I really enjoy preparing a tax return where everything comes together so beautifully.Saturday, I got through the entire return and know that, when the last questions are answered, I will have made a family of four, with an income in the… Oh, say, six digits, paying next to no tax. I think I may leave about two or three hundred still payable as I would be over using stuff they can use next year. But I think that they will have a five digit refund coming back, plus another four digits every month from Jan to Jun next year.
This is funny since I managed to get a five digit refund in another branch of the same family last year.
In the past year, I have had several clients’ affairs taken over by family members as they have aged and could not handle routine matters by themselves. But over the last month, I have been faced with a significantly more difficult situation. My client suddenly collapsed – he suffered a stroke and at an early age. This was completely unexpected and he has been unable to communicate, even write, since the stroke.
This presents his family with a difficult problem – he has no power of attorney prepared. There is no way for any of his family to handle his affairs without a power of attorney. His bank has had to put his accounts into trust. I, as his tax preparer, can prepare, but can’t file his tax return. I need a signature from an authorized individual and no one is permitted to sign.
I don’t say this often enough, but I want to thank you for your attention to detail, your commitment to us your clients, your thoroughness and your knowledge. I know this is a rough month for you (& likely always will be!) but you are doing a great job (great seems like too small of an adjective actually… let’s try tremendous!) and you were clearly called to this line of work… it is what you are meant to do!
— Customer Comment
My meeting with Tim was amazing, and he is fast and efficient – he saved me from myself, and set up a meeting early in the new year to get a start on next year’s taxes. I have complete confidence in him and his abilities. Tim is also a very personable guy! Thanks!
— Customer Comment
During the last few weeks, I’ve seen several taxpayers with misunderstandings about record keeping for a vehicle.
The myths
Here are some myths about a vehicle logbook:
