Friend (not aclient) asksyou foradvice ontheir taxesI did someresearch (orsaw online)that Icould.....We complete400 taxreturns by4/15Client sends andunreadablepicture of adocument and wehave to request anew copyPlease belogged out ofremoteby___for anupdate...Myfriend/neighbor/familymember told me...Client onlyprovides 1-2pages of adocument and weneed to requestthe rest of thepagesClient says"I heard Ishould beand S-corp"Complimentfrom a clientfor yourexpertise/hardworkThree ormore of usmatchedshirt color onthe 9am callClient grabs ahandful of candybefore leavingoffice afterdropping off theirpaper documentsWe complete250 taxreturns by3/15Client foundmoredeductionsafter returnis finishedClient sends5 or moreseparateemails inone dayWe send an emailto a client askingfor 5 or more itemsand they resolveall questions in 1email!"I alreadysent that"--theydidn'tClient providesalldocumentationin initialsubmission! Noquestions!"Thatshould beeverything"--it isn'tClientprovides oneside of atwo-sideddocumentYou tell ajoke at theMonday9am callWhy aremy taxesso high?Client responds"give me themaximum" whenresponding toquestion on howmuch charity theyhadClientshared thewrong yeartaxdocumentsYou hearTrey say a"cuss"wordFriend (not aclient) asksyou foradvice ontheir taxesI did someresearch (orsaw online)that Icould.....We complete400 taxreturns by4/15Client sends andunreadablepicture of adocument and wehave to request anew copyPlease belogged out ofremoteby___for anupdate...Myfriend/neighbor/familymember told me...Client onlyprovides 1-2pages of adocument and weneed to requestthe rest of thepagesClient says"I heard Ishould beand S-corp"Complimentfrom a clientfor yourexpertise/hardworkThree ormore of usmatchedshirt color onthe 9am callClient grabs ahandful of candybefore leavingoffice afterdropping off theirpaper documentsWe complete250 taxreturns by3/15Client foundmoredeductionsafter returnis finishedClient sends5 or moreseparateemails inone dayWe send an emailto a client askingfor 5 or more itemsand they resolveall questions in 1email!"I alreadysent that"--theydidn'tClient providesalldocumentationin initialsubmission! Noquestions!"Thatshould beeverything"--it isn'tClientprovides oneside of atwo-sideddocumentYou tell ajoke at theMonday9am callWhy aremy taxesso high?Client responds"give me themaximum" whenresponding toquestion on howmuch charity theyhadClientshared thewrong yeartaxdocumentsYou hearTrey say a"cuss"word

Tax Season - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Friend (not a client) asks you for advice on their taxes
  2. I did some research (or saw online) that I could.....
  3. We complete 400 tax returns by 4/15
  4. Client sends and unreadable picture of a document and we have to request a new copy
  5. Please be logged out of remote by___for an update...
  6. My friend/neighbor/family member told me...
  7. Client only provides 1-2 pages of a document and we need to request the rest of the pages
  8. Client says "I heard I should be and S-corp"
  9. Compliment from a client for your expertise/hard work
  10. Three or more of us matched shirt color on the 9am call
  11. Client grabs a handful of candy before leaving office after dropping off their paper documents
  12. We complete 250 tax returns by 3/15
  13. Client found more deductions after return is finished
  14. Client sends 5 or more separate emails in one day
  15. We send an email to a client asking for 5 or more items and they resolve all questions in 1 email!
  16. "I already sent that"--they didn't
  17. Client provides all documentation in initial submission! No questions!
  18. "That should be everything"--it isn't
  19. Client provides one side of a two-sided document
  20. You tell a joke at the Monday 9am call
  21. Why are my taxes so high?
  22. Client responds "give me the maximum" when responding to question on how much charity they had
  23. Client shared the wrong year tax documents
  24. You hear Trey say a "cuss" word