Windows 7 Forums
Welcome to Windows 7 Forums. Our forum is dedicated to helping you find support and solutions for any problems regarding your Windows 7 PC be it Dell, HP, Acer, Asus or a custom build. We also provide an extensive Windows 7 tutorial section that covers a wide range of tips and tricks.

Windows 7: Need advice on what to do about income tax preparer

01 Jun 2018   #1

Windows 7 Ultimate x64
Need advice on what to do about income tax preparer

I turned in my 1099s in mid-February to the tax preparer I've been using for years. It is now early June and I still have not received my completed tax return from him, (a self-employed CPA who works out of an office in his home). I sent him several emails and received responses to the effect that he is working hard to accommodate all his clients so please be patient.

In early April I actually went back to his office and asked him about my return. He said then that since I was due a refund, there was virtually no deadline - deadlines were for people that had to pay additional taxes, but that he had filed for an extension. This satisfied me temporarily, but now I am getting really concerned. I doubt any more emails or visits to his home would produce any different results.

I am such a meek person that I am not really good at confrontation or effective argumentation and I certainly do not want to aggravate him when he has all my records. I have managed to obtain replacement 1099s for all but one bank. I don't know what would happen now if I hired another person to file without informing him and then he goes ahead. Any suggestions on what to do?
My System SpecsSystem Spec
01 Jun 2018   #2
Lady Fitzgerald

Win 7 Ultimate 64 bit

Would you go to a mechanic for medical advice? Or a dentist for a hangnail? You need to talk to a lawyer.
My System SpecsSystem Spec
01 Jun 2018   #3

Windows 7 Home Pro SP1 64bit

The preparer is correct IF you are due a refund. You do not need to file on time in that case.
My daughter went over five years without filing because she was overseas and knew she was due refunds for each year. Still, he must have looked at your situation to know you're due a refund. Let him know that you are very concerned. Ask to see the extention request.
You would be covered if either you are due a refund or he filed an extention request.
My System SpecsSystem Spec

01 Jun 2018   #4

Windows 7 Ultimate x64

Quote   Quote: Originally Posted by Lady Fitzgerald View Post
You need to talk to a lawyer.

I contacted several and summarized the situation. However all the local ones say that my problem is not within their field of law. Most locally just do wills or property searches.
My System SpecsSystem Spec

Thread Tools

Similar help and support threads
Thread Forum
FCC proposing monthly broadband subsidies for low-income households
Read more: FCC proposing monthly broadband subsidies for low-income households | ZDNet
Income and Expenditure Form please!
does anybody know of an easy income and expenditure form? i have microsoft! thanks for any help
Microsoft Office
advice on new pc
hello, i am putting together a new build and and i need some advice and help. can anyone tell me if the following specs has any bottlenecks or would any other parts would be better in this . just some honest feedback would be great. corsair carbide 400r (case) crucial l 128GB M4 SSD (ssd...
General Discussion
I have a newish laptop with 4GB RAM and the i3 -470 M processor but integrated graphics (which despite one site telling me this is better than a Pentium Dual core E-5800 I think not at least on this aspect) I was looking at a desktop as they can run much higher speeds. For the price range I...
General Discussion

Our Sites

Site Links

About Us

Find Us

Windows 7 Forums is an independent web site and has not been authorized, sponsored, or otherwise approved by Microsoft Corporation. "Windows 7" and related materials are trademarks of Microsoft Corp.

Designer Media Ltd

All times are GMT -5. The time now is 18:25.
Twitter Facebook Google+