Skip to main content
Message Font: Serif | Sans-Serif
No. of Recommendations: 9
Wow! Thank you guys for your quick responses. You have all confirmed our thoughts in different ways.

My first thought when I saw that charge was that it was opportunistic (sychronicity) and this guy was tacking on an extra charge thinking that he can score some money while shifting the blame to Obama.

My wife said at our meeting with him that it seemed to her that professionals in every field need to take classes to stay current (ptheland, JAFO31) so the fact that he had to include a new spreadsheet or his assistant had to attend a class were just part of their overhead. So, bump the fees a bit on everything.

JAFO31’s comment that in the future we might see a surcharge on every new software update was exactly what I said at our meeting.

And thank you, vkg, for putting your finger on the very thing that makes us so upset about this…the idea that we were blindsided by this new surcharge AFTER they had prepared our taxes. We now feel like we must pay them for their work, but somehow we feel violated. It is not so much about the money, it is about the feeling that they take us for chumps. We feel like we have been played.

Finally, we agree that we must find someone else to do our taxes next year. I would rather simplify them down to TurboTax and, if necessary, pay more in taxes than give this guy another dime.

Thanks again for your responses.

Print the post  


In accordance with IRS Circular 230, you cannot use the contents of any post on The Motley Fool's message boards to avoid tax-related penalties under the Internal Revenue Code or applicable state or local tax law provisions.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.