If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. |
|
|
|
Thread Tools | Display Modes |
|
#1
|
|||
|
|||
Ticked off, but should I be? (OT)
When I went back home from SC in April, Mom's 2007 taxes hadn't been done
yet. Dad's 1099-R from his military pension had gone missing and I wasn't able to get a copy prior to the 4/15 deadline. Now, they've been using this woman to prepare their taxes for years. I've no idea what her qualifications are (other than she has a copy of TurboTax and claims she's been a tax preparer for 25 years). She said she'd request an extension. She got all the information including the 1099-R before I left. I didn't get back here until June 9th. During that time Mom had left several messages with this woman asking where are her tax forms? She never heard a word from her. I picked up the gauntlet and started calling. Kept getting voicemail; she never called back. Now, I knew this from when I was here before, Mom had mailed the IRS a check for their 2006 taxes (which was duly cashed) but she neglected to mail the form 1040 with the check. Dad's dimentia was severe by that time and since he didn't tell Mom to mail the forms too, she didn't know any better. For some reason this woman took those forms with her when she took the 2007 stuff. I've no idea why! I have a vague recollection she said she'd take care of it. Well, they (Mom & Dad) got a letter in the mail on 6/30 from the IRS looking for the 2006 forms and giving 30 days to provide proof they'd filed taxes before they'd start assessing penalties, etc. I redoubled my efforts to call this woman. Apparently I wasn't the only one. Her voicemail box was FULL. She wasn't picking up her messages. A couple of times (on 7/2 and then on 7/5) I actually got a person to answer (her grown son and daughter). I confirmed she was in town, she wasn't injured, hospitalized or otherwise incapactated. I left messages indicating it was urgent I hear from her. Nothing. Nada. Zip. On 7/7 I wrote her a letter (Registered Mail) explaining the situation and requesting all the paperwork from 2006 and for tax-year 2007 back. She signed for it; I got confirmation two days ago. Today in the mail we received all the forms from her. There was a note included that said, "Sorry, all the paperwork is done. I had a *meltdown* over some things that happened at home." Believe me, I understand stress. (It feels like all I've lived with this year.) And I understand depression all too well. But if this is your *livelihood* shouldn't you at least have someone return the calls to find out what your clients need? I'm ticked off but I don't know if I should be. Mostly I'm just blowing off steam, I guess. I can tell you this, she won't be doing the 2008 taxes. I still don't know what her qualifications are. I do know she's inexpensive which is surely why Dad chose her in the first place over a CPA or a known tax firm. But hell, anyone can buy a copy of TurboTax. Jill |
#2
|
|||
|
|||
Ticked off, but should I be? (OT)
"jmcquown" wrote in message . .. When I went back home from SC in April, Mom's 2007 taxes hadn't been done yet. Dad's 1099-R from his military pension had gone missing and I wasn't able to get a copy prior to the 4/15 deadline. Now, they've been using this woman to prepare their taxes for years. I've no idea what her qualifications are (other than she has a copy of TurboTax and claims she's been a tax preparer for 25 years). She said she'd request an extension. She got all the information including the 1099-R before I left. I didn't get back here until June 9th. During that time Mom had left several messages with this woman asking where are her tax forms? She never heard a word from her. I picked up the gauntlet and started calling. Kept getting voicemail; she never called back. Now, I knew this from when I was here before, Mom had mailed the IRS a check for their 2006 taxes (which was duly cashed) but she neglected to mail the form 1040 with the check. Dad's dimentia was severe by that time and since he didn't tell Mom to mail the forms too, she didn't know any better. For some reason this woman took those forms with her when she took the 2007 stuff. I've no idea why! I have a vague recollection she said she'd take care of it. Well, they (Mom & Dad) got a letter in the mail on 6/30 from the IRS looking for the 2006 forms and giving 30 days to provide proof they'd filed taxes before they'd start assessing penalties, etc. I redoubled my efforts to call this woman. Apparently I wasn't the only one. Her voicemail box was FULL. She wasn't picking up her messages. A couple of times (on 7/2 and then on 7/5) I actually got a person to answer (her grown son and daughter). I confirmed she was in town, she wasn't injured, hospitalized or otherwise incapactated. I left messages indicating it was urgent I hear from her. Nothing. Nada. Zip. On 7/7 I wrote her a letter (Registered Mail) explaining the situation and requesting all the paperwork from 2006 and for tax-year 2007 back. She signed for it; I got confirmation two days ago. Today in the mail we received all the forms from her. There was a note included that said, "Sorry, all the paperwork is done. I had a *meltdown* over some things that happened at home." Believe me, I understand stress. (It feels like all I've lived with this year.) And I understand depression all too well. But if this is your *livelihood* shouldn't you at least have someone return the calls to find out what your clients need? I'm ticked off but I don't know if I should be. Mostly I'm just blowing off steam, I guess. I can tell you this, she won't be doing the 2008 taxes. I still don't know what her qualifications are. I do know she's inexpensive which is surely why Dad chose her in the first place over a CPA or a known tax firm. But hell, anyone can buy a copy of TurboTax. Jill Jill if she made any mistakes she is responsible for any problems it will take civil court to get the monies I use turbo tax for my business and personal than I would take it to an accountant to make sure it was right. Most of the time turbo tax had more right offs than the accountant could do their self. It cost me 150 a year to do this 99.99 for turbotax and 50 for the accountant And yes I would be mad Your tax person gets a couple of your files in .PDF form and she can easily go back into her account and pull up the information I believe turbo stores 3 years back |
#3
|
|||
|
|||
Ticked off, but should I be? (OT)
Matthew wrote:
"jmcquown" wrote in message . .. On 7/7 I wrote her a letter (Registered Mail) explaining the situation and requesting all the paperwork from 2006 and for tax-year 2007 back. She signed for it; I got confirmation two days ago. Today in the mail we received all the forms from her. There was a note included that said, "Sorry, all the paperwork is done. I had a *meltdown* over some things that happened at home." Believe me, I understand stress. (It feels like all I've lived with this year.) And I understand depression all too well. But if this is your *livelihood* shouldn't you at least have someone return the calls to find out what your clients need? I'm ticked off but I don't know if I should be. Jill Jill if she made any mistakes she is responsible for any problems it will take civil court to get the monies I use turbo tax for my business and personal than I would take it to an accountant to make sure it was right. Most of the time turbo tax had more right offs than the accountant could do their self. It cost me 150 a year to do this 99.99 for turbotax and 50 for the accountant And yes I would be mad Your tax person gets a couple of your files in .PDF form and she can easily go back into her account and pull up the information I believe turbo stores 3 years back I haven't gone line-by-line through the 1040 form for 2007, BUT she DIDN'T SIGN AS THE PREPARER (she did on all prior forms)! She typed in "Self-prepared" (which is blatantly false)! I told Mom I'm going to take it to a known tax service and have them do it. No way is she getting stuck (either way) with a shabbily prepared return because this woman had a "meltdown". Grrrrr. Thanks for your input, Matthew. Jill |
#4
|
|||
|
|||
Ticked off, but should I be? (OT)
"jmcquown" wrote in message
. .. Matthew wrote: "jmcquown" wrote in message . .. On 7/7 I wrote her a letter (Registered Mail) explaining the situation and requesting all the paperwork from 2006 and for tax-year 2007 back. She signed for it; I got confirmation two days ago. Today in the mail we received all the forms from her. There was a note included that said, "Sorry, all the paperwork is done. I had a *meltdown* over some things that happened at home." Believe me, I understand stress. (It feels like all I've lived with this year.) And I understand depression all too well. But if this is your *livelihood* shouldn't you at least have someone return the calls to find out what your clients need? I'm ticked off but I don't know if I should be. Jill Jill if she made any mistakes she is responsible for any problems it will take civil court to get the monies I use turbo tax for my business and personal than I would take it to an accountant to make sure it was right. Most of the time turbo tax had more right offs than the accountant could do their self. It cost me 150 a year to do this 99.99 for turbotax and 50 for the accountant And yes I would be mad Your tax person gets a couple of your files in .PDF form and she can easily go back into her account and pull up the information I believe turbo stores 3 years back I haven't gone line-by-line through the 1040 form for 2007, BUT she DIDN'T SIGN AS THE PREPARER (she did on all prior forms)! She typed in "Self-prepared" (which is blatantly false)! I told Mom I'm going to take it to a known tax service and have them do it. No way is she getting stuck (either way) with a shabbily prepared return because this woman had a "meltdown". Grrrrr. Thanks for your input, Matthew. Jill Ultimately, the tax payer is responsible for filing forms and paying taxes, but the preparer should be liable for any late fees or penalties - you might have to take her to small claims court since it doesn't sound like she is a member of an association that insures its preparers. Good luck with Uncle Sam - I can tell you from experience my in-laws had, you're going to need it! Hugs, CatNipped |
#5
|
|||
|
|||
Ticked off, but should I be? (OT)
"CatNipped" wrote in message ... Good luck with Uncle Sam - I can tell you from experience my in-laws had, you're going to need it! Hugs, CatNipped Won't necessarily be a problem. You have to remember most of the time, the IRS isn't a person. Its a great big computer. You just have to feed the computer what it wants so it doesn't get upset and notify a person. The computer's keepers are very grouchy people who get lied to constantly, so they must be handled nicely. Note: for the most part you just send the computer the forms it asks for. It chokes if you try to communicate with it any other way. The so called 'preparer' should only have signed the return if she was paid to prepare the return (for 2007). If you didn't pay her, and I wouldn't have, she could not and should not have signed it as 'paid preparer'. Jo |
#6
|
|||
|
|||
Ticked off, but should I be? (OT)
Jofirey wrote:
The so called 'preparer' should only have signed the return if she was paid to prepare the return (for 2007). If you didn't pay her, and I wouldn't have, she could not and should not have signed it as 'paid preparer'. Jo She *was* going to get paid. I gather from the tone of my letter (which wasn't rude but was rather why haven't you returned my calls? Where's Mom's paperwork?!) she figured out she wasn't going to get paid. Trust me, she won't get a dime now. All she did was cause my mother unnecessary aggravation and worry. Jill |
#7
|
|||
|
|||
Ticked off, but should I be? (OT)
I would refile them 2006 and 2007
I would also have HR block look at the past records of what she did and she if she made any mistake in your favor. If so take it from there I would contact the irs and inform them of what is going on. I would file an extension yourself on 2007 Also get ahold of the IRS and make them assign a case manager to your case which is required I lets you work with one person and not to many hands inthe cookie jar. Also I would contact an tax attorney and get one that offers a free consultation upfront and get his/her advice Also record any expenses, debts, levies or fines that occur and take this woman to civil court she can be easily proven the person who prepared the taxes and you should be able to recover any cost associated with her doing this She might have signed self prepared but she had to log into the IRS to electronically send it which there is a electronically record of it. You can go down to the local IRS office and request a copy of the files or at least your mom can unless you have power of attorney if that is so than I would leave in a tax attorney hands "jmcquown" wrote in message . .. Matthew wrote: "jmcquown" wrote in message . .. On 7/7 I wrote her a letter (Registered Mail) explaining the situation and requesting all the paperwork from 2006 and for tax-year 2007 back. She signed for it; I got confirmation two days ago. Today in the mail we received all the forms from her. There was a note included that said, "Sorry, all the paperwork is done. I had a *meltdown* over some things that happened at home." Believe me, I understand stress. (It feels like all I've lived with this year.) And I understand depression all too well. But if this is your *livelihood* shouldn't you at least have someone return the calls to find out what your clients need? I'm ticked off but I don't know if I should be. Jill Jill if she made any mistakes she is responsible for any problems it will take civil court to get the monies I use turbo tax for my business and personal than I would take it to an accountant to make sure it was right. Most of the time turbo tax had more right offs than the accountant could do their self. It cost me 150 a year to do this 99.99 for turbotax and 50 for the accountant And yes I would be mad Your tax person gets a couple of your files in .PDF form and she can easily go back into her account and pull up the information I believe turbo stores 3 years back I haven't gone line-by-line through the 1040 form for 2007, BUT she DIDN'T SIGN AS THE PREPARER (she did on all prior forms)! She typed in "Self-prepared" (which is blatantly false)! I told Mom I'm going to take it to a known tax service and have them do it. No way is she getting stuck (either way) with a shabbily prepared return because this woman had a "meltdown". Grrrrr. Thanks for your input, Matthew. Jill |
#8
|
|||
|
|||
Ticked off, but should I be? (OT)
"jmcquown" wrote in message
. .. When I went back home from SC in April, Mom's 2007 taxes hadn't been done yet. Dad's 1099-R from his military pension had gone missing and I wasn't able to get a copy prior to the 4/15 deadline. Now, they've been using this woman to prepare their taxes for years. I've no idea what her qualifications are (other than she has a copy of TurboTax and claims she's been a tax preparer for 25 years). She said she'd request an extension. She got all the information including the 1099-R before I left. I didn't get back here until June 9th. During that time Mom had left several messages with this woman asking where are her tax forms? She never heard a word from her. I picked up the gauntlet and started calling. Kept getting voicemail; she never called back. Now, I knew this from when I was here before, Mom had mailed the IRS a check for their 2006 taxes (which was duly cashed) but she neglected to mail the form 1040 with the check. Dad's dimentia was severe by that time and since he didn't tell Mom to mail the forms too, she didn't know any better. For some reason this woman took those forms with her when she took the 2007 stuff. I've no idea why! I have a vague recollection she said she'd take care of it. Well, they (Mom & Dad) got a letter in the mail on 6/30 from the IRS looking for the 2006 forms and giving 30 days to provide proof they'd filed taxes before they'd start assessing penalties, etc. I redoubled my efforts to call this woman. Apparently I wasn't the only one. Her voicemail box was FULL. She wasn't picking up her messages. A couple of times (on 7/2 and then on 7/5) I actually got a person to answer (her grown son and daughter). I confirmed she was in town, she wasn't injured, hospitalized or otherwise incapactated. I left messages indicating it was urgent I hear from her. Nothing. Nada. Zip. On 7/7 I wrote her a letter (Registered Mail) explaining the situation and requesting all the paperwork from 2006 and for tax-year 2007 back. She signed for it; I got confirmation two days ago. Today in the mail we received all the forms from her. There was a note included that said, "Sorry, all the paperwork is done. I had a *meltdown* over some things that happened at home." Believe me, I understand stress. (It feels like all I've lived with this year.) And I understand depression all too well. But if this is your *livelihood* shouldn't you at least have someone return the calls to find out what your clients need? I'm ticked off but I don't know if I should be. Mostly I'm just blowing off steam, I guess. I can tell you this, she won't be doing the 2008 taxes. I still don't know what her qualifications are. I do know she's inexpensive which is surely why Dad chose her in the first place over a CPA or a known tax firm. But hell, anyone can buy a copy of TurboTax. Jill Not only that, you can get TaxACT free at http://www.taxact.com/. That's what I use. I do pay $5.95 to have them send me the CDs, but you can download it free. Joy |
#9
|
|||
|
|||
Ticked off, but should I be? (OT)
If this were me, and you are dealing with parents and the tax person, I
would take all the papers to a registered accountant and let them sort it out. If the person who prepared the stuff did wrong, then they are held accountable. I feel like you should do this ASAP as if there are penalties, they can add up in a hurry. "jmcquown" wrote in message . .. When I went back home from SC in April, Mom's 2007 taxes hadn't been done yet. Dad's 1099-R from his military pension had gone missing and I wasn't able to get a copy prior to the 4/15 deadline. Now, they've been using this woman to prepare their taxes for years. I've no idea what her qualifications are (other than she has a copy of TurboTax and claims she's been a tax preparer for 25 years). She said she'd request an extension. She got all the information including the 1099-R before I left. I didn't get back here until June 9th. During that time Mom had left several messages with this woman asking where are her tax forms? She never heard a word from her. I picked up the gauntlet and started calling. Kept getting voicemail; she never called back. Now, I knew this from when I was here before, Mom had mailed the IRS a check for their 2006 taxes (which was duly cashed) but she neglected to mail the form 1040 with the check. Dad's dimentia was severe by that time and since he didn't tell Mom to mail the forms too, she didn't know any better. For some reason this woman took those forms with her when she took the 2007 stuff. I've no idea why! I have a vague recollection she said she'd take care of it. Well, they (Mom & Dad) got a letter in the mail on 6/30 from the IRS looking for the 2006 forms and giving 30 days to provide proof they'd filed taxes before they'd start assessing penalties, etc. I redoubled my efforts to call this woman. Apparently I wasn't the only one. Her voicemail box was FULL. She wasn't picking up her messages. A couple of times (on 7/2 and then on 7/5) I actually got a person to answer (her grown son and daughter). I confirmed she was in town, she wasn't injured, hospitalized or otherwise incapactated. I left messages indicating it was urgent I hear from her. Nothing. Nada. Zip. On 7/7 I wrote her a letter (Registered Mail) explaining the situation and requesting all the paperwork from 2006 and for tax-year 2007 back. She signed for it; I got confirmation two days ago. Today in the mail we received all the forms from her. There was a note included that said, "Sorry, all the paperwork is done. I had a *meltdown* over some things that happened at home." Believe me, I understand stress. (It feels like all I've lived with this year.) And I understand depression all too well. But if this is your *livelihood* shouldn't you at least have someone return the calls to find out what your clients need? I'm ticked off but I don't know if I should be. Mostly I'm just blowing off steam, I guess. I can tell you this, she won't be doing the 2008 taxes. I still don't know what her qualifications are. I do know she's inexpensive which is surely why Dad chose her in the first place over a CPA or a known tax firm. But hell, anyone can buy a copy of TurboTax. Jill |
#10
|
|||
|
|||
Ticked off, but should I be? (OT)
On Jul 11, 1:51*pm, "jmcquown" wrote:
When I went back home from SC in April, Mom's 2007 taxes hadn't been done yet. *Dad's 1099-R from his military pension had gone missing and I wasn't able to get a copy prior to the 4/15 deadline. Now, they've been using this woman to prepare their taxes for years. *I've no idea what her qualifications are (other than she has a copy of TurboTax and claims she's been a tax preparer for 25 years). *She said she'd request an extension. *She got all the information including the 1099-R before I left. I didn't get back here until June 9th. *During that time Mom had left several messages with this woman asking where are her tax forms? *She never heard a word from her. *I picked up the gauntlet and started calling. *Kept getting voicemail; she never called back. Now, I knew this from when I was here before, Mom had mailed the IRS a check for their 2006 taxes (which was duly cashed) but she neglected to mail the form 1040 with the check. *Dad's dimentia was severe by that time and since he didn't tell Mom to mail the forms too, she didn't know any better. *For some reason this woman took those forms with her when she took the 2007 stuff. *I've no idea why! *I have a vague recollection she said she'd take care of it. *Well, they (Mom & Dad) got a letter in the mail on 6/30 from the IRS looking for the 2006 forms and giving 30 days to provide proof they'd filed taxes before they'd start assessing penalties, etc. I redoubled my efforts to call this woman. *Apparently I wasn't the only one. *Her voicemail box was FULL. *She wasn't picking up her messages.. *A couple of times (on 7/2 and then on 7/5) I actually got a person to answer (her grown son and daughter). *I confirmed she was in town, she wasn't injured, hospitalized or otherwise incapactated. *I left messages indicating it was urgent I hear from her. *Nothing. *Nada. *Zip. On 7/7 I wrote her a letter (Registered Mail) explaining the situation and requesting all the paperwork from 2006 and for tax-year 2007 back. *She signed for it; I got confirmation two days ago. *Today in the mail we received all the forms from her. *There was a note included that said, "Sorry, all the paperwork is done. *I had a *meltdown* over some things that happened at home." Believe me, I understand stress. *(It feels like all I've lived with this year.) *And I understand depression all too well. *But if this is your *livelihood* shouldn't you at least have someone return the calls to find out what your clients need? I'm ticked off but I don't know if I should be. *Mostly I'm just blowing off steam, I guess. *I can tell you this, she won't be doing the 2008 taxes.. *I still don't know what her qualifications are. *I do know she's inexpensive which is surely why Dad chose her in the first place over a CPA or a known tax firm. *But hell, anyone can buy a copy of TurboTax. Jill Yes, you should be ticked off. This woman had a responsibility to your mother. This is just my experience, but I don't waste money on people who just hang out a shingle as a "tax preparer." I had a bad experience with one, and an even worse one with H&R Block. I use a CPA now. He doesn't charge that much more than the "tax lady" did, and he's available year-round. Something like what happened to your mom would not have happened. If I slip up on something, especially since the task of taking care of Dad's taxes in addition to mine, he calls, and lets me know what I need to provide or need to do. Don't forget, if you feel like there's explaining that needs to be done, that you can call the IRS. I had to with a situation with Dad's return, and found them very helpful and understanding. Sherry |
|
Thread Tools | |
Display Modes | |
|
|