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Don't let this ruin your day. The only thing that has changed from the day before yesterday to yesterday is that the guy's documentation changed addresses. Without the agreed upon retainer, you should feel zero compulsion to even lift a finger over this info. If it were me, even with the retainer, it would be on a shelf until after next Tuesday. In fact, I do have one that brought in his info for 2008, 2009, 2010, and 2011 completely unannounced on April 2nd. We told him it will be a month before we even think about looking at it. He said - that's fine, I am in no hurry. Well I guess not. 2008? Really? I am stuck on 22 to get finished. I do two and two come in. I have completed all those that we told would be finished. Now it is very low key. If I get them done I am a hero, if not, they were told when they brought their info that they would be on extension. I am truly in coast mode in my mind.

Hopefully I am not the only one that this has happened to before, but I have TP that comes in every couple of years with various years, last time I prepared a tax return was back in 2010, I gave him a discount because I did like 3 years for him. Well it took him about 7-9 months to pay me, three weeks ago TP calls me and tell me he had a visit from an IRS agent and was given 30 days to submit the missing years, he calls me and I tell him I would need a retainer or to be paid in full before any works is done and client agrees. Fast forward to yesterday, he drops off the documents but no payment and now I don't feel motivated to prepare them even if he pays me when they are finished. Little things like that can ruin someone day. MAS

The only problem is that you spend the time and money sending it by certified mail. Another problem is like the other day a client sent her documents by certified mail. I wasn't here to sign for it and ended up having to go several miles to the post office and stand in line for half an hour to pick it up. I told her it would be better to xerox her documents, mail the copies to me and keep the originals. She said that is what she had done. I raised her fee $ 50.00 for the inconvenience.

My tax software offers an option to e-mail Form 9325 to all clients that have an e-mail address. The software also includes an e-mail account which I never use to send anything other than the Forms 9325. It would be a lot of extra work if I had to print and send them to every client. The e-mailed 9325 goes out shortly after the return is accepted.