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Merry Christmas to me!

Jodi&JoeJodi&Joe
in Parenting

My accountant made a $10k mistake on our 2009 tax return and I just got a letter from the IRS that we owe them $3500!  YAY!  Fun! 

Seriously, I NEVER use the FML but FML!

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Re: Merry Christmas to me!

  • LinzDavidLinzDavid

    Duuuude that sucks.  Tis the season for unexpected expenses!  My car died yesterday.  Gah!

    Hey... Not that I'm a stalker or anything (or maybe I am Embarrassed).  Did you say you have your P&C license?  Or am I thinking of someone else?  If that's your can you tell me if its a pita to take? 

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  • cristianacristiana member
    Ugh. Sorry Jodi, that sucks.
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  • AnnapolisLariAnnapolisLari member
    Wow, that's a pretty big screwup. I would be looking for a new accountant.
    AKA KnittyB*tch
    DS - December 2006
    DD - December 2008

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  • Jodi&JoeJodi&Joe

    If it was a true mathmatical error, I would look for a new one.  But he simply dropped a 1.  Instead of $19057, he put $9057.  Simple COSTLY mistake! but we have been going to him for as long as we have been dating (since 1999) and he's a great guy and great at what he does.  It was a mistake and I'm ticked off but at the situation in general. I do think he could have APOLOGIZED, which he didn't.  He was pretty nonchalant about it and THAT makes me mad at him.

    Yes, I have my P&C license.  I had 2 weeks of intense classroom training and then took it.  To do it on my own, w/out the classroom instruction -- not sure I would have passed.  If you have that kind of set up (instruction, etc), it should be fine.  I took, and passed, my Series 6. P&C was a breeze over that.

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  • KapaluaKapalua
    ooh, I would be steamed.  Talk about lack of attention to detail-and you've been loyal customers for over 10 years?  I'd consider dropping him.  Or  threaten to so he at least apologizes.  That's crazy. 
    Nathan 7-13-06 ~ Elizabeth 4-12-09 ~ Zachary 8-5-11
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  • Jodi&JoeJodi&Joe

    He is supposed to call me back because he thinks the amount should be about $400 less than what they are calculating.  WHOOPEE!  We are talking $3k here...what's $400 in the grand scheme of things!!

    I'm not sure I would be willing to start all over with a new accountant over this.  If it was just Joe and I and our regular income taxes, sure.  But there is a business involved here -- one that he has been doing the taxes for for years.  It would be a huge PITA, I think, to switch at this point.

    I really hope he apologizes when he calls back.  We'll see.

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