28-Mar-2023 10:47pm
29-Mar-2023 4:09am
29-Mar-2023 5:02am
ItDepends wrote:Client passed in 2021 and it has not been an easy time dealing with the bickering family.
Just now, we received a request for 2018, 2019, 2020, and 2021 for the tax returns of the deceased client.
It is probably OK to send them to this person, but I don't want to.
Our engagement agreement states clearly that I don't have to.
But he is incorrectly, in my opinion, quoting the law that says I have to store and provide them to him and I think next will come some threats.
How is this for an explanation that keep me out of trouble but squashes the notion....
Dear [xxxx]
Storing and delivering prior year tax returns on behalf of clients is not a service that we offer or provide, and we have already met our 26 CFR § 1.6107-1 tax code and engagement agreement obligations by providing the copies to the late Mr XXXXX upon the filing of those tax returns. We have also already provided a copy of his 2021 final tax return to you upon its filing.
It might help to note that transcripts can be obtained from the IRS website for generally no cost here:
https://www.irs.gov/individuals/get-transcript
Thanks, ItDepends
WDYT? Anything better to fend off a threat (with no basis)?
29-Mar-2023 6:46am
southparkcpa wrote:
29-Mar-2023 8:14am
AlexCPA wrote:please note that our fee for re-sending income tax returns for prior tax years is $125.00 per tax year.
29-Mar-2023 12:40pm
Just curious as to why you are willing to create such animosity for something so easy.
29-Mar-2023 12:45pm
ItDepends wrote:Just curious as to why you are willing to create such animosity for something so easy.
Client is difficult, accusive, immature, unresponsive, demanding, risky, litigious, and has unending questions.
I'm WAY upside-down with the filing of the simple final tax return already.
He will have questions and problems with the way the tax returns have been filed (even though they are just fine), and I'd rather just be done with him.
But given the consensus of the answers (thank you), I will go the $75 route (I will accept $50 when he starts complaining and negotiating).
When he asks questions, I know the consensus might be to charge my normal hourly rate to work with him, but I don't want to work with him. My plan now, after he has the tax returns and creates problems with them, is to just tell him that we are not engaged nor will we become engaged to discuss these items.
See.... it doesn't end with just sending them, and there will be animosity no matter what I do.
29-Mar-2023 12:48pm
30-Mar-2023 4:05pm