tag:blogger.com,1999:blog-4402283548766807872.post5283030066806797409..comments2024-03-14T19:35:14.456-04:00Comments on The Blunt Bean Counter: Confessions of a Tax Accountant -2012- Week 5 - The Top Ten Accountant Pet Peeves about Personal Income Tax SeasonThe Blunt Bean Counterhttp://www.blogger.com/profile/11358868550072516313noreply@blogger.comBlogger22125tag:blogger.com,1999:blog-4402283548766807872.post-63220733347634464012012-04-23T13:21:31.532-04:002012-04-23T13:21:31.532-04:00Anon, dont confuse knowledge and simplicity- on si...Anon, dont confuse knowledge and simplicity- on simple returns I agreee totally, any complexity mistake if you ask me.The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-45769890896777006212012-04-23T12:16:00.253-04:002012-04-23T12:16:00.253-04:00What do you expect? Knowledgeable and well-organiz...What do you expect? Knowledgeable and well-organized folks are doing their own tax returns with one of the dozens softwares available, for an average cost of $20.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-38327644467383407552012-04-22T08:21:02.773-04:002012-04-22T08:21:02.773-04:00I've done at least half of these in the past. ...I've done at least half of these in the past. I apologize officially to the tax preparation community. I have reformed since then.<br /><br />Thank you for being patient with those of us who appreciate the help.James Meyerhttp://walk.ingwithgod.comnoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-69605992411928287792012-04-22T08:17:45.514-04:002012-04-22T08:17:45.514-04:00Hey Ross
Great blog post about your CA, pretty fu...Hey Ross<br /><br />Great blog post about your CA, pretty funny. I guess we all operate differently.<br /><br />Not sure if you are being sarcastic or not about your CA not responding to calls or emails, but I was mentored early on to always respond to client questions on a timely basis, even if it is a message to tell them when I will get a chance to respond. Because I was mentored this way, my issue is dealing with others who are not responsive.<br /><br />Personally, I would never accept a shoe box no matter what and I will still take on corporate clients, although I very rarely take on personal tax clients anymore.<br /><br />Anyways, different strokes for different folks and you appear to be very content with your CA relationship, so good for you.The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-30891241792005468642012-04-21T19:17:58.957-04:002012-04-21T19:17:58.957-04:00Great post thanks - I'm going to send the link...Great post thanks - I'm going to send the link to my guy - you might like this post I wrote about him a couple of months ago. It was originally called The Tax Nazi - I was too scared to send him the article though.<br /><br />http://askross.ca/2012/01/the-tax-nazi/RossTaylorhttp://www.askross.canoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-1959345706256834962012-04-19T21:58:43.540-04:002012-04-19T21:58:43.540-04:00I agree with BBC! I had a client call to confirm ...I agree with BBC! I had a client call to confirm what he had to pay in tax...which was already written on a transmittal letter, in the 5th page of the return, AND on a remittance voucher! Sometimes if folks could take an extra 5 minutes to read stuff, it would save alot of time all round!! Like BBC said, most accountants do try to help folks understand.POhttps://www.blogger.com/profile/13023603457190104948noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-24839553935145733252012-04-16T23:13:36.723-04:002012-04-16T23:13:36.723-04:00All of those on the list are my clients!All of those on the list are my clients!Chris Gebhardhttps://www.blogger.com/profile/06986762089668092443noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-28015881769547196122012-04-16T16:23:24.255-04:002012-04-16T16:23:24.255-04:00Daniel, I know our firm and others I have worked a...Daniel, I know our firm and others I have worked at, send out various letters, links to forms etc to ensure the informaion exchange is seamless. I have almost no issue with my clients in regard to my top ten in my blog,other than getting timely information in some cases.<br /><br />If your accountant does not communicate their needs to you, the ask them straight up.The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-67058920739070813252012-04-16T15:25:40.851-04:002012-04-16T15:25:40.851-04:00I think the problem is with the lack of informatio...I think the problem is with the lack of information accountants give to their clients... you would have far fewer problems if you educate your clients better. What I see here is a great opportunity for someone to take the initiative and set them self apart from other accountants.Daniel S.http://seriousmonkey.canoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-5057170899882666002012-04-15T09:56:34.656-04:002012-04-15T09:56:34.656-04:00Thx, unfortuantely we are a little backlogged; so ...Thx, unfortuantely we are a little backlogged; so please be available on April 30th at 10:00 to pick up your return and have it registered by the post office:)The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-1331359364152644162012-04-14T19:20:47.586-04:002012-04-14T19:20:47.586-04:00Mark, we sent you our tax stuff on Friday. Is it ...Mark, we sent you our tax stuff on Friday. Is it done yet?Al and Marcnoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-62744684745271692022012-04-13T09:25:18.037-04:002012-04-13T09:25:18.037-04:00Thanks. I'll do that. I was thinking about tha...Thanks. I'll do that. I was thinking about that exact thing while I read your blog this morning. :)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-55613476556132261642012-04-13T08:32:07.249-04:002012-04-13T08:32:07.249-04:00thx Anon--you sound like a good client-- however, ...thx Anon--you sound like a good client-- however, u may want to ask your accountant whether he/she likes the sticky notes-- they may prefer a written summary page- I personally hate sticky notesThe Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-55974930127479606162012-04-13T07:51:21.393-04:002012-04-13T07:51:21.393-04:00This was enjoyable. Thanks. I'm a client who h...This was enjoyable. Thanks. I'm a client who has committed NONE of these sins. lol I organize, label, and provide many sticky notes filled with info. Possibly, THAT drives my accountant crazy! lol Maybe I should ask for a "good client" discount! lol. :) I, actually, really appreciate my accountant.<br /><br />Wishing you all good clients and a restful May. :)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-18127551312158108822012-04-11T07:31:25.135-04:002012-04-11T07:31:25.135-04:00Hi Anon:
If you have T3 or T5013 slips that come...Hi Anon: <br /><br />If you have T3 or T5013 slips that come in April, we prefer to receive all your cap gain info, rental income etc and T4, T5's RRSP in mid march. Then a second batch the 2nd week of April with t'3s and T5013's. Or if you only have a couple of these type slips, then emailing is fine. Sending multiple emails with individual slips wastes our time and the slips have a good chance of getting lost or misplaced when you have hundreds of pieces of paper being sent by a hundred different people. You should ask your accountant what they prefer.The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-79729352499291398472012-04-11T00:03:30.336-04:002012-04-11T00:03:30.336-04:00Re: point #2 -- what to do?
Wait until they'r...Re: point #2 -- what to do?<br /><br />Wait until they're all in before giving you the papers (but then you get the info at the "last minute"), or wait until most tax slips are in, and then PDF/mail you the stragglers?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-44291230456335345662012-04-10T17:32:31.016-04:002012-04-10T17:32:31.016-04:00They just wanted absolute clarity in their return ...They just wanted absolute clarity in their return :)The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-34218583031882829892012-04-10T15:30:54.410-04:002012-04-10T15:30:54.410-04:00In response to Number 2 - we had a client who took...In response to Number 2 - we had a client who took a photo of every slip when they received it and emailed individual JPEGs daily.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-35148171769504302702012-04-10T13:12:53.464-04:002012-04-10T13:12:53.464-04:00Thx Pursuit99, like that idea, i will use it at so...Thx Pursuit99, like that idea, i will use it at some point.The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-37776775261415066942012-04-10T10:26:13.725-04:002012-04-10T10:26:13.725-04:00Thanks for the heads up on what not to do. It rea...Thanks for the heads up on what not to do. It really is helpful. Now, how about a list of ten specific solutions or strategies that really benefit the process of personal tax completion for both you and the client.Pursuit99https://www.blogger.com/profile/03325818430279854871noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-72078856992437575482012-04-10T09:25:45.458-04:002012-04-10T09:25:45.458-04:00thx, I guess you will be on day 50 by April 30th- ...thx, I guess you will be on day 50 by April 30th- all the best to the end line. Little do most people know that on May 1st every client who has been considerate of our time knowing it is tax season calls and it all starts again until June 30th.The Blunt Bean Counterhttps://www.blogger.com/profile/11358868550072516313noreply@blogger.comtag:blogger.com,1999:blog-4402283548766807872.post-75409653980927671142012-04-10T08:04:49.764-04:002012-04-10T08:04:49.764-04:00This was a great post! Thank you!! You managed to...This was a great post! Thank you!! You managed to cheer up an accountant who's doing her 30th day of overtime, doing her 30th tax return of the day, and biting her tongue as certain of her clients give her the grand tour of each slip & what to do with it..... Well done!POhttps://www.blogger.com/profile/13023603457190104948noreply@blogger.com