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What Lion recommends is actually really good advice. Mail back his original. Possibly include a letter to the effect of "despite repeated requests for information we have heard nothing from you since your email of (date) - so here's your stuff good luck and goodbye."

3 years after the due/file date or 2 years after paid. So, unless he paid really late for the closed years (which sometimes happens when the SFR or other IRS correspondence begins) he's out of luck. That said, I have heard of people asking to apply a refund from a closed year that actually gets applied. Had a DIYer who slipped one by and then came to me to fix some other years. If this "client" is still not responding to you, I'd mail back his original documents certified/return receipt and forget about him.

Rule # 2:

Installment sale by father, installment purchase by the son. Is there a rate of interest stated in the note? If not, you still have to account for unstated interest as part of the payments, and son's total basis in the property being purchased doesn't include the interest, only the principal paid.

Learn this and you can OWN the world!

I think you're completely off the hook as far as responsibility goes with this in the file. He is "almost finished" on 4/29/14. Well, he was almost finished! Of course he went to someone else. Or did it himself. Put it back in his lap. It's not your fault. What is wrong with people? Yes, Abad, you are "a bad" client... It needed to be said.

Even if they repealed the 16th amendment tomorrow we would have work guaranteed for 10 years, as they work on collecting under the ten-year statute. And I would far rather help my clients figure out how to make more money in their businesses than help them plan for the annual tax hit! Every time someone asks me about a flat tax I say, "It's great - until you have to define income and expenses for businesses. And in three years the legis-vermin in DC would be paid off to put in enough special provisions that we would be right back with the self-contradictory mess we have now." That makes them think.

My advice is to print out ALL those emails (from and to) as pdf's (or as paper, or both) and put them in the client's file. Should this loser ever decide to sue YOU for being the "cause" of losing the refund, it will serve as an important part of your protection. CYA, always, especially since it's the losers we chase - to help them - that turn around to blame us for their failures.

Oh I do not wonder AT ALL, Jack. Nor do you wonder why I delay upgrading until the bitter end (I upgraded to W7 less than a month before support for XP was to end).

Did you have an engagement letter or some document describing this engagement? I always use them even for the most basic engagement to, well, c my a. It also lays out expectations including the responsibility of the client to respond timely. As BHoffman noted, you seem to be the initiator of all correspondence even when no reply has been received from a prior contact. It is very difficult to care more than the client, isn't it? Yet we often have that nagging feeling that somehow we will be blamed. You might want to check with your insurer for advice. I've had to do it twice in 20 years and received good advice and a measure of comfort. Yes, it might be time to fire this client but be sure to document pretty thoroughly the sequence of events, your advice and a list of tasks yet to be done for which you will no longer be responsible. Send certified, return receipt. And don't look back. If you haven't been paid, think about how much cheaper emotionally it is to be relieved of this situation. A year from now, maybe sooner, you will be so glad.

Well, I am going to say that no you're not. You decide who's right It looks like you are the one who initiates all of the conversations. What happens if you just don't ever email or call this guy again? I think he'll either float away or you can pretend you don't know who he is j/k. You would certainly be able to tell him that you don't want to work with him anymore because you can't get a response.

And it is all your fault, you know that. (/s) I would advise him to file anyway and hope for a miracle. It also sounds to me like that person was required to file, and filing and owing/not owing are two separate things. I would file.

He loses any refund that was due. Period. Procrastination just cost him.

"Why is Microsoft pushing it so hard and giving it away? " Diabetic test meters are fairly cheap. The test strips they use are not. Maybe Microsoft has something up their sleeve that is going to cost us after we get hooked. Windows 10 updates are now mandatory. I wonder if they are pushing us toward the cloud and once we get there, they have got us and it will be expensive. Just wondering.

The integration is nice, but is totally unnecessary. Any good scanner's software and use of the pdf printer (ATX has this) will do the same thing. Drake's doc manager integrates, but there is nothing there that I couldn't do on my own within my scanner's software. The filing system is a simple directory tree that is alphabetical, sets up a client file by name and year. It does integrate with the scanner and tax program, but if I wanted to, I could print the returns to a pdf on my own and specify that directory for saving the file. Likewise, I could scan individual documents using the scanner's software and specify the folder for saving. It could be on the hard drive, desktop, within my documents, or wherever I choose. I can tell you for a fact that if it wasn't included in the Drake package and was faced with a $500+ price tag, I would not purchase that and would be doing it on my own via these other means.

I work in Rocky Mount, VA and live in Wirtz. Both are in Franklin County - formerly known as the Moonshine Capital of the World and setting for the movie Lawless. And i would not count on the government putting us out of business. There are too many special interests involved. Even if someone manages to pass a tax program that is simple, straightforward and comprehensible, after a short vacation enough exceptions and loopholes will be passed to complicate it again and we will be back in business. At least that is my cynical expectation.

Agree with Abby. I scan all documents and keep them as pdf files. Just me but if you use a "file cabinet" software program, you are bound to that company and the price increases will eventually drive you nuts. My tax software allows me to put those pdf files into the return for later access - I rarely do so. I really like my tax software but refuse to bind myself to it so that I can't easily leave if required. I don't do scan and fill either. Don't trust them and if I'm verifying numbers, I may as well enter them myself and accept responsibility for the entries. I also do returns with 2 computer screens. One has this years software - the second has last years running so I can immediately look back and forth. On the second screen I can quickly and easily look up last years pdf file of documents if so inclined while I keep the primary return in front of me.