Tax Season

Tax Season Bingo Card
Preview

This bingo card has a free space and 32 words: Rush return so ex doesn't claim kid, "My taxes are easy", "See you next year", Client provides time-sensitive notice LATE, "Can I pay when I get my refund?", "I brought my stuff X weeks ago", Client crying, No-show for appointment, Questions about return AFTER signing, "I already gave that to you", Client complains about increase in bill, Reject due to missing 1095-A, Reject due to missing IP PIN, 3+ state returns, Client sends picture instead of PDF, "Where's my refund?", Unopened "important tax docs", Brought info in a shoe box / grocery bag, Amend return due to omitted docs, "It's an LLC" when asked entity type, "My friend / FB / TikTok said.....", "Just checking in" on return, Uploads prior year documents, "I'll get that to you today" (does not), Can't log into client portal / forgets password, "This will be quick" (it's not), "Going on vacation" to rush return, Tries to deduct personal expenses, Estimates?? Never heard of them, Tries to get us to work around drop-off deadline, Didn't know they had to sign/bring back anything and Talks politics.

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