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Financial Planning / Tax Strategies


Subject:  Re: Poll: Who’s Our Dumbest Client? Date:  4/11/2013  8:25 PM
Author:  vkg Number:  118378 of 129380

Oh, I know. But fiduciary tax returns aren't something she does every day. And if you already have a relationship with a lawyer and an accounting firm, specifically with regard to this estate, wouldn't you at least call one of them before firing off a tax return for the estate?

The correct answer is clearly YES.

Hopefully, you are able to fix whatever problem she created.

The IRS does instill fear. I was the lucky person assigned to a problem with our product at the IRS. Just seeing the IRS as the customer name especially this time of year caused an emotional response.
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