It’s been a bad day filled with very difficult clients, and I’m on the phone with a coworker as we jointly try to figure out how to help a triad of clients who have already been bounced around a great deal.
The person who works the front desk has gone home with a medical emergency, but I still have clients scheduled to come in today, so I can’t just lock the front door. However, I’m also busier than a three-legged dog in a flea convention, so I’m not answering phones, which are ringing off the hook.
We’ve got a service that’s supposed to answer them and set up appointments, call backs, and take messages after they ring three times without an answer, so I’m not worried.
I’ve got two returns open physically on my desk, a third open on my computer, and I’m on the phone with a coworker talking through these interlinked returns while I shovel something that’s pretending to be lunch into my mouth.
A woman comes in. I check to see if she’s my client by asking her name, which is not the name of my appointment, and I say:
Me: “I’ll get to you when I’m able.”
Honestly, I expect her to get sick of the wait and walk out. SHE DOES NOT HAVE AN APPOINTMENT. This is my scheduled time for shoveling food into my mouth and discussing these three returns with my coworker. THAT IS WHAT IS ON MY SCHEDULE FOR THE NEXT FIFTEEN MINUTES, unless my next client comes in early, and it’s been a client coming in early sort of day.
A few minutes later, she quite rudely interrupts my discussion with my coworker by reaching over and unplugging my headset.
Her: “I can hear you discussing sensitive details of other clients, which is making me quite nervous about how my own data security will be handled. Now, I have been waiting ten minutes, and I’d like to be seen.”
Keep in mind, since I am aware she’s present, I’ve neither been saying any names nor discussing specific numbers, just talking about tax law and talking about the three clients’ living and financial situations and how that affects it. They’ve got a complicated living situation, which isn’t important to the story, and an even more complicated financial one that’s even less important. The point is that what I’m sharing is not ‘identifiable’ information.
Me: “Okay. What do you want?”
Her: “I’d like to make an appointment.”
Me: “We’d prefer you call in.”
Her: “No one’s been answering.”
If the service hasn’t been doing what they’re supposed to do, that’s concerning, but many clients just hang up when the line transfers. I’m not sure which it is in this situation, but I make a memo to let my supervisors know.
Me: “Okay. What do you need the appointment for?”
Her: “I need to do an amendment.”
Me: “Okay. Any particular reason?”
Her: “I filed my taxes with you guys, and I need to file a Schedule H.”
For those of you who are curious, a Schedule H is something you must file if you have ‘in-home employees’ such as nannies and au pairs.
Me: *Confused.* “The Schedule H should have been filed with the original return?”
Her: “It wasn’t. That’s why I need to file an amendment.”
Me: “Okay, so was it our error that led to that?”
Her: “No. I got the schedule H done elsewhere with another accountant, and now I need to file it with my taxes.”
Me: *Internally.* “Why. Why, why, why, why, why, would you do that?!”
Me: *Externally.* “Okay. Since it wasn’t our error, you’ll have to pay for the amendment. It’ll be a $29 fee for the federal amendment, a $70 one for the state amendment, and… I don’t have the price of a schedule H memorized, but I think that’s in the $50 to $70 range this year.”
Her: “Wait. Why are you charging me for the Schedule H?”
Me: “Because it’ll be part of the amendment.”
Her: “But I already paid to get it done elsewhere.”
Me: “Yes, and we’ll have to redo it to file our amendment.”
Her: “But I already paid to get it done elsewhere.”
Me: “And we’ll have to redo it.”
Her: “But why?”
Me: “Ma’am, if you walked into a sandwich shop and asked for a roast beef sandwich, and then brought your own roast beef and tried to get them to use it and demanded a discount for it, would you expect them to do so?”
Her: “What I… You’re very rude.”
Me: “I am.”
Her: “Is it possible to file an amendment myself?”
Me: “It is.”
Her: “I think I will.”
Me: “Okay. Goodbye.”
I plugged my headset back in and turned my attention away from her and got back to work. I did hear the door ding as she left.