So I walk into the office on this beautiful drab, rainy day and the first thing I see is a light on my phone. Whenever I see that light the first thing in the morning I know someone is near death and a call to 911 won't help because only their CPA can save them. Well, that's what I assume anyway. So I listen to my voicemail. A client picked up their return last week. Our normal process is to staple a copy of their tax return into a pretty little presentation folder. When they pick up the return, we open up the folder, show them the cover letter saying your refund or balance due is this, and point out the results of each return. Minnesota has a property refund return that has been used quite a bit this year, so often there is a third return to discuss with the client. And believe it or not, this beautiful little package is the clients to keep and look through at their convenience. And I know that every single client takes that folder home and examines those returns very closely -------- sometimes forgetting to go to sleep that night because the information is so riveting. Everything they gave us is returned and intact in the package. So pretty much any question that you might have regarding their tax return is in that package. Anyway, back to my voicemail - "Jeff, this is Nora Notsobright. I forgot to write down what my state property tax refund is going to be, so could you have your secretary call me back with that amount?" 😳
Slava Ukraini!
