- Days left
The agony of doing taxes is just about over for another year. I have only five tax returns left to do, and all the extensions have been filed, so we've got plenty of time. I don't do many tax returns anymore, and I'm thankful. I don't think I have the patience to do a lot of them.

Hopefully your tax preparer has more patience than I do, but you can test the waters with these five simple ways to drive her or him crazy:

1. Open all the envelopes that have your tax documents in them (W-2s, interest statements, dividend statements, mortgage statements, etc) and then stuff the items back into the envelopes for your tax preparer. Torn envelopes are very valuable to a tax preparer, and they wouldn't like it if they didn't get to take everything out of those envelopes and throw the envelopes away.
2. Call your tax preparer at the last minute and demand to get an appointment right away. Surely you (and everyone else) has a perfectly reasonable excuse why you couldn't come in earlier, and your tax preparer has been reserving some last-minute time just for your tax return.

3. Bring all your stuff to the office in a shoebox or a really big envelope, preferably overstuffed and disorganized. Don't sort any of the items. It's better if they're mixed up really well, as it adds some variety to the normally boring task of tax preparation.

4. Leave out some items that will be key to your tax return. After you meet with your tax preparer and make a list of the items you've left out, be sure to lose this list and contact the tax preparer to find out what was on it. When you're gathering the items from the list, email or fax them one by one, on various days. Don't even think of gathering them all and sending them at once... that's too boring.

5. Call and email your tax preparer regularly while they're trying to prepare your tax return, "just to see if it's done yet." I'm sure your tax preparer has no plan to contact you when he or she is done, so your repeated phone calls and emails are necessary to make sure that you know the minute your tax return is ready. The tax preparer also welcomes this interruption. If you really want to spice things up, leave a lengthy voicemail that is completely irrelevant.

See, every tax preparer needs a little spice to their life. You can add just a dash of excitement to their tax season!

Tracy L. Coenen, CPA, MBA, CFE performs fraud examinations and financial investigations for her company Sequence Inc. Forensic Accounting, and is the author of Essentials of Corporate Fraud.

Increase your money and finance knowledge from home

Banking Services 101

Understand your bank's services, and how to get the most from them

View Course »

Basics Of The Stock Market

Stock Market 101 - everything you need to know but were afraid to ask!

View Course »

TurboTax Articles

Top 5 Reasons to Adjust Your W-4 Withholding

Common lifestyle changes, like getting a job or getting married, can change your tax liability. To avoid being caught off guard by an unexpected tax bill or huge tax refund, you'll need to adjust your withholdings on your paycheck.

Does Everyone Need to File an Income Tax Return?

Not everyone is required to file an income tax return each year. Generally, if your total income for the year doesn't exceed the standard deduction plus one exemption and you aren't a dependent to another taxpayer, then you don't need to file a federal tax return. The amount of income that you can earn before you are required to file a tax return also depends on the type of income, your age and your filing status.

How to Write Off Sales Taxes

The Internal Revenue Service (IRS) permits you to write off either your state and local income tax or sales taxes when itemizing your deductions. People who live in a state that does not impose income taxes often benefit most from this deduction. However, you might also be better off deducting sales taxes instead of income taxes if you make large purchases during the year and your total sales tax payments exceed those for state income tax. You can use either the actual sales taxes you paid or the IRS optional sales tax tables.

Add a Comment

*0 / 3000 Character Maximum