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What's your tax season ritual?

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By Jody Padar
April 14, 2014

As soon I finish this blog post, I will begin and complete working on my “favorite” 1040. This tax return is of medium complexity and has a multistate component. It also has big dollars involved even though most of it is on stated (W2’s, K1’s, etc.) forms.

Like most returns, it has a personality. 

But why is it my favorite? It’s simple: it signals the end of tax season. This return is always—yes, always—the last return that goes out the door. It is also usually hand-delivered before we head to our post-season celebration. And yes, it has some funky state things that prohibit it from being defined as a state e-file.

It is my tax season ritual.  

Like a traditional Christmas Eve dinner or a first day of school picture, it’s the most important return in my firm!  It marks a transitional point; my inner sense of zen to another season well done. 

After this return is finished, I will only have phone calls and fires to extinguishto complete the 2014 filing season. Most of my extensions have already been filed. Through social media I learned that I am not the only obsessive compulsive CPA with an end of tax season tax return ritual. 

Do you have a favorite last tax return that is your ritual or marks the end for you? Please share your “last one!”

1 Comments

My end of season ritual is generally me thinking I have done my last tax return of all time. I don't want to come back into the office and clean up. Generally, I just want to close the door and never unlock the door again.

I've unlocked the door though, sometimes the next day, sometimes the next week for a number of years. Tomorrow, I won't answer the phone unless I know its a personal call. Later, I'll put up the "Gone Fishing" sign and take a vacation and at some point during the vacation, stop thinking about the things that could have gone better. I'll make a few notes, cross a few names off the Christmas card list of clients I don't want to see again, ever. Laugh about some antics, have a prayer about the clients who've had an especially tough year.

I'll probably come back, but this year, with all of the rancor I've seen and felt, not sure if I want to come back. I get the distinct feeling that the IRS is now an enemy and am convinced that the IRS wants taxpayers to file incorrectly. Because if they do, they are liable for any fines or levies and like the H&R Block commercial, leave at least a billion in unclaimed deductions.

Posted by: OnQue | April 15, 2014 12:14 PM

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