WHAT WOULD YOU DO?

Death and taxes.

 Last year I had to hire a CPA (recommended by my financial advisor).  The guy died at his desk working on my return so when I got the outrageous invoice, I didn't feel like complaining.  To them.  But I did vent to others.

For 2020, two friends both recommended a local small firm they had both been using for over five years.  The price was certainly reasonable and although he didn't suggest that I claim my family as dependents, he agreed that I could claim Kate and her boys, but not Jesse since they don't have that piece of paper.

The economic stimulus checks were part of the issue, so Jesse did have to file a return to get his missing $600 payment.  Nothing on it but that.

Last week in the mail, the Dept of Treasury sent all three of us a notice ... saying there was a miscalculation on our returns.  My refund would be higher!  They would get nothing.  Two days later I got two checks ... one for the higher refund (plus interest) and one for $2,800 for economic impact payment.

When I contacted him via email (with copies attached) he said he would get back to me by the end of the day.  But Jesse should go online to a new web site just for pandemic payments.  (No offer to refund the tax preparation fee that was worthless).

https://www.ssa.gov/coronavirus/eip/?utm_campaign=ocomm-eip-22&utm_content=t2-learn-more&utm_medium=email&utm_source=govdelivery

Stay tuned as I may have to vent again.  I'm afraid to deposit both checks since I don't know if I really get to keep it.  But I think I will and worry about it later.

What would you do?