This is a time when one should reflect on the past year & think about what to do better in the next year and what to keep doing well. It is.
Unfortunately, I have to do a bunch of year end stuff, plus stuff that didn't get done when it should have, while getting ready for TAX SEASON. My resolutions right now are limited to drawing up office procedures to make sure this tax season flows with Kathy-precision. I am not a control-freak, but I do have standards.
For instance, rule #1: if a tax return comes in and it is too complicated for you to do, don't hide it in your in-box. Give it to ME. Or at least ask me for help. I don't bite. And if I do, I clearly state up front that there will be an extra charge for that...
Maybe this is rule #1: write notes about what you are doing, what you asked, what you looked up. I'm not a mind-reader and neither is anyone in the IRS if (heaven forbid) we get audited.
No, wait, this is rule #1: don't act like a client is stupid because he or she doesn't understand your terminology. Just explain it better (and don't sigh or role your eyes, even on the phone.) If the clients understood tax laws, regulations, and terminology, they wouldn't need us.
That's definitely rule #1. Now let me go work on rules 4 through 4000. It's beginning to look a lot like tax season....
1 comment:
Ah, I'm glad I'm not a tax accountant. I'm just the accountant that tries to pull all of my clients stuff together and prepare it for the tax accountants. That is hard enough.
Hope you have a blessed new year - tax season and all.
Post a Comment