Tax pros, vent here!

January 18, 2009

Tax preparers are about to be seriously bogged down as filing season kicks into high gear.

And in many cases, these folks also are going to be fighting the urge to tell off some of their clients.

Why? Because too many folks head to their tax pro's office totally unprepared.

Since it's unprofessional for you customer-dependent tax pros to light into these annoying clients, I want to give you the chance to do so from a safe distance. You can vent here!

Drop me an e-mail (the link's about midway down the right column) or add a comment to this post about what you
want (or wish) your clients would do. I also want to hear about what they do that drives you crazy. And if you have any gold-star clients, tell us why they get that rank.

I'll compile the rants, raves, any kudos and general venting in an upcoming blog post.

I put out this call to financial professionals on Twitter and already have some good examples of accountants' filing season hopes and more examples of bad client behavior.

But in the interest of presenting as complete a picture as possible, I'm opening up the ol' blog for additional tax preparer, accountant, CPA and tax attorney comments here, too.

So tax pros, let me hear from you!

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The More Tax Posts tab at the top of this page will take you to, well, more tax posts. You also can search below for a tax topic.

Tax Season 2026 Continues!

We made it. Tax Day 2025 is finally over. For most of us. When the filing season started on Jan. 26, millions who were expecting refunds filed immediately. Most of us got our returns to the Internal Revenue Service by April 15. But plenty of taxpayers also got extensions. They are looking at an Oct. 15 filing deadline.

Those procrastinating filers aren’t a problem. In fact, the IRS appreciates taxpayers who take time to fill out their 1040 forms correctly. It also is grateful that tax submissions are spread out a bit, especially now that the IRS is a leaner agency. Processing returns is easier when they arrive throughout the year instead of in massive bunches.

But enough about Uncle Sam’s tax collection issues. The focus now is on all y’all who filed for extensions, giving you another six months to complete your return. Since your new mid-October due date will be here before you know it, let’s get started now on meeting it.

The ol’ blog is here to help you finish up your extended Form 1040. You can start with January’s tax tips page, which has links to the rest of the year’s tips by-month collections. You also can peruse various tax categories for more tailored advice by clicking on the More Tax Posts drop-down menu at the top of this (and every) page.

And to make sure you don’t miss your new filing deadline, the count-down clock below will let you know just how much time you to file by Oct. 15. At the latest.e. (Note: I’m in the Central Time Zone, so adjust accordingly for where you live.)

Credits/Deductions

Disasters

Family

Filing and Paying Taxes

Politics/Laws

Refunds

State Taxes

Tax Brackets/Inflation

Tax Tips

Comments

Jan Dillaha

17 years ago

I LOVE my clients and I LOVE what we do….
Please, please, please read my letter that comes to you with your return. When I say that “please keep us informed of any significant changes in your financial affairs.” I don’t mean that you should wait until March 20 when you call for appointment to tell me that your Aunt Lydia died last August and you got 140k from her IRA accounts in October.
I am here to help. Please call me when things happen so that we can offer strategy instead of making the best of bad decisions.
end rant

Comments are closed.

Tax pros, vent here!

Jan Dillaha