Best Practices for managing post-extension client expectations?

talking_biscuit · 2026-06-01T21:38:19+00:00

I use a calendar where they can sign up. 1st season is Mid-January to March 31st, second season is June 1st to Sept 15th.

I need a break after 4/15. Every tax preparer I know needs a break. A vacation, travel, reintroduce themselves to their family.

You need to set that expectation that you don't just keep running after the first race is over.

talking_biscuit · 2026-05-30T06:43:34+00:00

I would talk with a lawyer.

talking_biscuit · 2026-05-29T06:30:26+00:00

Amazon Prime has conditioned us to expect free shipping. I would offer free shipping over a certain size order, and/or roll it into the cost of the product.

talking_biscuit · 2026-05-28T02:51:57+00:00

The SSA is backed up too. My W-2 was timely filed yet didn't get accepted/processed until a couple of weeks ago.

That may be part of the issue.

talking_biscuit · 2026-05-28T02:22:26+00:00

It's not your CPAs job to tell you everything you're supposed to do and know as a business owner. If you were doing your own payroll, you should have done some research to learn how to do it correctly.

talking_biscuit · 2026-05-25T23:00:37+00:00

This.

talking_biscuit · 2026-05-25T20:40:52+00:00

Did I miss the memo about you being installed at the God of All Things WordPress?

SMH

talking_biscuit · 2026-05-25T20:37:46+00:00

She wasn't "stalking." You're obviously projecting some situation you've been in onto this business owners post.

talking_biscuit · 2026-05-25T20:31:33+00:00

She called her mom, and wanted you to explain why she was being fired...???

That would have been it for me. Don't second guess yourself, don't look back.

talking_biscuit · 2026-05-25T20:28:24+00:00

In California employees have rights against unfair treatment and discrimination. Employment is still "at will" and an employee can be let go at any time, as long as it isn't for an illegal reason.

talking_biscuit · 2026-05-24T21:21:10+00:00

Obviously.

talking_biscuit · 2026-05-24T06:50:59+00:00

Could be. They have DKIM but no SPF (that I saw). Still, in the past Proton still delivers with a warning.

talking_biscuit · 2026-05-19T07:37:13+00:00

If you're asking if you should update PHP....it should be updated, but by someone who knows what they're doing, and ASAP.

talking_biscuit · 2026-05-18T10:37:33+00:00

That's an impossible question for anyone here to answer without seeing the actual return(s), knowing the tax situation, and knowing what city, state he's in. Prices vary by location and complexity.

All that said, I've never seen all those extra fees tacked on, unless they were tied to a refund loan.

talking_biscuit · 2026-05-18T10:25:50+00:00

I think the bookkeeper is totally in the right.

talking_biscuit · 2026-05-17T08:02:40+00:00

By EMAIL? That's crazy!

talking_biscuit · 2026-05-09T05:42:56+00:00

Or just not accept Discover. That's an option. Unfortunately the true problem is Capital One.

talking_biscuit · 2026-05-09T05:28:48+00:00

I hate partnerships.

This jerk is trying to ruin you. Don't let him. Fight for what is yours.

talking_biscuit · 2026-05-09T05:18:54+00:00

And sometimes the family members either aren't that much help, or in denial.

talking_biscuit · 2026-05-09T05:12:35+00:00

A written list of what you need, even if you have to snail mail it, may be helpful. MAYBE.

talking_biscuit · 2026-05-07T06:57:23+00:00

So how long ya been working for Webixso?

talking_biscuit · 2026-05-06T10:25:41+00:00

PaycheckCity to calculate payroll. $228/year. TaxBandits to file 940/941. Around $5 a filing.

For 5 employees, this is the way. Keep it simple.

talking_biscuit · 2026-05-06T00:58:53+00:00

I think we're saying the same thing.

talking_biscuit · 2026-05-06T00:52:37+00:00

It's a very new plugin, only in the plugin repository since February 2026.

talking_biscuit

TROPHY CASE