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About schirallicpa

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    ATXaholics Anonymous
  • Birthday July 22

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  1. Scanners

    I read that fast and thought you had been using Xerox for 152 years! And thinking - is Xerox that old? And assuming tax preparers never die.....
  2. speaking of 3115.....

    Taxpayer and wife have a farm. (and losses for the first 3 years, as any good farmer shall have....) Taxpayer claims farm. Taxpayer and wife get loan from the FSA and FSA says they are a partnership since the land is owned jointly and the barns are owned jointly. (Yeah - the FSA wanted the second signature.) But now the Taxpayer is wondering if we should amend past 3 years since their farm is now declared by a federal agency a partnership. In looking at the return, they would get a refund having the farm offset the wife's self-employed income. Is this a 3115 or just amended returns? (remember the good old days when you could just mark the "joint" box on the top of a Schedule F or Schedule C instead of creating 2 and splitting in half.)
  3. having trouble with direct debit on efiled return. rejected

    well - within the year - at least. Come on.......a little credit
  4. OIC when 941 taxes are also in arrears

    assuming you checked the statutes and he is still in time frame to make payment. I'm kinda new in representation work. But I can give you a great reference to a guy in Buffalo NY who really knows his stuff: Lawrence Lawler. Address: 2250 Wehrle Dr, Williamsville, NY 14221 Phone: (716) 631-5111
  5. Hang in there!

    I'm blaming the weather. My clients have been the worst this year. I think it's been too nice out here in western NY and they still think it's summer. They have been slow, and lazy. I think when it's cold out, people around here are more likely to tend to their paperwork. Or maybe I'm just a little more grumbly-mumbly lately......
  6. having trouble with direct debit on efiled return. rejected

    It worked today with today's date. I had not come across that before. Thank you!!
  7. invoicing software

    I think my problem is I HATE QUICKBOOKS and try to avoid it at all costs.....
  8. I have a client that is owing money with his return and he's actually paying it on time. Which is awesome. And they gave me the bank details today and I input to take money tomorrow. And I am getting rejected with a message that the pay date cannot be later than the tax return due date. (yes - we filed ext) Can I not pay with a return now?
  9. invoicing software

    Let me pick everyone's brain again. We have forever used the invoicing/billing in the ATX software. And any services outside of ATX are billed manually on a word document. And all our billing is kept track of in an excel spreadsheet (and not a fancy one either.) Wondering what software suggestions my fellow ATXers have. My problem lately is that we have grown enough that tracking billing is getting cumbersome. Especially for non-tax return work. When it is a tax return, it doesn't get efiled til I get paid. But some of my other IRS rep work and compliance work is harder to keep track of.
  10. paying back medical ins from settlement

    I guess if I felt it would totally fly, I wouldn't have posted the question. My gut feeling is "no". I will see what the legal documents state, but I have a feeling they did not reimburse the medical ins just because it seemed like a nice thing to do. thanks all.
  11. Taxpayer was in an accident a few years ago while on the job. His medical insurance company paid his medical bills. Then he received a large settlement in 2016 (tax free) and out of the settlement, he had to pay back the medical insurance company. So, effectively, he took ownership of the money via the attorney, and the attorney wrote checks to med ins company from escrow. Is there a deduction for him for medical expense?
  12. Turn around time when faxing 2848 or 8821

    I think they should just turn over the IRS to us and we'll handle it for them.
  13. Turn around time when faxing 2848 or 8821

    I which the fax machine would just disappear and the IRS would be forced to do everything via internet. We get 8821's and then look online to see where client stands with IRS before going any further in creating the engagement letter. It would be really neat if they didn't take 2 weeks.
  14. I've faxed plenty of these, but usually I have some built in time that I'm not trying to get an answer for someone in a matter of hours. So I'm wondering if any one kinda knows how fast these actually get processed that I would have any luck accessing accounts within a day or 2. You'd think we could submit these electronically by now.
  15. S corp stock sale - do new owners file new 2553

    ok - just wondering. It seemed a little too grey. thanks!