Kristen wears orange Client asks for a copy of 2022 return Ryan wears pink Tax owed over 100k Client mad we filed their extensiom Delivery of tax docs in a box Installment agreement request Client tells you why they had medical expenses Client asks if return is done Client tries to take an animal as an expense 4+ W2's Client calls with an URGENT matter that is not urgent Tax/Work Dream James's door open when needed. Received signed Engagement letter HOH Return Easy Client! Refund over 25k Catch Coleman at his desk Tax Forms stapled to organizer page Documentation is all hand written Deliberate Sunshine on your face 2021 amended Itemized Deductions Client calls 3+ times in the same day Angry phone call Tax forms mixed with organizer Clients asks if we filed their extension AGI over 1M AGI over $450K 3rd request for organizer Blank organizer returned MFS Return Learn new tax concept Donation receipts without amounts Over 20 calls in one day ENDLESS (50+) receipts No Corrections on review! Jennae comes back!!! Rerun in the same day Client writes "???" for an answer Someone tells you "I need coffee" SURPRISE! Kid's Return Kristen wears orange Client asks for a copy of 2022 return Ryan wears pink Tax owed over 100k Client mad we filed their extensiom Delivery of tax docs in a box Installment agreement request Client tells you why they had medical expenses Client asks if return is done Client tries to take an animal as an expense 4+ W2's Client calls with an URGENT matter that is not urgent Tax/Work Dream James's door open when needed. Received signed Engagement letter HOH Return Easy Client! Refund over 25k Catch Coleman at his desk Tax Forms stapled to organizer page Documentation is all hand written Deliberate Sunshine on your face 2021 amended Itemized Deductions Client calls 3+ times in the same day Angry phone call Tax forms mixed with organizer Clients asks if we filed their extension AGI over 1M AGI over $450K 3rd request for organizer Blank organizer returned MFS Return Learn new tax concept Donation receipts without amounts Over 20 calls in one day ENDLESS (50+) receipts No Corrections on review! Jennae comes back!!! Rerun in the same day Client writes "???" for an answer Someone tells you "I need coffee" SURPRISE! Kid's Return
(Print)
Kristen wears orange
Client asks for a copy of 2022 return
Ryan wears pink
Tax owed over 100k
Client mad we filed their extensiom
Delivery of tax docs in a box
Installment agreement request
Client tells you why they had medical expenses
Client asks if return is done
Client tries to take an animal as an expense
4+ W2's
Client calls with an URGENT matter that is not urgent
Tax/Work Dream
James's door open when needed.
Received signed Engagement letter
HOH Return
Easy Client!
Refund over 25k
Catch Coleman at his desk
Tax Forms stapled to organizer page
Documentation is all hand written
Deliberate
Sunshine on your face
2021 amended
Itemized Deductions
Client calls 3+ times in the same day
Angry phone call
Tax forms mixed with organizer
Clients asks if we filed their extension
AGI over 1M
AGI over $450K
3rd request for organizer
Blank organizer returned
MFS Return
Learn new tax concept
Donation receipts without amounts
Over 20 calls in one day
ENDLESS (50+) receipts
No Corrections on review!
Jennae comes back!!!
Rerun in the same day
Client writes "???" for an answer
Someone tells you "I need coffee"
SURPRISE! Kid's Return
