TSBAS Accounting Bookkeeping Payroll Tax Preparation
  • Home
  • Blog
  • Learn More
    • About >
      • Meet the Team
      • Reviews
    • Services >
      • Tax Debt Relief
      • Accounting & Bookkeeping
      • Tax Services
      • Payroll Services
      • Seminars & Training
      • QuickBooks Services
      • Specialized Services >
        • Spa Bookkeeping
        • Services for Real Estate Agents
  • Schedule
  • Contact Us
  • TSBAS Client Guide
  • Service Requests
    • Payroll Service Quote Request
  • Links to Important Things
  • careers
  • Home
  • Blog
  • Learn More
    • About >
      • Meet the Team
      • Reviews
    • Services >
      • Tax Debt Relief
      • Accounting & Bookkeeping
      • Tax Services
      • Payroll Services
      • Seminars & Training
      • QuickBooks Services
      • Specialized Services >
        • Spa Bookkeeping
        • Services for Real Estate Agents
  • Schedule
  • Contact Us
  • TSBAS Client Guide
  • Service Requests
    • Payroll Service Quote Request
  • Links to Important Things
  • careers

No Harm in Asking ...

9/2/2020

0 Comments

 
This week, I want to look at some numbers I saw in a recent article, even if they come from a study that says a little over half of tax clients are not positive that their tax preparer fully minimizes their tax payment.

I would like to hope that we do better than that here. And I assume if you are reading this, you are either a client who does like what we do or someone looking for advice from elsewhere. So hopefully that means you are either on the positive side of this question or looking to join us and get there (and if that’s the case, please contact us!)

To dig into the article a little more, I find it interesting that it also points out that 46% of people were disappointed with the size of their tax refund. It may not feel like it on first read, but that question does not necessarily reflect upon the tax preparer at all. We could do a great job for someone on their tax return, the best job even, and they still can end up disappointed with the final number.

Without fail, every tax season comes with passing along bad news to some clients. Some were expecting a large refund and get a smaller one, some were expecting a refund and end up paying, some were expecting to pay a little and end up paying more. Even with that disappointment, though, I think those are the people who should leave our office with the most confidence in the work we have done. Even if they are unhappy with the outcome, they should know we gave them the best outcome they can (legally) obtain.

These tend to be the clients with whom we have the most conversation during a return. They are surprised and they want to know what happened. Those whose final number on their return is around what they expected, though, don’t always end up delving into what we did. I suspect that in here lie most of the respondents from the article who are not sure they had their tax situations maximized. Instead, things were not surprising and that makes it ‘good enough.’

So this is a plea for communication. If you think you might qualify for something that we are unaware of, tell us. If you think you might be able to get a deduction that we are unaware of, tell us. I mean, nothing will get worse by asking. If the answer is no, you are not going to have to then pay more. And in turn, we hope to communicate well enough that you are confident you are submitting a tax return with the best possible result. We are in this together, after all.

Warmly,

Josh Bousquet
Connect to Us ~ 
Facebook ~ Twitter

To ensure we don't make the folks at the IRS ornery, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

0 Comments



Leave a Reply.

    Archives

    May 2025
    April 2025
    March 2025
    February 2025
    January 2025
    December 2024
    November 2024
    October 2024
    September 2024
    August 2024
    July 2024
    June 2024
    May 2024
    April 2024
    March 2024
    February 2024
    January 2024
    December 2023
    November 2023
    October 2023
    September 2023
    August 2023
    July 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    January 2023
    December 2022
    November 2022
    October 2022
    September 2022
    August 2022
    July 2022
    June 2022
    May 2022
    April 2022
    March 2022
    February 2022
    January 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017

    RSS Feed

    Categories

    All
    Balance
    Bookkeeping
    Business
    Payroll
    Tax
    Tax Prep
    Tax Return
    Tax Scam

    View my profile on LinkedIn
Website by Odeh Media Group
Copyright ©2025 TSBAS.com, All Rights Reserved
The Small Business Accounting Solution, Inc
50 South 1st Avenue, Coatesville PA 19320
(844) 208-2937
Privacy Policy
​Contact Us
Terms & Conditions