TAX TIME IS HERE

 Well here it is again – tax season!  I am sure I have must have mentioned this, but just in case I haven't – I am an accountant.  Not a big fancy one such as you see in movies or on TV, but a small practice practice one.  To give you an idea of what I mean – a friend of mine was marrying a CPA – he said he worked for a small firm – the sort of companies which only have a bookkeeper to deal with keeping track of expenses, deposits, etc (keeping the books as it is called).  He thought he was working with clients like mine as his clients did not have full bookkeeping department.  I laughed and explained that to me that was a large company – if my clients had a bookkeeper  a set of books beyond their checkbooks I considered them a big company!

Over the last couple of decades my practice has shrunk – I am down to one business client (plus my husband and my craft business – which I do the accounting as the owner) and 4 tax clients - one of whom is a dear friend and I have to annoy her again as she has not filed a return in 3 years and will be losing her refund on the oldest return if she does not file that return by April 15 this year.  It is enough work for me to still be able to say that I am accountant and these clients, with the exception of my friend, have been with my father or my prior boss for decades and decades.  In one case I do a tax return for the daughter of one of my dad's old business clients – first work I did in accounting when I was 12 was adding up the payroll of her father for my father.  So the annual contacts between the clients and myself is a good deal of catching up the year that passed on a personal level.  Oh, one client died last year.  His son/executor said that I would still be doing his return this year – but I have not heard from him and am guessing that his accountant will be doing his dad's final returns.  That cuts down the number of clients I have by one.

I have finished one return so far this year and I am good way along with a second return.  Still waiting to get the info for the third return – and of course my friend needs a bit of pushing (why should she lose out on her refund).  Somehow with the pandemic – even with keeping me in the house most of the time – it is harder to do the returns these years.  I have also done the business client's return – it was due by March 15 not April 15 – and started on our business return.

What does this have to do with organizing?  I have to fit all of this into my schedule in addition to everything normal I do.  I have to get the returns done on time – which means early enough for me to mail the returns to clients and allow them time to review the returns and mail them out in a timely manner.  

THOUGHT OF THE WEEK -
DON'T wait until the last minute!  Get your taxes prepared early – you can always hold until the last minute to mail out.  (If you need to – find out which Post Offices near you will be open late on April 18 and will postmarking the late mail  - yes, this year one has until the 18th to file their taxes. When I had a lot of clients, inevitably, several would need to file extensions and my husband would drive me late on April 15 to that post office and sit outside in the car as there would not be any parking available due to people filing their taxes at the last minute – my dad always said that at the main Post Office in Brooklyn employees would be outside with sacks for people to drop their taxes into, so they did have keep the actual office open late.)

When going late on April 15 to mail out I have seen any number of people standing in the Post Office filling out their taxes forms leaning on the walls as they are that late – don't let that be you!