So on Wednesday I decided to head to Winchester to get some tax advice from an accountant recommended on a facebook post to my friend Amy F's page. It's a 1-hour drive from my house, and in the "toxic" minivan, quite a long stretch. So I go over there expecting to pay $60 for the consultation (as I had asked when I spoke to her on the phone).
I get there a few minutes late (I was frantically printing out at the time 80 pages of IRS forms before - I only printed out 20 and luckily that was enough) She works out of her home, so I knock on the door, go in, and immediately notice "The Smell". This is, of course, the smell of a house of someone who smokes incessantly. I think it rather funny (if it wasn't for the health damage) that I'm driving in a car spewing exhaust through the vents and then going into a smoke-filled house (so much that I had to replace clothes when I arrived back at home). Well anyway, I won't dwell on this because this is a great story as I said in the title.
So the accountant (Pat) is helping me look over my forms and making sure I'm doing everything right with all of my forms - and I'm asking her questions and everything. So a little into it, when we're talking about expenses related to rental property, she says "Now here you would put tax accountant fees, so for example $25, but you wont need any here since I'm not going to charge you". Now I heard that and thought "Well, that just means I'm not getting charged the full tax accountant fees since she's not doing my taxes". Didn't think anything of it for a while.
So the only thing Pat didn't know was how to deal with my ISO's wrt AMT (but being a tax accountant in Winchester, how many times do you have to deal with ISO's). So she said she'll look at that Saturday and get back to me.
I got some good advice and now have almost finished adjusting my taxes. I feel much better now. Anyways after the hour or so session, I ask "So how much do I owe you?", seeing as she hasn't mentioned anything about it. She says "Nothing" ?! And then says "Look at this stack here", as she's pointing to a stack of account sheets and books, "I spend most my days doing bookkeeping for companies, which is boring to me. This was a break for me - I really enjoy looking at taxes!". As I was walking out, I felt like maybe I should drop a 20 somewhere, but I thought maybe we'll just send her a gift card or something.
So what could have been just a normal going-to-the-tax-lady experience became an anything-but-normal experience. Small-town America gave me a surprise, and hopefully I can spread the word of this nice tax lady (check out www.patsfasttax.com) and the business she runs out of her home. Definitely worth the drive!
US Consulate Day
10 years ago