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Tax adventures! - Journal of Omnifarious

Apr. 5th, 2005

10:27 pm - Tax adventures!

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My taxes are done now, and I'm happy with how things worked out, but the process I went through was pretty annoying, even if it was mostly my own fault.

I will organize this story as a list:

  1. Collect all the stuff together (including last years forms, which I make a frantic search for, then discover they've been in the receipt box all along).
  2. Figure out what to do with all the weird mail I've gotten about stock
  3. Ignore it all and just lump it in anyway
  4. Haul it off to the H&R Block that I hauled it to last year.
  5. Get sat down with a preparer who refuses to let me use any of the receipts I've so carefully collected, receipts of the kind I've used every year since I've gotten my house.
  6. Leave in an annoyed huff and resolve to find a different preparer.
  7. Decide to find another H&R Block, since they've generally been good in the past, pick one near work.
  8. Head up there and have the guy fuss over your taxes for 1.5 hours or so.
  9. Make a later appointment, show up, and have him fuss over them again for a couple of hours, getting barely farther than you got the first time. Call the guy who did your taxes last year to ask about something this guy doesn't understand about what was done on last years form.
  10. Have him ask bizarre questions about your stock that include assumptions that you just know are false from looking at the forms yourself.
  11. Decide this guy was incompetent
  12. Make an appointment to see the guy who did them last year thinking to yourself "I should've done this right from the start!"
  13. Have the receptionist call you on the day of the appointment, a few hours before and tell you that she made a mistake, schedule the appointment a couple of days later.
  14. Finally show up at the office with all your paperwork in hand and have the guy do your taxes.
  15. Marvel at his competence, listen to his wise advice, be happy with your nice refund that wasn't quite as large as you were hoping, and not as large as the previous years due to Washington not having an income tax.

Really, it was a huge annoying pain that went on for two weeks when it should've just taken a day. I made the mistake of thinking of H&R Block as having standardized service instead of scoping out the individual preparers. I won't be doing that again.

Tags: ,
Current Mood: [mood icon] annoyed
Current Music: Evanescence - Bring Me To Life

Comments:

[User Picture]
From:kosmo
Date:April 6th, 2005 05:53 am (UTC)
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You should seroiusly consider a real for real accountant.

A vast majority of the people doing tax prep for walk in customers for H&R are run of the mill people who take H&R's tax prep class to handle the most common scenarios.

Several of my friends have told me that the cost of paying is uaually offset by the additional breaks they can (legally) get for you.

just FWIW and all.
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[User Picture]
From:omnifarious
Date:April 6th, 2005 08:07 am (UTC)
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Actually, the guy I went to there seems really competent, and knew a whole bunch of angles. I think though, that I will take your advice and hunt around if ever he leaves, or I move out of Seattle.

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[User Picture]
From:somewoman
Date:April 6th, 2005 06:29 am (UTC)

Ugh.

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*Me bows down before 1040EZ*

I know there will be a time when it will be worth my while to itemize deductions (or I'll have to), but for now... I'm glad I can do my taxes in 5 minutes.
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[User Picture]
From:omnifarious
Date:April 6th, 2005 08:10 am (UTC)

Re: Ugh.

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*chuckle* I've actually wanted to itemize for awhile, but couldn't until I got my house.

Now I spend enough on computer equpiment every year that I could even without the house.

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From:rosencrantz319
Date:April 6th, 2005 07:01 am (UTC)
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[User Picture]
From:omnifarious
Date:April 6th, 2005 08:06 am (UTC)

Re: Thank you Thank you I'm here till tuesday.

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*groan* :-)

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From:xhasanx
Date:April 6th, 2005 12:55 pm (UTC)
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I would explode if that happened to me.
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[User Picture]
From:omnifarious
Date:April 6th, 2005 06:42 pm (UTC)
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I'm pretty even tempered and rational in my anger, most of the time. You don't want to see me when I'm really angry though. It's not at all fun.

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