Maybe set a date for doing your taxes and let him know that if he gets the paperwork to you by then you will do both ... if not, you're just doing yours. I think he did well to open up to you - he didn't feel that you trusted him with the numbers.... but you took that opportunity to jab at him (D and J), OUCH!
By saying that you needed the paperwork, did you mean that you didn't trust him? How about a validating statement like: "I understand how asking that would make you feel as if I don't trust you. I don't mean for it to make you feel that way."
