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I am hoping santa gets me a new router this Christmas too! I have a lot of woodworking projects that I want to get to. Tom Modesto, CA

Download at..... https://www.journalofaccountancy.com/issues/2019/dec/business-tax-quick-guide-2019.html

Can't remember if this has been discussed before, but who is ready or not for the mandatory security plan?

An error, for sure. Currently on the site:

As they say: "Sounds like a plan to me." I'm pretty sure yours is like 90% of other tax preparers in this country (excepting the Big Three/Four/Five/Whatever national CPA firms). HERE'S MINE: (1) designate one or more employees to coordinate its information security program. I ALSO NAMED MYSELF AS SECURITY COORDINATOR. (2) identify and assess the risks to customer information in each relevant area of the company’s operation and evaluate the effectiveness of the current safeguards for controlling these risks. I KNOW OF TWO OR THREE LOWLIFES AROUND HERE WHO WOULD BURGLARIZE THE PLACE IF THEY COULD, BUT I'VE GOT A LANDSCAPE TIMBER UNDER EVERY DOORKNOB AND THEY CAN'T KEEP THEIR STOLEN TOOLS WITHOUT PAWNING THEM FOR LIQUOR. (3) design and implement a safeguards program and regularly monitor and test it. I BUY FILE CABINETS, LOCK THEM, AND PULL ON THE HANDLES EVERY NOW AND THEN TO SEE IF THEY STILL WORK . (4) select service providers that can maintain appropriate safeguards, make sure the contract requires them to maintain safeguards and oversee their handling of customer information. I DON'T HAVE ANY SERVICE PROVIDERS EXCEPT ATX AND MALWAREBYTES. ALL MY STUFF'S HERE AND NOT UP IN THE CLOUDS. JUST HOPE THOSE GUYS AT ATX CAN KEEP A TIGHT LIP ON THEIR END/ DON'T TRUST MAL TOO MUCH 'CAUSE THEIR REP'S IN BORA-BORA OR SOMEWHERE AND BARELY SPEAKS ENGLISH. evaluate and adjust the program in light of relevant circumstances, including changes in the firm’s business or operations, or the results of security testing and monitoring. WELL, IF THE PLACE BURNS, THE FILES WILL GO WITH IT. IF TORNADO, THEN ME AND THE BATHTUB WILL GO WITH IT, SO I''LL BE OUT OF REACH OF IRS. WE HAVE FAKE ADT STICKERS (FRONT AND BACK) PLUS A BLINKING RED ROOM DEODORIZER THAT LOOKS LIKE A BURGLAR ALARM IN THE BACK WINDOW. OTHER THAN THAT, THE OUTSIDE MOTION LIGHTS ALL HAVE WORKING BULBS, SO CAN'T THINK OF WHAT ELSE TO DO EXCEPT MAYBE CHAIN UP A PIT BULL IN THE BACK YARD. BB

Ditto to all the posts from those who remember William Tasker. I too interacted with him several times in the past. I am saddened to hear of his passing. Prayers for his family at this difficult time. Thank you Kerry for letting us know as well as providing a way to assist his family. Kudos to you and as Catherine said, pop in here from time to time to say hello. You probably don't remember but you supported me when I was an ATX user as well. Take care my friend.

When you are subpoenaed for your records, be sure and include a bill for your time when you deliver to the law firm. They will pay you. I can't imagine any lawyer would allow you to represent their client. They will bring in their own completely partial accountant for that. Don't take it personally when dealing with the attorney's.

There's some excellent advice on this thread. Situations involving lawyers tend to be very lucrative for the lawyer and very costly for the tax preparer.

I would end services with both. I would likely provide copies of all relevant documents (what I was required to have kept ONLY, nothing extra) to each, and prepare two more sets, one for each attorney to be sent as soon as I receive authorization from each party. This may keep me out of subpoena/court, which is an expense I may not be able to recover recover easily. Preparation at my timing may be better than under pressure of a court order. If each knows the other will get the same set of required documents, it may reduce the need to involve me in any squabble. Depending on my requirements/restrictions, maybe I can ethically use the same letter to each, with a cc statement or something at the bottom. I would make sure I was not in possession of anything I was not required to have. For instance, if I am required to keep 4 years of documents, I would rid anything more than 5 years old. (The extra year is to avoid any issue with calculating the time down to a day or month.) Documents I am not supposed to have cannot do me any harm... The process should be exact, or close to, my process for firing a client. Upon final dissolution, if asked, I might choose one to resume services for one. I would not entertain accepting either until final dissolution.

Downloaded and set up.

I always have 2 printers, both hard wired, not wireless. I do have WI Fi in my office but only for my smart phone due to weak cell signal strength.