Search found 7 matches

by AD3
Wed Apr 12, 2017 5:26 pm
Forum: Personal Finance (Not Investing)
Topic: Tax preparer charging for past tax PDF's copies
Replies: 49
Views: 3740

Re: Tax preparer charging for past tax PDF's copies

Vanguard Fan 1367 wrote:I am wondering what the charge was for the PDF copies? That certainly would make a difference.

I think that in some circles a dollar a page is not an unusual charge for paper copies of records.


It was a $20 fee, it was based on what they could find. Which was 5 years worth of taxes documents.
by AD3
Wed Apr 12, 2017 10:51 am
Forum: Personal Finance (Not Investing)
Topic: Tax preparer charging for past tax PDF's copies
Replies: 49
Views: 3740

Re: Tax preparer charging for past tax PDF's copies

I have heard of CPAs charging for PDFs before. Seems a bit like like being charged for butter for your dinner roll in a restaurant. I don't know why the past returns were required and how fast they were needed, but I wonder if there would have been a charge a few weeks after the end of tax season. ...
by AD3
Wed Apr 12, 2017 10:23 am
Forum: Personal Finance (Not Investing)
Topic: Tax preparer charging for past tax PDF's copies
Replies: 49
Views: 3740

Re: Tax preparer charging for past tax PDF's copies

I would say he is being penny-wise but perhaps he is a low budget operator!? That is, perhaps you selected him because he doesn't cost much!? Therefore it's probably fair, though short-sighted, for this guy to ask for a fee. The fact that I pay my CPA a lot of money entitles me to a "free"...
by AD3
Wed Apr 12, 2017 10:19 am
Forum: Personal Finance (Not Investing)
Topic: Tax preparer charging for past tax PDF's copies
Replies: 49
Views: 3740

Re: Tax preparer charging for past tax PDF's copies

betterdays wrote:Check with your local library. Mine has a input device which reads the paper copies and will create a PDF file on a USB drive or send it as a PDF attachment to a email address. No Charge!



Thanks for the advice, never thought about that.
by AD3
Wed Apr 12, 2017 10:17 am
Forum: Personal Finance (Not Investing)
Topic: Tax preparer charging for past tax PDF's copies
Replies: 49
Views: 3740

Re: Tax preparer charging for past tax PDF's copies

For those of you who still pay CPAs to do your tax returns, you might want to give TurboTax or something similar a try. My parents were paying hundreds each year to pull all of their information together for their CPA, and all they got from the CPA was a fancy booklet with estimated tax forms. Well...
by AD3
Wed Apr 12, 2017 10:15 am
Forum: Personal Finance (Not Investing)
Topic: Tax preparer charging for past tax PDF's copies
Replies: 49
Views: 3740

Re: Tax preparer charging for past tax PDF's copies

zuma wrote:He can justify charging you because, as mentioned, time = money.

Do you know if the PDF version had already been created when you made the request? If not, it would take some time to create it.



The PDF version are already created, he just needs to find them.
by AD3
Wed Apr 12, 2017 1:24 am
Forum: Personal Finance (Not Investing)
Topic: Tax preparer charging for past tax PDF's copies
Replies: 49
Views: 3740

Tax preparer charging for past tax PDF's copies

Hello everyone, Long time visitor to site, but a new user nonetheless. I recently filed my taxes a few weeks ago, while doing so I requested PDF files of my past taxes. My long time EA stated that in order for him to send them to me I found need to pay a fee in order to receive them. I was curious i...