Too Taxing On That Brain

| Houston, TX, USA | Money

(If the customer has 1) a very small tax refund in comparison to the preparation fees and 2) a simple tax situation, we will prepare and file their tax return for free. We also run a promotion where we’ll give customers $50 cash if they have to pay for tax return preparation. This is a conversation between my manager and a very loud customer.)

Manager: “Since your refund is $137, I will file your return for free.”

Customer: “Thank you! What about my $50?”

Manager: “I cannot give you $50 because I am not charging you anything.”

Customer: “I NEED THAT $50!”

Manager: *remaining calm* “If I gave you $50, it would be like me paying you so that I can prepare your return, right? To give you the $50, I would have to be charging you something first, right? I am doing this return for you free.”

Customer: “Okay, do that! Charge me!”

Manager: “So you are saying that you would like me to charge you $100 for preparation so that I can then give you $50?”

Customer: “YES!”

It Pays To Be Correct

| South Carolina, USA | Money

(I work at a popular tax office. One day, a woman in her 30s, whose taxes I had done the year before, comes in to file. Once we finish entering her information, I tell her how much she would be getting in her refund, which is substantial.)

Me: “So, your state return is $1,570, and your federal is $4,900, for a total of $6,470.”

Customer: “That can’t be right.”

Me: “Do you have another W-2 or 1099 that you need to add?”

Customer: “No, I mean that’s too much money.”

Me: “What do you mean?”

Customer: “I only got $300 last year, so I think you did my taxes wrong.”

Me: “Mrs. [name], I assure you I did them right. You also did get a better job last year, got married, and had a child. All of those things qualified you for credits and a higher refund.”

Customer: “No, No, NO! You did it WRONG and I am not going to JAIL because you are INCOMPETENT!” *grabs her purse and walks out, leaving all her tax documents behind*

(My manager later told me that the customer had come back for her tax documents. She said she had done her taxes online herself, and was getting less than $1000.)