Client sends andunreadablepicture of adocument and wehave to request anew copyMyfriend/neighbor/familymember told me...Why aremy taxesso high?Client responds"give me themaximum" whenresponding toquestion on howmuch charity theyhadI did someresearch (orsaw online)that Icould.....Please belogged out ofremoteby___for anupdate..."I alreadysent that"--theydidn'tComplimentfrom a clientfor yourexpertise/hardworkClient foundmoredeductionsafter returnis finishedYou tell ajoke at theMonday9am callClient grabs ahandful of candybefore leavingoffice afterdropping off theirpaper documentsClientshared thewrong yeartaxdocumentsWe send an emailto a client askingfor 5 or more itemsand they resolveall questions in 1email!Client sends5 or moreseparateemails inone dayClient says"I heard Ishould beand S-corp"Friend (not aclient) asksyou foradvice ontheir taxesThree ormore of usmatchedshirt color onthe 9am callClientprovides oneside of atwo-sideddocumentClient onlyprovides 1-2pages of adocument and weneed to requestthe rest of thepagesWe complete400 taxreturns by4/15We complete250 taxreturns by3/15"Thatshould beeverything"--it isn'tYou hearTrey say a"cuss"wordClient providesalldocumentationin initialsubmission! Noquestions!Client sends andunreadablepicture of adocument and wehave to request anew copyMyfriend/neighbor/familymember told me...Why aremy taxesso high?Client responds"give me themaximum" whenresponding toquestion on howmuch charity theyhadI did someresearch (orsaw online)that Icould.....Please belogged out ofremoteby___for anupdate..."I alreadysent that"--theydidn'tComplimentfrom a clientfor yourexpertise/hardworkClient foundmoredeductionsafter returnis finishedYou tell ajoke at theMonday9am callClient grabs ahandful of candybefore leavingoffice afterdropping off theirpaper documentsClientshared thewrong yeartaxdocumentsWe send an emailto a client askingfor 5 or more itemsand they resolveall questions in 1email!Client sends5 or moreseparateemails inone dayClient says"I heard Ishould beand S-corp"Friend (not aclient) asksyou foradvice ontheir taxesThree ormore of usmatchedshirt color onthe 9am callClientprovides oneside of atwo-sideddocumentClient onlyprovides 1-2pages of adocument and weneed to requestthe rest of thepagesWe complete400 taxreturns by4/15We complete250 taxreturns by3/15"Thatshould beeverything"--it isn'tYou hearTrey say a"cuss"wordClient providesalldocumentationin initialsubmission! Noquestions!

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