Anyways, I'm back.
My immediate family all use the same accountant. Could we do the taxes ourselves? Possibly. But that's a topic for another day.
So last year I got a return but my siblings owed (state and Federal). I can't remember about my parents. Anyway, our accountant told us to claim we were single (which at the time I legally was) and zero exemptions.
Let me tell you, that sucked! It was a lot more money out of my paycheck (ok ... not a lot more money, but enough that I'd notice). But we listened. And this year, we all got rebates.
Which got me thinking. My accountant, I listened to without really a moment's hesitation.
Doctors, not so much. Now I'm not talking about big things like cancer where we'd probably do anything our doctor recommended. I'm talking about "proactive" things like lose weight, eat healthier, exercise more. Ok, technically these could all be "big" things some day but at least in the present they aren't IMMEDIATELY life threatening, so more often than not, we ignore the advice.
For instance, my orthopedist recommended I wear a boot a few hours a day and do some exercises to help my foot. The boot I'm pretty good at wearing. The exercises? Not so much. I keep saying I'll start. But alas I don't.
Maybe tonight will be the night!
I bet our accountant was pleasantly surprised when he saw our IRS forms and saw that we ALL listened to his advice.
If only all professionals got the same response...