“Oh, you shouldn’t have.” (You really, REALLY shouldn’t have.)
By Frank Stitely
The Relentless CPA
We all have clients who bring in tax documents in laminated three-ring binders. They smile big toothy grins and tell us how they’re our most organized client. There’s no reason for us to organize the documents, as they’ve already done us this huge favor. Of course, there will be no reason for us to remove anything from the binder and everything should be left in the binder just as it is.
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We call these people binder boys. They have no clue that organized for them is not organized for tax return preparation. Preparing a return from documents in a binder takes twice as long, at least, as preparing returns from a well-organized PDF file.
We also have the people who use five pounds of staples to organize 20 pages. They don’t want any loose documents falling out of the file.
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