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