As she explained her situation, I learned that she had to have four prior year returns and the current year return completed. She had to have two returns for the most recent years completed to take with her to a bankruptcy hearing at 8:00 AM the next morning.
She had all of her receipts for a home business, W-2s for a part-time job, plus her husband's disability income. Nothing was recorded in spreadsheets, lists or logs -- just huge files of receipts and statements.
We started at 8:00 PM and worked through the night. We ate snacks from the office for dinner and she took cinnamon buns for herself and her husband for breakfast when we finished at 4:00 AM. She was able to take the completed forms she needed to the court hearing that morning and was most appreciative of our coming to her rescue with exceptional/fanatical customer service.
Author: Jane Westbrook
Bio: After 30 years of public service as a public school teacher and administrator, I semi-retired and started working as a part-time tax preparer and office manger for Liberty Tax® two years ago. I view this position as a continuation of public service and a way of making a difference in our customer's lives.