Monday, February 19, 2018
The floodgates have opened!
As always happens, prior to my annual 30+ year traditional visit to Monmouth County NJ for “house calls” as returns arrive I get them done and out promptly. But once I return from my trip the “do be done” box begins to fill. I now have 18 returns in that box, and 1 in the “red file” (to be done).
The season has gotten off to a good start – I am at least on par with last year’s work completion, and may be somewhat ahead. I will have a better picture at the end of February. No major client issues have arisen yet – and minimal returns have spent any time in the “red file” so far. No weather or equipment issues either.
FYI, my phone has not been on during these past first weeks of the tax filing season. So every day I have been “behind closed doors” – although I have been checking emails regularly throughout the day and responding promptly where appropriate. To be perfectly honest I have enjoyed being able to work without interruptions. I may put the phone, but not the answering machine, on going forward, but have not decided yet. I have become spoiled. In any case – the best way to contact me is always via email at email@example.com – even on Wednesdays.
Before I go - a holiday message. On this President's Day let us remember past Presidents who had intelligence and competence and cared about America and its people, as we struggle to deal with the current one, who clearly does not.
OK – back to the 1040s!
Thursday, February 1, 2018
And now what you have been waiting a year for – my annual posting of:
THE TWELVE DAYS OF TAX SEASON
On the first day of tax season my client gave to me a Closing Statement for the purchase of a home.
On the second day of tax season my client gave to me 2 W-2 forms.
On the third day of tax season my client gave to me 3 mortgage statements.
On the fourth day of tax season my client gave to me 4 Salvation Army receipts.
On the fifth day of tax season my client gave to me 5 Form K-1s.
On the sixth day of tax season my client gave to me 6 1099s for dividends.
On the seventh day of tax season my client gave to me 7 cancelled checks.
On the eighth day of tax season my client gave to me 8 useless items.
On the ninth day of tax season my client gave to me 9 medical bills.
On the tenth day of tax season my client gave to me 10 stock sale confirms.
On the eleventh day of tax season my client gave to me 11 employee business expenses.
On the twelfth day of tax season my client got from me a finished tax return, 11 employee business expenses, 10 stock sale confirms, 9 medical bills, 8 useless items, 7 cancelled checks, 6 1099s for dividends, 5 Form K-1s, 4 Salvation Army receipts, 3 mortgage statements, 2 W-2 forms, and a Closing Statement for the purchase of a home.
And, of course, on the thirteenth day of tax season the client gave to me a corrected Consolidated 1099 from Wells Fargo Advisors!
And so the 2018 Tax Filing Season – my 47th - officially begins. Open the floodgates and bring on the 1040s!
As is my custom, due to the demands of the filing season I will be taking my annual “tax season hiatus” from posting to THE WANDERING TAX PRO and THE TAX PROFESSIONAL.
Between now and April 17th I will barely have time to relieve myself let alone blog! Nor will I have time to respond to comments. If a comment requires a response I will do so after April 17th.
DO NOT EMAIL ME OR SUBMIT COMMENTS WITH SPECIFIC QUESTIONS ABOUT YOUR 2017 TAX RETURN! ALL SUCH ITEMS WILL BE PROMPTLY DELETED UPON DISCOVERY!
I am NOT accepting any new 1040 clients (or any other kind of tax preparation clients). So, don’t email me asking if I can prepare your 2017 tax returns. THE ANSWER IS A MOST DEFINITE "NO".
I will be publishing a WHERE THE FAKAWI post occasionally here at TWTP to keep my clients up-to-date on my progress during the season and to report changes or additions to my tax season policies and procedures. Clients can also keep track of my tax season progress by following me at TWITTER (@rdftaxpro).
I realize that I am abandoning you at a time when you may need me the most – but I need to make a living!
I find it a bit amusing that the period of time when TWTP gets the most “hits” is during the tax filing season when I am not posting.
“Talk” to you when it is all over!