I work in a tax office. In early January, before most people even get their W2s, a client came in with a 1099-NEC and some random bank statements that were not annotated. I asked her if she was still working her W2 job from prior years, and she said she was. I entered the 1099-NEC into the system, put everything in a folder, and told her to bring her missing W2 and we’d finish it then.
Over the course of the month, she kept scheduling appointments with us and not showing up for them. This was frustrating because it took up a time slot that a client could actually use. Every time we tried to call her phone, we got an answering service.
After four of these, I left a message letting her know that she was not a client of ours anymore and asking her to please pick up her documents. Any future appointments would be canceled.
About two weeks later, the client came in and complained that it “took too long” for us to do her taxes and she wanted to do them elsewhere. She wanted her W2 back.
We didn’t have her W2. We’d never had her W2.
She took home the rest of her documents. (I wasn’t present for this; this is what we learned in the after-event inquest.)
A week after that, the client came in again demanding her documents. Now, her documents were not present. Flummoxed, we turned over the whole office looking for them. Finally, we told her that they were missing, presumed shredded. (I still wasn’t present for this; this was also learned in the post-event inquest.)
She flipped out, saying it was “illegal” to shred her documents and that she was going to call the police on us. That should have gotten her barred and instructed to only talk to our legal department, but somehow, she was given an appointment with me, and even though I canceled it because she’s not supposed to have appointments with me, she knew I was working at that time, came in, and was allowed into the back to approach me and yell at me. A lot. She wambling about the police and “it’s illegal!” and stuff.
I’m autistic, I don’t deal with loud noises well, and this left me overstimulated and curled up in a ball sobbing.
Then, we had a whole inquest to figure out how a disabled employee (me) wound up in that state, where the failures had happened, and how to fix them in the future. It was determined that the return of the client’s documents should have been noted in her file, that she should not have been permitted to make an appointment with me after she was already agitated, and that the notes saying she had never given us her W2 should have been ACTUALLY READ.
I wish I trusted that my coworkers would actually follow the recommendations of the inquest.