This is my second tax nightmare in 18 years. Why they choose me, I don't know.
The first time, someone else's income was reported under my social security number, and I got a tax bill representing about half my annual income. I only found out about it after my ex-husband intercepted and opened the letter and withheld it from me until after the deadline for dispute had passed. The IRS agent who helped me was warm and friendly. Although this was someone else's mistake, it fell upon me to do the research and resolve the problem. File under: NOT MY FAULT, STILL MY PROBLEM. This involved tracking down the other person, a coworker, and convincing her to give me a copy of her W-2. It seems obvious that someone involved in the payroll process at my office had made the mistake; otherwise, we would be looking at one of the most outrageous coincidences of all time. Could someone somewhere just vaguely, passively say that A Mistake Had Been Made and apologize to me for my inconvenience? Heavens no.
There are two things we can never expect in this life: gratitude for the good we've done, and apologies for the mistakes that other people have made.
Now I'm sitting in the City of Los Angeles Office of Finance. They've summoned me to a hearing for supposedly not paying municipal business taxes. This despite the fact that I have not lived within a City of Los Angeles zip code since 2015. The summons was even addressed to me at my previous non-LA address.
This is the fourth calendar year that we have been having this dispute. I tried everything. I sent letters. I spoke to an agent on the phone. I sent copies of our tax return. I have told them over and over again that 1. The income they were after is actually my husband's salary, not business income and 2. We don't live in LA.
Their response was to send a tax bill for slightly over $8000. Weirdly, it's almost the exact same amount I was mistakenly assessed by the federal government back in 1999. I got that cleared up, or so I thought, and then several months later I get this summons.
I guess it's my karma that maybe I robbed someone of $8000 in a past life? Or maybe I was a cruel tax collector? Who knows.
What I WANT from this transaction is:
For someone to take accountability and say, "This was our fault, not yours."
Compensation for my time
A letter absolving me from further bureaucratic transactions with this department
Some kind of goodie like a free bus pass
What I NEED from this transaction is:
Resolution of the issue
Some kind of notation in my account or in whatever database or mailing list
Knowledge of what to do if anything like this happens again
My INSTINCT is to:
Yell at someone
Tell the entire saga from start to finish
Call my mayor
Alert the media
Cry (actually I did that the day after I got the letter)
What I actually do is to use my carefully honed skills in navigating bureaucratic red tape. I use tact and civility. Guess what? My case is resolved half an hour after I walk in the door. I didn't get an apology or compensation or any of those feeble fantasies. What I did get was the most genial, easy-going guy on the staff, who listened carefully, closed my account, and gave me photocopies of his stamped paperwork for my file.
How is this done?
There's an art to doing these things smoothly, and as far as I can tell, not everyone is aware of it. I have seen people shouting so loudly that they could clearly be heard through the entire building, or pounding their fist on the counter. The only thing you get when you act that way is a conversation with a security guard. Threats, intimidation, swearing, scowling, glaring, sarcasm, rudeness, cutting in line, interrupting, and gesticulating are tools for fools. They're only going to make things harder. You never know when you'll find yourself in the same office again, or facing the exact same person in a different job.
The person I'm talking to is almost certainly not the person who made the mistake on my account. This person is my ally. We want the same thing. We both want a simple transaction in which I go away quickly with a smile on my face. His goal is to do his job and make it to the end of the day without someone shouting at him. My goal is to be the friendliest transaction of his week. This person, whoever it is, is much more likely to listen to me and believe me if I am rational, respectful, and deferential. I walk up smiling, dressed professionally, and I make sure to wait my turn before speaking.
Always start with the assumption that the miscommunication has been on your end. Maybe I walked in the wrong door, didn't read a sign, or unknowingly shuffled a vital piece of correspondence into a wad of coupons that I then recycled. I start from the position of empathy, imagining that I am on the other side of the desk, forced to deal with this uptight, nervous wreck of a middle-aged crazy birdwatcher lady before lunch. I've been a civil servant and I've worked in customer service, so this trick of empathy is easy. I want to be my own ideal customer or client, the person I wouldn't mind helping.
The truth is that there is nothing complicated about my situation. It's routine on both sides. Any weeping or gnashing of teeth I have done has arisen from 1. My own anxiety 2. Projecting 3. Mind-reading (which doesn't work) and 4. Predicting the future (badly). I got all wound around the axle. I felt like THIS ALWAYS HAPPENS TO ME and WHAT WILL I DO NOW? and WHYYYYY MEEEEEE? I also felt that IT'S NOT FAIR and I WANT CAAAAAAAKE. It actually crossed my mind that I would have to see a judge or that someone would demand some kind of payment from me. I thought I would have to camp out in the office the entire day and come back again the following day, possibly through the entire week. Not a single thing that worried me came true. If I really want compensation, it should be for the time I spent flagellating myself and the sleep I lost tormenting myself with weird imaginary scenarios that never happened.
Gracious behavior always helps. When I listen courteously, I hear more details and everything makes more sense. When I wait patiently, I get better treatment. Everything goes faster when people wait their turn, including me. Most importantly, the self-discipline of controlling my irrational responses and NOT doing what comes naturally helps me to realize how rarely I ever need to escalate. Life is easier than we think it is, especially when we're not having a conniption.
PS On the way home, I found a dollar coin. So that's something.
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I've been working with chronic disorganization, squalor, and hoarding for over 20 years. I'm also a marathon runner who was diagnosed with fibromyalgia and thyroid disease 17 years ago.