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It is my understanding that paper filing is not allowed. I spoke with the Pres of a non-profit yesterday who tried to paper file and the 990 was returned to him to be e-filed. I have not done a 990 this year; I thought the only social security number required was for whoever was signing the return? Can't you change to some other officer signing and use their SSN?

Our dentist's office is a sole proprietorship--not part of some national chain. There are two people working in the office. Yet when I call them there is a menu, "press 1 for appointments, press 2 for billing, press 3 for...." It's not like they have 16 different departments to route my call to. Grrrrrrr. Some of our clients have expressed surprise that when they call us a real person answers the phone. Sad.

I use a Google Voice number to text with clients. Texting seems to be the main way to communicate these days. All my healthcare sources text me reminders of appointments and allow me to check in online. Although I was at one doctor's office yesterday and the receptionist told me their online portal and their office software are not connected, so they have two separate systems they have to look at.

I got a phone message left just today, reminding me of an appointment for something or other. Let's just ignore that I already got, and responded to, the email notice. And went online and filled in all the #$%^&^%$#$%^ forms they now require (where you have to click all the &*@#$%& checkboxes; it was ridiculous). My guess is the text message comes next. Message was annoying but at least funny. Recorded, not even a real person, and it sounded like the "play" speed had been mis-set to make the recording sound like the "person" was either drunk or tranquilized.

My bad! User error. I was using the wrong screen to enter the current treasurer's SSN and thought it was looking for the past treasurer's SSN. My brain must not be fully recovered yet.

Agree with both above. SSNs don't even show up on the 990 because they are available to the public, so it is for only the e-filing signature. Just have either use the current treasurer or one of the other officers sign and use that SSN.

If the treasurer is gone, why would you want them to sign the return, anyway?

And so it goes. My office phone is a landline. I have given my cell number to a few clients. Some clients try to text my office number and of course, they can't text a landline. Then there is the 'e' everything. Oh well, what can I do, go with the flow.

EAs left out? Not surprised, most politicians can't spell EA, let alone describe our licensure. Tom Longview, TX

Ah, those pre-registration online forms....So within the same hospital system (all my doctors save one), every #$%^&^%$#$%^ (thanks, Catherine, for this special word) appointment reminder requires ALL of this same information which they already have. I'm 79, I had one child and won't have anymore even though I'm not on birth control. Geez! At least we are not alone.

It becomes more and more important to plant a medicinal herb garden...

Definitely use a current officer. (Just like if they moved, you'd use their current address and not their old 2024 address that's no longer theirs.)

That's true. But when I do over pay a little, I just carry it forward.

When you are self-employed, you never get a refund....

This sounds like the "Mychart" system that my Doctor's office uses. The pre-registration questions go on and on and on for pages

The absolute worst is Comcast. It is an exercise is mental torture to get a live person on the phone.

Make sure you are familiar with Fleischer v. Commissioner, Tax Court Memo 2016-238 before you consider an S-Corp for an investment advisor. And in the case of Fleischer it came back to bite him as assignment of income to his S-Corp.

I don't answer my home phone unless I know and like the name on caller ID. I do answer my office phone, but if there's a pause before someone speaks, I set the phone down. People answer texts, but I won't use texts for tax information or any PII. I end up texting clients to check their email or my portal or to call me, depending on the issue. Or, some will answer if I tell them to expect me to call the week of May 5th, for instance. But, calling the IRS or states or large companies or insurance companies or...!!

Lots of that around here with medical practices too. My husband usually has to drive to his GP's office because they never answer the phone and their portal is useless ever since they were bought out by the major hospital here. It's right here in town, so only about 1/4 mile away. That hospital is buying up lots of the smaller independent offices. Today, husband drove about 10 miles round trip to his new ENT's office in order to change an appointment. They also never answer, and last week he'd left a message, someone called back on Monday only to have a click followed by silence on the other end when he answered the call. Yesterday he tried to call back 4 times without success, so he was mad enough to go in person today. Receptionist said that scheduling is outsourced to a third party. There are numerous and frequent complaints on social media about this particular office being hard to contact, and I knew it would be a problem. It's a shame because the original office was very responsive over the years my mother used them, but they merged with a larger practice sometime last year and this is the way the larger practice runs. Simply awful.

Oregon has had a decades long battle with EAs and their status in the state. Therefore EAs moving to Oregon from another state have to follow Oregon's licensing procedures to become a Licensed Tax Consultant which is Oregon's version of an Enrolled Agent.