Client tells you why they went to the ER for their medical expenses 2+ Installment Sales Snows 3+ Inches Catch Coleman at his desk Over 20 carryovers from 2020 Dinner order missed by restaurant Kristen wears orange Sch C doumentation is all hand written not on organizer PPP Loan forgiven in 2021 Extension payment over 100k Client provides all documentation & organizer (NO QUESTIONS) Miles are SALY (because that makes sense) Ryan wears pink Client sent in 2020 Tax Forms AK Resident Qualified Charitable Distribution Sch C, Sch E, Sch F AGI over 1M 2 Sch C's + 2 Sch E's Household Employee 6+ K-1s 65+ with a dependent HI Resident Server down for over 1 hour 4+ Sch C's Watches a car theft Client mad we filed their extension Moved part way through the year Refund over 25k You tell the joke at the Monday meeting 3+ foreign bank accounts Lives in foreign country Workpapers in + return filed in the same day 3 states Clients asks if we filed their extension IRA, Social Security, Cap Gain/Loss Car accident on 1st & Washington Client calls 3+ times in the same day Over 50k in charity Tax owed over 100k Married Filing Separately Client tries to take an animal as an expense Over 50 Diagnostics to be cleared Client tells you why they went to the ER for their medical expenses 2+ Installment Sales Snows 3+ Inches Catch Coleman at his desk Over 20 carryovers from 2020 Dinner order missed by restaurant Kristen wears orange Sch C doumentation is all hand written not on organizer PPP Loan forgiven in 2021 Extension payment over 100k Client provides all documentation & organizer (NO QUESTIONS) Miles are SALY (because that makes sense) Ryan wears pink Client sent in 2020 Tax Forms AK Resident Qualified Charitable Distribution Sch C, Sch E, Sch F AGI over 1M 2 Sch C's + 2 Sch E's Household Employee 6+ K-1s 65+ with a dependent HI Resident Server down for over 1 hour 4+ Sch C's Watches a car theft Client mad we filed their extension Moved part way through the year Refund over 25k You tell the joke at the Monday meeting 3+ foreign bank accounts Lives in foreign country Workpapers in + return filed in the same day 3 states Clients asks if we filed their extension IRA, Social Security, Cap Gain/Loss Car accident on 1st & Washington Client calls 3+ times in the same day Over 50k in charity Tax owed over 100k Married Filing Separately Client tries to take an animal as an expense Over 50 Diagnostics to be cleared
(Print)
Client tells you why they went to the ER for their medical expenses
2+ Installment Sales
Snows 3+ Inches
Catch Coleman at his desk
Over 20 carryovers from 2020
Dinner order missed by restaurant
Kristen wears orange
Sch C doumentation is all hand written not on organizer
PPP Loan forgiven in 2021
Extension payment over 100k
Client provides all documentation & organizer (NO QUESTIONS)
Miles are SALY (because that makes sense)
Ryan wears pink
Client sent in 2020 Tax Forms
AK Resident
Qualified Charitable Distribution
Sch C, Sch E, Sch F
AGI over 1M
2 Sch C's + 2 Sch E's
Household Employee
6+ K-1s
65+ with a dependent
HI Resident
Server down for over 1 hour
4+ Sch C's
Watches a car theft
Client mad we filed their extension
Moved part way through the year
Refund over 25k
You tell the joke at the Monday meeting
3+ foreign bank accounts
Lives in foreign country
Workpapers in + return filed in the same day
3 states
Clients asks if we filed their extension
IRA, Social Security, Cap Gain/Loss
Car accident on 1st & Washington
Client calls 3+ times in the same day
Over 50k in charity
Tax owed over 100k
Married Filing Separately
Client tries to take an animal as an expense
Over 50 Diagnostics to be cleared
