out checkbox somewhere. I forget the details, though. 3 Quote
jklcpa Posted March 20 Report Posted March 20 1 hour ago, Catherine said: You log in to your preparer account at the IRS and there is an opt-out checkbox somewhere. I forget the details, though. That's what I remember too, a checkbox not to share contact information in its directory for the public. 1 Quote
Abby Normal Posted March 20 Report Posted March 20 It's the PTIN Directory you want to opt out of. Numerous sites download that data and make local lists of tax pros. I signed up to have Google search for and alert me about my personal info on the web, then give me the opportunity to have it removed. https://myactivity.google.com/results-about-you 3 2 Quote
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