What Causes Me Angst

There’s one day each year that causes me immense angst, almost as much as having to endure those singing Jardiance diabetes commercials. Consequently, I’m inclined to make myself a lemon drop to dull the pain. Or better yet, a martini, sans the olives. I don’t want anything in my glass taking up valuable vodka space when it’s really needed. And I really need it every April 15th.

If you live in America, you know exactly what I’m talking about: TAX DAY. Now don’t get me wrong; I’m not complaining about paying my taxes. I’m perfectly happy to pay what I owe. Well, maybe that’s going a bit too far. Let’s just say I pay what I owe. It’s figuring out what I owe that’s the issue.

For this I blame my CPA, or should I say the woman who WAS my CPA. Each year, well before April 15th, she sent me a folder with a list of questions about that year’s finances. I sent it back, she did her magic, I subsequently paid her then said, “See ya next year!” But there was no next year because she actually had the audacity to retire a couple years ago.

Since it was close to filing time, in desperation I went to H&R Block. Hey, what do I know? I figured a CPA is a CPA. Big mistake. You should know I’m dumb as a rock when it comes to knowing anything about finances. My ex handled all that because numbers and I don’t see eye to eye. My vision blurs and I feel queasy just looking at Forms 1040 and 540.

See what I mean?

Without my longtime CPA, I felt like a bird without wings. I was stuck not knowing where to go. So last year I went to Stan at a local H&R office. He calculated I’d be getting money back on both State and Federal. Awesome…except Stan the man was mistaken. I owed in both cases. But did I learn my lesson?

This year I put taxes out of my mind until mid February. Yet another big mistake. Not having arranged to get a new CPA, I stupidly tried a different person at a different H&R Block. Kevin was a retired CPA and seemed to know his stuff (as if I could tell). But I felt relieved when I handed over my packet of tax stuff and practically skipped out of there whistling.

When I hadn’t heard from Kevin by the end of March, I emailed him at work but didn’t hear back. A couple more days passed. I called H&R but it went to voicemail. I figured they were swamped so I left a message. But on April 15th, after another email and phone call went unanswered, I headed over there a little panicked.

That’s when I learned Kevin had quit, yet nobody bothered to contact me. Audrey, the woman who broke the news, assured me she’d locate my tax return. Except she couldn’t find it. Suddenly, I felt that familiar angst. Eventually, it was found in a cabinet containing tax returns supposedly belonging to a different H&R office.

Since she had another client waiting and because my return wasn’t complete, Audrey said they’d file an extension for $99. I gave them my taxes 2 months prior! I said, “No way” and left, this time definitely not skipping or whistling. I ended up filing the extension electronically that night with just minutes to spare before the deadline.

Here’s what I learned from this: Yes, I’m idiot. (I think we have established that.) But I have rectified my mistakes and have already found a new CPA for next year. And more importantly, he’s NOT with H&R Block.

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