4 Answers

I got a call to come and sign the return and bring checks to pay the feds and state. I am very tempted to talk to the owner of the business about the way my return was mishandled and insist that the preparer pay the taxes for NOT doing his job. I most certainly won't be paying THEIR bill, and will have to file an amended return and hope to get a refund of the way-too-much I'll be paying because SOMEBODY CAN'T DO HIS JOB.

Hi Tommy. I got an extension back in April, as the tax preparer was inundated with work and the info needed to be gathered. I spoke too harshly and too soon, as I met with him today and he explained that there were TWO items with huge gains, and that brought my taxable income (mind you, I saw nor enjoyed ANY of that money) to a high amount, disqualifying me from health care reduction for the year past and a demand for repayment along with a tax burden. My health insurance will more than triple next year. I am in the process of filing a complaint with the Securities and Exchange Commission, and will be getting the cost of the securities the thief sold so that an amended return can be filed with the proper numbers. I am hoping the costs were so high that the gains will be minimal. In the meantime, I have hollered, in a dignified, rational, and intelligent way, at his assistant, who assures me he will be calling me. I sincerely doubt it....it would be in his best interest to retire to the Bahamas with the commissions he's earned by screwing people like me (who now has even more people to distrust). I called my new broker and spoke at length with her; SHE is awesome.

LOL.Good one.

I made phone calls at 5 A.M. because I couldn't sleep. It took about half an hour, and the documents HE SHOULD HAVE GOTTEN MONTHS AGO will be here in about ten days, so an amended will need to be filed. See my comment to Ducky for more. REALLY UPSET. No idea how much I owe; was just told to "bring checks". &$#%&%&

Bring checks? How unprofessional all the way around. New tax preparer next year?

For #2, the answer is (b)....and I should know!

I went to pick up the return and write big checks. Found out it was NOT the accountant; it was the broker who sold stuff unbeknownst to me (my own fault for trusting this sob) and reported it all as capital gains. The accountant pointed it out to me and did his best to adjust the cap gains to something manageable. I am in contact with the SEC to lodge a complaint against the broker, and have just given his secretary a piece of MY mind, since I have plenty and she is lacking. He is supposed to call me, but unless he is offering me about $12000 and an amended tax return, he can go....well, he should use a sharp and very long sword with what he should do to himself.

LOL Julie!