jklcpa Posted March 19, 2021 Report Share Posted March 19, 2021 Mom and son are both clients and mom thought she'd slip it by me to sign the e-file forms for her adult son. I guess she thought I wouldn't notice that the signatures are all in the same handwriting and that she returned them all together in the same envelope. She tried to lie and say it is his signature, but didn't have a response when I told her that the signature is vastly different than that of the prior two years. All of a sudden she remembered that he won't be able to sign until next week because he is on call for his job, so that is the real reason she tried to get this by me. What makes me even more angry besides the lying is that this person is a bank officer and definitely knows better. I may just fire her because of this. ETA - and when I say "adult son" this guy is 34 years old, not a child that recently reached the age of 18! 5 1 Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 19, 2021 Report Share Posted March 19, 2021 That is really not cool, especially given her job responsibilities. "Trust is earned not given" 4 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 19, 2021 Report Share Posted March 19, 2021 Hug her hard. 1 4 Quote Link to comment Share on other sites More sharing options...
Possi Posted March 19, 2021 Report Share Posted March 19, 2021 Ohhhhhhh @RitaB!!! 3 2 Quote Link to comment Share on other sites More sharing options...
Catherine Posted March 19, 2021 Report Share Posted March 19, 2021 I'd fire her, too. That response would be different if she's immediately said, "he's on call at work and asked me to sign for him - I guess that was dumb, huh?" because we all have oopsies especially regarding family. The lying immediately means I can't trust anything else she ever tells me, and I have enough irksome clients without that hanging over me. Good luck with them both, Judy. 4 Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted March 19, 2021 Report Share Posted March 19, 2021 Yup, fire away. It isn't worth it. I've never been audited but want absolutely clean records, to the best of my ability. And you are correct, how can you trust anything going forward? 4 Quote Link to comment Share on other sites More sharing options...
Lee B Posted March 20, 2021 Report Share Posted March 20, 2021 I was going through documents a long time client dropped off, when it suddenly registered on my brain that I was seeing a new address on some of the husband's tax docs. So I called him and asked whether they are perhaps separated? He says, yes but we weren't at the end of the year. Then I look at the engagement letter and the spouse's signature amazingly looked like his writing. I already knew that this guy wasn't the most truthful client I had. So that's it! I'm done, returning his documents back to him. In 28 years, I have dealt with divorced clients only once. That experience convinced me to never do that again. The risk reward relationship of dealing with divorced clients is not very good. 1 Quote Link to comment Share on other sites More sharing options...
Lion EA Posted March 20, 2021 Report Share Posted March 20, 2021 Exactly. Fire them both. Or, if your favorite of the couple wants to file MFS, keep only her or him. 1 Quote Link to comment Share on other sites More sharing options...
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