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Well, God is really looking out for me. If only I would trust more and be less fearful. My client never received his initial refund (grace) because the IRS was missing those forms. After splitting the PTC with the daughter, they went from a refund of about $4k to owing $155. My client extended every grace and thanked me for getting him through this practically unscathed. I'm still pulling back on my business. My ration of errors to home runs is small, but it still makes my stomach hurt when they surface. I love y'all. Honestly, I do.

Thanks for letting us know the outcome. Yes, it could have been so much worse. And your client is to be treasured for being so understanding. For sure their emotions were on a roller coaster, too, thinking first of how to use that big refund in this challenging time to having to pay a bit, even if not a lot. I understand about that ratio and have implemented a second review before return completion. And I'm so glad to have said bye to my small businesses and the last remaining partnership. My remaining individual clients are friends, too, even if we communicate just annually. So two more years on my license. It will be really hard to tell my clients but the tax laws are not getting easier or more stable. This forum is so very important to many of us for technical and emotional support. We love you, too, Possi!

I totally agree with what Sara told you. We aren't perfect, we are just doing the best we can in a stressful situation. We try to do enough work between February and the middle of April (most years) to carry our business the whole year. So no matter what procedures we put in place to make sure we get things right, something eventually is going to slip though the cracks. But boy do I hate having finding these errors. And I can tell you do to, which tells me you are trying the best you can to do it right the first time. Hang in there, and remember - it is only money! As much as I stress over these issues, imagine if I were a doctor and my mistakes cost lives!