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Trusted someone to do taxes

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Zigner

Senior Member, Non-Attorney
Perhaps you didn't read the whole post here but she is the mother of my son's friend who did the taxes for him.... as a favor..
She does do them for a living or has in the past . this was done at home so I'm on at no excuse for this behavior and well I don't believe in ignoring someone who contacts you. usually there is a reason someone ignores you.. thats my opinion .
Unfortunately, in the end it's going to have to be your adult son who deals with this. Perhaps HE should head on over to her house and ask what's going on...
 


davew128

Senior Member
Perhaps you didn't read the whole post here but she is the mother of my son's friend who did the taxes for him.... as a favor..
No. I read it, I am fuly litrit in the englisch langwage.

She does do them for a living or has in the past . this was done at home so I'm on at no excuse for this behavior and well I don't believe in ignoring someone who contacts you. usually there is a reason someone ignores you.. thats my opinion .
And my PROFESSIONAL opinion is that you need a reality check. Yes you're entitled to an answer. You were ALSO told why you may not be getting a response. People who prepare individual tax returns operate at their own time table this time of year. I suggest you accept that.
 

davew128

Senior Member
Unfortunately, in the end it's going to have to be your adult son who deals with this. Perhaps HE should head on over to her house and ask what's going on...
Zigner, you would be amazed at the number of parents who take responsibility for their young adult kids returns and have them done by their CPA for the single W-2 the adult kid has. On rare occasion do I see the kid stand up and say no, I'm doing or having it done myself. I never fully understood that mindset, but given that I've been doing my own returns since I was 16.....
 

Zigner

Senior Member, Non-Attorney
Perhaps you didn't read the whole post here but she is the mother of my son's friend who did the taxes for him.... as a favor..
I know that's what you meant, but if you re-read what you wrote, it's not what you actually said...

I'm just sayin' ;)
 

tranquility

Senior Member
I will caution you that sometimes tax professionals can be very nonresponsive to phone calls.
I am an early riser. I'd rather start the day at my desk at 5 am than end it at 9 pm.

Today, a client called in in the morning before any secretaries got in and asked for our fax number and started to describe the fax she was going to send. While I knew the client, I didn't know the tax situation and the one responsible (in the office) for the return was not in yet. After a few minutes of talking from the retired teacher I finally started to manage the conversation and got her to just send the fax rather than describe it to me.

A couple minutes later the client called to make sure we got the fax. So I get up from my desk, go to the fax, see it and then return to my phone and tell he yes, we got it. NOW she wants me to read off some numbers so that she's sure it came through OK!!!! I grit my teeth, get back up and bring the fax back to my office and read off the numbers to her. She starts to explain the numbers. I manage the conversation by telling her it wouldn't be good to waste her time when another preparer will do the return and I'll have him give her a call if there are any questions. Multiply that by thousands of clients to see what Dave128 is talking about.

The cool thing is, I then went on to continue my work. During the next hour or so I completely forgot about the fax. The secretary(s) get in and do the attaching of the faxes to the file thing they do and, since the fax is in my office rather than where it should be, the fax is not distributed to the proper person in a timely manner. By the time I remember, and get the fax to the proper person, the mail has gone out and there is not enough time to complete the review and compilation process of the paperwork. She won't be getting her return mailed until Monday, where, if she hadn't done her thing it would have been out today.

Somehow, I'm not that sad her return is delayed.
 

OHRoadwarrior

Senior Member
If you are not getting a response from the preparer, I suggest going to one of the free file sites and plugging in his info, to determine his refund amount. Once you know that, try checking as the IRS site. Where's My Refund - It's Quick, Easy, and Secure.

If it does not give you an affirmation on the status, continue to efile, from the free file site. If the return has been previously filed and you made an error on the "where is my return site, the IRS will kick it at that point.
 
If you are not getting a response from the preparer, I suggest going to one of the free file sites and plugging in his info, to determine his refund amount. Once you know that, try checking as the IRS site. Where's My Refund - It's Quick, Easy, and Secure.

If it does not give you an affirmation on the status, continue to efile, from the free file site. If the return has been previously filed and you made an error on the "where is my return site, the IRS will kick it at that point.
Thank you!!
I was wondering if my son should just file himself and if the IRS would just kick it out of the system if its already been filed. He is unable to plug infomation into wheres my refund, He tried that and it requiires date it was filed and amount of return so that brings us back to the begining of not having that information since he can't get a response from the preparer.
The preparer is still avoiding contact and time is running out for filing.
That is what we will do. Again, Thank you !
 

tranquility

Senior Member
I don't think so. How will you attach the W-2? Do you know what all information you need?
My 19 yr old son brought his tax information from his job to a friends of his mother who does taxes. (she did them as employment in the past)
If you're really worried about filing deadlines, put in an extension. But, until you contact the preparer OR decide to just fix it by contacting the IRS (thus delaying any refund), I don't think you have a final solution.
 
He took his form back. so he does have that
He just don't have a copy of the efile
it was done in feb. so he would have recieved it by now
if they sent it?

So are you telling me that he shouldn't file himself then??
What should he do? We have been calling them everyday
no answer at the door. They are busy working but it only takes
a minute to return a phone call.
calls are being avoided from both my son's friend and his mother. (who did the taxes)
Seeing that they are friends and not just a business visit.
 

tranquility

Senior Member
Since I have repeatedly told you precisely what to do, I'm thinking that you should probably stop taking care of your son and have him post himself.
 
Since I have repeatedly told you precisely what to do, I'm thinking that you should probably stop taking care of your son and have him post himself.
well seeing everyone has thier own opinion of what to do then someone else comes along and says..no dont do that do this....then of course there is more questions
bunch of sarcastic up tight people who answer questions on here. Can't anyone be nice?
If questions are that bothersome to you then why are you here to help people???? smh :rolleyes:
 
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