[phone ringing] Tracey: Good Morning, Webb Tax Preparation Service, Tracey Webb speaking how may I help you?

Jeff: Tracey!

Jeff: It's Jeff Adams....

Jeff: we haven’t spoken since you helped me through my first tax return after my divorce.

I still can't thank you enough for all your help.

Tracey: Wow Jeff! Good to hear from you. Oh yes, my old friend and client!

How are you and your two kids doing?

Jeff: Actually, Tracey, everything is great.

I’ve been dating someone and just recently got engaged!

Tracey: Wow – congratulations!

Now, I would love to hear more about how you met.

But, I’m sure that’s not why you called. So, let’s talk taxes. How can I help you, Jeff?

Jeff: You read my mind! I don’t think my tax situation has gotten any easier I have so many questions for you.

First, My fiancé, Mia and her son, moved in with me and my two kids this past May.

Now I need to know if I still file Head of Household, and can she be Head of Household as well?

Or, does Mia have to file another way? Also, what about the kids – who claims who?

Tracey: Yeah, wow. I agree. That's a lot of questions that we’ll need to deal with when you file this year.

Jeff: But wait a minute. That's not all! Mia pays all her mom’s support. And… her mom lives in Mexico.

She hasn’t considered claiming her mom as a dependent in the past, but we heard that maybe she could.

Tracey: Ooookaaay. Let's meet to further discuss.

But before we meet, I have homework for the two of you.

I’ll email you a list of questions and possibly ask for some documents.

I will need this in order to prepare both of your tax returns.

Since you aren’t married yet, you’ll be filing separately.

Jeff: Ok, I figured as much – you’ve always been very thorough.

Let’s set that appointment up now. But, let’s make it a week or two out – my fiancé and I will need time to run down all the information that you need Tracey: Ok. That’s perfect…. I’ll email you my open dates.

Now, is your email address still good from last year?

Jeff Yes, it is. Just one more question before I say goodbye.

Tracey: Sure, what is it Jeff?

Jeff: Do you offer discounts for family tax preparation services?

Tracey: [laugh] I do!

We’ll talk fees at our appointment – so I'll see you then.

Jeff: Thank you. Great talking with you again!

Tracey: Same here Jeff. Bye-bye.

Jeff: [under breath] She got me.