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And to all, God Bless...

Enjoy a few days before those 1099s start rolling out.

Merry Christmas!

I had a WC auditor come audit my tiny payroll which included my kids at the time. I remember him asking me what they did with their money. I told him I didn't ask me other employees what they did with their money so why would I ask them. He just rolled his eyes.

You don't have the type of clients I have. It takes me that long just to sort most of my clients' docs, longer if I have to open the envelopes. Why, oh why, can't they at least open their mail? Especially annoying are the ones where you have to fold this flap first, tear here, tear there, tear your hair out.

The Happiest of Holidays to everyone. I feel as though you all are family and I look forward to spending some precious time with you. Always take the high road!

I'd rather that, than the ones who open the docs with a chainsaw - half the docs are ripped to shreds!

There's a web address at the bottom of the QR code that you can copy and enter into the "secret code" section of the authenticator extension. 1. 2. 3. 4.

I do the returns for about a dozen clients while they wait. It's actually very enjoyable and I enjoy talking with them as I do the returns. I could totally see the benefits of going that route but I can't imagine doing a complicated return that way. Most of my clients it is a system of drop off today and pickup in two days. How many people actually pick up / drop off for clients? Most evenings I have a few stops to make on my way home from work. Senior clients LOVE having that service.

Or, they only send you the odd numbered pages!

Doing returns in front of the client makes a clean desk mandatory. You can't have a scrap of paper with another client's info on your desk when someone else is sitting there. Maybe we all should schedule one in-person client a week to force us to clean up those desks (like when company's coming). You have to be careful when you have a monitor for the client's viewing. When I worked at Block, any client notes you wrote last year came up when you opened that client. One preparer had written "This client is a PIA," and that's the first thing that showed on the screen.

I received a letter from my bank informing me that the FDIC required them to have all of the same information as FinCen/BOI. This is a business checking account that I have had for 32 years! So far, I am ignoring them. We will see what happens

My favorite is when the download the PDF of their brokerage 1099 and instead of sending me the PDF they print it out NOT ROTATED to landscape, so it's tiny. That's just stupid.

I have two clients that insist on coming to see me, usually bearing small gifts, but their returns are very simple. One client has a very complex return but still wants to visit when it's completed to review. She does upload documents to the portal. I get documents (scan to my laptop) at one client couple in assisted living and deliver the returns when completed. All others are on my time table. I have a poster wit my office hours - likely you all have seen it, too, but it's real for me: Open most days about 9 or 10. Occasionally as early as 7, but SOME DAYS as late as 12 or 1. We close about 5:30 or 6 and occasionally about 4 or 5, BUT sometimes as late as 11 or 12. Some days or afternoons, we aren't here at all and lately I've been here all the time EXCEPT when I'm someplace else. The latter timing was very appropriate when I was training for spring marathons over 12 years. It was so great to go out for my runs in the middle of the day for a break!

I don't believe you are a tax preparer with a desk that clean!!!!!!!!!!!!! Mine has not been that clean since the day I put the desk in the office. Tom Longview, TX

This just in. The 5th Circuit Court of Appeals has granted the federal government a stay against the preliminary injunction filed on December 3, 2024. All companies that are non-exempt must file the BOI report by the original deadline of January 1, 2025. A brief summary, the 5th Circuit opinion states the government has made a substantial case on the merits to maintain the CTA's constitutionality. Other words, this aint goin away folks. The mad rush is on.

I have three senior couples that I do that for, and I've done their work for almost 40 years now and consider them friends too.

According to an Alert update on FINCEN.gov/boi "In light of a December 23, 2024, federal Court of Appeals decision, reporting companies, except as indicated below, are once again required to file beneficial ownership information with FinCEN. However, because the Department of the Treasury recognizes that reporting companies may need additional time to comply given the period when the preliminary injunction had been in effect, we have extended the reporting deadline as follows: Reporting companies that were created or registered prior to January 1, 2024 have until January 13, 2025 to file their initial beneficial ownership information reports with FinCEN. (These companies would otherwise have been required to report by January 1, 2025." I wonder if this will end up in the Supreme Court sometime next year?

13 January 2025 per NATP in my email 8:34 pm tonight.

https://www.thetaxadviser.com/news/2024/dec/boi-injunction-lifted-reporting-deadline-is-jan-1-2025.html Well, that sucks!

All columns roll over. I have rolled over my "test" return. Of course, you might be able to change something in preferences setup.

I'w afraid I would get distracted and overlook something or make a mistake. I need the extra time to double check everything

I could never do that. I ask too many questions. Also, I am with Lee. One monitor and paper copy. You know what they say about an old dog. I have no room on my desk for another monitor. I will jump ship before I even try to catch up to some of you.

yes... record year last year... 15-35 minutes typical return. in and out. one appt.. no dropping off or emailing me docs

Client comes in.. by appt.. they bring their docs.. I prepare the returns.. they follow along on their own screen.. print out, signed, efiled.. i give them their docs back and their copy.. desk ready for next client!

I have one 21 inch monitor and my paper copies

my set up.. two monitors for me and one for my clients to follow along