I have had some interesting conversations with clients lately....here are a couple that seem funny NOW...while I was involved in them, not so funny.
First up, an older woman with bright red hair we'll call Lucy:
me: do you want to efile?
her: no, i don't believe in it. and my son said massachusetts is not accepting anything electronic
me: that's not true, exactly the opposite but, you don't want to so, fine, paper copy for you!
her: i don't BELIEVE in all that electronic internet crap. what's the point anyway?
me: so, paper copy for you then.
Second, is an older gentleman we'll call Bob:
me: i see you had some luck at the casino, do you want to take some losses against your winnings?
him: who is this again?
me: Your Accountant....i'm preparing your taxes
him: OH...you know, your father did my taxes YEARS AGO, i was his first client
****note****MANY OLD PEOPLE TELL ME THIS SAME THING EVERY YEAR. EVERY SINGLE YEAR.
me: yes, i know....so, do you have any losses to take against the winnings?
him: what?
me: did you lose anything gambling last year, losing lottery tickets...any gambling losses at all?
him: i remember you when you were a baby
me: yes, i know...(I HEAR THIS A LOT TOO)
him: so, i went to mohegan sun and i HIT the slots!
me: i see that....that's great. did u have any losses?
him: oh, i don't want to get into all that....lets just call it a loss and call it a day, ok?
me: it's not a "loss" though...you have winnings, they're taxable. if you want to use losses against the winnings, it will lower the tax you pay.
him: really?
me: yes
him: i think we better leave well enough alone. how's your father? can i talk to him?
me: he's retired....i'll tell him i spoke with you. thank you. you'll be called when the taxes are ready to be picked up. ok? thanks again, good bye
him: wait!!!!!
me: yes?
him: whatever i lost, i lost, i don't need to report it, do i?
me: not if you don't want to, no.
him: i don't any trouble. i like things simple. you know, mohegan didn't want to withhold any tax when i hit the slots!
me: ok, thanks again.....
him: you all set now? any more questions?
me: no, i have everything i need.
him: ok....i better go.
me: yes, me too. bye.





I just noticed that her house in that pic looks good. Trust me, it kept collapsing and she threw it in the trash soon thereafter. The big BABY!!
Obviously he was extremely proud of his accomplishment. Eh...it was ok, I guess. My mother was just hoping the whole didn't end up on her head!! Now THAT would of been funny!
Of course I had some help from The Girl...she was sort of the runner...helping out where necessary. I find doing the holiday stuff with The Girl so twinkley....and it's a reminder (you think I need one??) of how lucky I am to have her to share it all with. I'm very lucky.
