While counseling a husband and wife who recently opened a new business, you recommended some legal and appropriate tax deductions. The husband seems very interested, but his wife is afraid that the deductions will trigger an audit. Should you reassure your clients, and if so how?
An individual needs help filing their taxes. Who is our competition?
A man hands you a copy of what he claims is his last years tax return he also hands you what appears to be this year’s W2 form. While speaking with him, you begin to wonder if these forms are actually his, or possibly stolen. What do you say or do?
In our business, whose job is it to make sure that all forms are completed accurately?
A client was recently audited, and an additional liability was determined. You know this was caused by the client withholding information from you. After threatening you on the phone, you now see this previous client parked outside, looking as though he is waiting for you. What do you do?
A client is on the phone requesting an appointment be set. On three previous occasions, appointments have been set with this person and they did not keep them. What do you say in response to this most recent request?
