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Since most of my work is monthly client writeup/payroll, I work with a lot fewer clients for which I charge more per hour than I can for tax preparation.

That doesn't sound like the MAX package of old, sounds like the ATX 1040 package, which I switched to last year and am sticking with it, even though I probably did not come out ahead, what with circa $65 for every 1041 and 1065, something like $34 for state returns other than the 3 I picked, and about $6 for every return (first 75 free). But I am semi-retired, no longer doing corporate returns or any new clients. With the May discount, ATX 1040 was $942.

If all my clients had competent bookkeepers, I would make a lot less money

When Roths were first introduced, the law contained an enticement to convert from an IRA: Convert all at once and spread the tax bill over four years. I did that with mine, and two years later the tax rate went up so I ended up paying more than I bargained for. Now the rate is even lower than it was back then. On the positive side, the IRA didn't have that much money in it so while the tax percentage was higher than it is now, actual tax dollars paid weren't that great. So yes, it's a crapshoot to decide whether to convert or not. Who knew they would change the rules for inherited Roths? Who knows what tax rates will be in the future or what other rules will change? The fact that RMDs are not required is a big benefit for those who may not need the money, but that's the case today and it too may change. Still, I have no regrets about converting mine. It's nice to know it's there and I can withdraw from it if I choose but never have to withdraw (for now).

You would actually make a lot more money per hour and enjoy your work a whole lot more.

Sounds to me like this client is so upset you do not need to fire her. She will leave. If she comes back triple her fee.

Assuming that the Jeep was fully depreciated at the end of 2021, it would be a wash, in which case I would remove the asset in 2022.

That "accountant" doesn't even deserve to be called a bookkeeper. Sheesh!

This would be my choice: Have her pick up in person, because she dropped off in person? Have her sign a receipt listing her documents picked up?

Is there a responsibility to even respond to doc requests when you have given Them the info already? Meaning are you obligated to be their filing cabinet? If not, then maybe you can be done with them and not respond further, or a generic reply stating all documents were provided on x date, and no further work was contracted for or done after said date. Employers, for example, are asked to provide things for employees such as old stubs, w2, and letters stating employment status. Such requests should be declined, assuming originals were given timely, and no state or local law has a filing cabinet rule.

I'm talking about her 2022 original documentation.

I do understand a release is needed, thus maybe the second set already copied. While the client may be less than business like, I try not to be, especially when I would rather play in the mud. In my case, I do not communicate with third parties, but it is because there is no reason to pay a third party for help with my software. Even when I fire someone, I provide information how to get the figures out of the software so they can setup their new software, and even though a refund is given, I allow use of the software for several months for transition. It is a bit boggling how many (most) fired folks ask to come back. Kind professional acts often deflect action. I have been threatened more than once in 40 years, but so far, never served.

Are you saying you are essentially hostage? What is the loss of firing when you have already reached out to your insurer? If you did nothing wrong, you have at least some chance of a successful defense, assuming they follow through. Sadly, one can pay for any desired opinion.

Same as are taught to sports officials, personal, profane, and/or prolonged is a request to be ejected. For pro sports, profane is ignored. For amateur games, profane may be ignored if no spectator could have heard it, depending on the situation.

I would fire immediately based on the threat, then do nothing. No need to file a claim or take any action based on a childish threat. Any customer who leads with or starts with some sort of threat immediacy becomes an ex customer. In my case, threats are usually to cancel, to challenge a charge card payment, or to post bad reviews. These are almost allays the first sentence in the first message in a thread. It seems safe to believe these folks have Come to believe being unprofessional is the way to get things done.

Always glad to see these cheaters get caught and made an example.

The funds were used to purchase another vehicle. Their accountant showed the gain as a negative "Other Expense" and added the gain to "Other Income". That makes everything a wash which I cannot believe is correct. I will ask the owner but I think it is a safe assumption (dangerous I know) the funds were deposited into the OP account. I know there was no dealership trade-in.