mrichman333 Posted February 6, 2016 Report Share Posted February 6, 2016 It's only Feb 6th and I feel burnt out already. Had a young lady in her 20's email me all her info. I finished her return and she came by to pick them up and she hands me a bunch of quarterly broker statements and say "do you need these"? I look at them and there is no year end with the 1099B though she did have some long and short term gains. She says to me "Can we just leave it off for now" I so want to RETIRE but I can't yet 3 Quote Link to comment Share on other sites More sharing options...
Lynn EA USTCP in Louisiana Posted February 6, 2016 Report Share Posted February 6, 2016 I feel the same way this year. 5 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted February 6, 2016 Report Share Posted February 6, 2016 43 minutes ago, mrichman333 said: It's only Feb 6th and I feel burnt out already. Had a young lady in her 20's email me all her info. I finished her return and she came by to pick them up and she hands me a bunch of quarterly broker statements and say "do you need these"? I look at them and there is no year end with the 1099B though she did have some long and short term gains. She says to me "Can we just leave it off for now" I so want to RETIRE but I can't yet Large extra fees!! Make it worth your time. On the invoice/receipt, list the additional charge as "Babysittng 1099B." 5 Quote Link to comment Share on other sites More sharing options...
rfassett Posted February 6, 2016 Report Share Posted February 6, 2016 I have just finished up my 41st return (1-1065; 1-1120; 11-1120S; 28-1040) and was thinking just how smoothly things are going this year. I have to admit though, I am on pins and needles waiting for the other foot to drop. But like Jack says, make it worth your while. This is a teaching moment for that client. 5 Quote Link to comment Share on other sites More sharing options...
mrichman333 Posted February 7, 2016 Author Report Share Posted February 7, 2016 4 hours ago, rfassett said: I have just finished up my 41st return (1-1065; 1-1120; 11-1120S; 28-1040) and was thinking just how smoothly things are going this year. I have to admit though, I am on pins and needles waiting for the other foot to drop. But like Jack says, make it worth your while. This is a teaching moment for that client. I just wanted to . What am I going to be like in April? 1 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted February 7, 2016 Report Share Posted February 7, 2016 3 hours ago, mrichman333 said: I just wanted to . What am I going to be like in April? Rich, if you follow Jack'a advice. 2 Quote Link to comment Share on other sites More sharing options...
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