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  1. New couple came in today to pickup their finished returns and I noticed that the woman had tears in her eyes as she sat down. So I thought, gee, this return isn't anything to be emotional over, but whatever. The first thing the woman asked was where I got my beaded necklace and said it was one of her mother's. It turned out that her mother used to make original bead and stonework pieces and did restringing repairs also. This woman's mother made the necklace that was of her own original design about 30 years ago when I purchased it and the matching earrings. I then told *my* mom this story
    19 points
  2. Long time client. Has a rental, royalties, detailed schedule A, 2106 etc. Because they are friends, we always gave them a discount. Last year, their son talked them into going to Liberty so he could get a $50 referral payment. They also got a very heavily discounted return. Like only $17. But the bill would have been over $550 without the discount. So this year they want to come back. Sure, send me over your 2013 return. Roll the return from my software and put in the numbers from last year so I can roll the return again. Guess what, they don't match up? Why? Well, the rental ha
    18 points
  3. I've signed a sales agreement for my practice. I have high respect for the guy who's buying my business and I'm thrilled that what I started 27 years ago will continue to grow and prosper, and that my employees will have a great new boss and continued employment. (is everyone singing that Who song in their heads right now?) This coming tax season should be my last full-time one where I work 70 hours and 7 days a week. I still need/want to work part-time for several years to come, perhaps at the wine bar in the town where I live. They've been struggling to find reliable employees who won't
    17 points
  4. Well, today I sold my practice to a very capable young man! I have taken down my shingle and have entered retirement. I just wanted to stop in and say so long for now and to express the deepest sense of gratitude for each and everyone of you and the sense of comradiry we have had here. It is with the most sincere part of me that I say I wish the each of you the very best of luck and success in the days and years to come. May the Lord of all creation be your ever guiding light! And until we meet again.................
    17 points
  5. So I check with my doctor the other day to find out what's ailing me. He said I had IT'SAD, Income Tax Season Affective Disorder. This malady was first recognized by Dr. Walter N. Cluer of the renowned ATX Institute or the Amsterdam Taxpreparers Xfile Institute in the Netherlands. Some of the indications are, Fear of missing something if you don't visit this board daily. Grief, when opening a tax package and seeing a crumpled, sticky, coffee and spaghetti sauce (or blood) stained documents. Headache, from breathing the odor of tax documents that smell like a pack of Marlboros.
    17 points
  6. Hey, Everybody, we're all good. Lots of hail but the tornadoes missed us! Thanks for checking!
    16 points
  7. Fifteen years is a long time, but 9/11 is remembered vividly by all of us as the most profound and defining day in America's history. We lost nearly three thousand heroes that day, civilians and first responders alike. As a former firefighter in NYC, I know why 343 firefighters and 60 police officers were killed. There is a segment of a bible proverb in every firehouse, "Greater Love Hath No Man" (than this, that a man lay down his life for his friends). Those first responders ascending the towers' staircases knew what their fate might be. But they still tried to get as many people out
    16 points
  8. Don't let your spouse watch those home improvement programs, you'll be sorry.
    16 points
  9. ...wishing the ATX Community a happy 7th birthday. This site was created April 10, 2007.
    16 points
  10. New client with five rentals. NOT a real estate professional. Came to me because HER LENDER told her that her 2013 and 2014 tax returns were not prepared correctly. Boy, that is the understatement of my short, illustrious career. Preparer put the rentals on Sch C, charitable donations on Sch C, made up 14,685 business miles, completely omitted depreciation (but the mileage made up for it). Lo and behold, we have EIC! The rentals are in a trailer park. Taxpayer lives in the last trailer in the row. There is NO travel. WTH? I also looked at what the preparer before this inept perso
    15 points
  11. Shout out to my girl RitaB for hosting such a wonderful event. I have considered her a friend online for years, but now she is like a sister. She put on a fabulous lunch for us all and we just had a marvelous time hanging out. Love you Rita....you are the best. In case it does not get mentioned, Possi is the best joke teller of the group. She does accents and dialects for all her characters. Abby is not far behind, he is very fun. Abby is also brilliant and has a wonderful spouse. Margaret can cook! Catherine is sharp as a tack and competitive as all get out. Jack is just
    14 points
  12. My assistant and I went for a doubles massage. My neighbor brought us a little bottle of champagne, so we had some bubbly before going. This gal, Cynthia, has become like a daughter to me. With no job and no plans for a career, I took her under my wing last year. She was even better this year. I'm helping her study for her EA (even though I have no plans for my own) so she can plan her future in taxes. Personally, this has been the most peaceful, joy-filled, and productive tax season in my life. Thank you for all your assistance, all your laughs, and for being my extended office. This is
    14 points
  13. Since no one responded to the thread for the week of 3/24-3/30, I hope you all like my decision to make @Eric an Honorary Aficionado for putting up with us (probably mostly me bugging him at times), and I'm also awarding him a crown of golden laurels for keeping this forum up and running for the last 11 years. Thank you, Eric! If anyone that has benefitted from this forum has not yet donated to Eric, please consider doing that to help keep the site up and running. If you consider the time another member here may have saved you by providing answers not easily found in other refere
    14 points
  14. Preparation is - done! Extensions are - done! I am - DONE!!!!!!!!!! Will work on some quarterly payroll reports tomorrow and Thursday while putting out minor fires that pop up - and then we we are out of here for four relaxing days!
    14 points
  15. HUGE bald eagle flew at low altitude over my car and then landed in front of me (I was going slowly to start with, and stopped). First time I've seen one live and in person. This was in Lexington MA, barely a 1/2 mile from a major interstate highway. Wow. Just wow.
    14 points
  16. Ah yes, "the hipster underwear taxpayer strategy". Happens to me at least once a year. Taxpayer slips in a flattering (size), popular, functional and colorful 3 pak, trying to gain your generosity in calculating their tax liability. IRS knows all about it and they have sent out briefs on the subject to warn us to not get boxed in by this ploy.
    14 points
  17. Long-time client (and family friend) was in an "unfortunate" marriage for several years. Her spouse earned cash (under the table) and had not filed taxes in 5+ years and was not going to start just because he got married...so I have had to file client's returns MFS even though jointly was better because husband did not want his name ona a return and refused to sign a MFJ return. Client finally divorced the guy (unfortunately not final until January 2016). Client demands to file HOH (daughter lives with her) instead of MFS. The problem is that client already told me in several previous
    14 points
  18. Ok, you started it! Granddude pics for your viewing pleasure. 3 of the current 4 with one on the way in July.
    14 points
  19. No pics? Being a Grandpa is the best thing in the world!!
    14 points
  20. I am retiring from practice, gray hairs and all. I hope I can still drop in and chat with ya all, from time to time. Thirty seven years is long enough I think. Although I will still have to prepare mine,.. going back to pencil....NO SOFTWARE Giving away all my office furniture and equipment to charity today, hope they can use it or sell it. All in all it has been a rewarding career. I may miss it for a time, but I guess all things come to an end. My best wishes to every one of you pro's. Elrod
    14 points
  21. 7 years ago today, my high school sweetheart and wife of 17 years passed away. Some of you were with me in spirit then (on old ATX forum) and offered words of encouragement. Thank you. Life is a crazy-magical thing....the door closed on that part of my life....and another opened just a few months later....affording me the opportunity to spend the 2nd half of my life with a grade-school sweetheart. During this time of year that is so filled with tax returns and clients....a take a little time to remember and be thankful. The motto I've learned to live by: "Shit happens...get over
    14 points
  22. Client decides to jump on board the direct marketing bandwagon and start a "business" selling hand bags/purses (through Thirty-One). I sit down with her and explain the whole idea of business vs. hobby and explain to her what expenses might be deductible if we do approach it as a business...to assist in reducing the affect of her $1,000 1099-MISC income. She admits that there is no area of her home used exclusively for this activity, so no OIH...thus I inform her that she cannot deduct mileage...even if it was business-related...which was in itself questionable. I also inform her that her c
    14 points
  23. Whose woods these are I think I know, His house is in the vilage though; He will not see me stopping here To watch his woods fill up with snow. My little horse must think it queer To stop without a farmhouse near Between the woods and frozen lake The darkest evening of the year. He gives his harness bells a shake To ask if there is some mistake. The only other sound's the sweep Of easy wind and downy flake. The woods are lovely, dark and deep, But I have promises to keep, And miles to go before I sleep, And miles to go
    13 points
  24. I am probably not the only one who gets these calls, but this particular call has bothered me the most and I probably scared the potential client not to call again. Anyway this particular client called me at the beginning of the year and I always ask who referred you to me etc... but she didn’t want to tell me and finally gave me a name of someone I don’t know and told her we need to make an appointment. That was that, two days ago she calls back and starts asking me questions, stopped her in her tracks and asked who referred her to my office, again she gave me the around and asked why I n
    13 points
  25. I've never said, "If you have to ask, you can't afford me." but I'd like to do that once before I fully retire.
    13 points
  26. I had one come in unannounced in March telling me his friend TimeSuck sent him, informing me it's a real simple return, and what would you charge blah, blah, blah. Ok. Let's think about this. You have been referred by a friend, you pop in like I'm the walmarts with 23 registers, two of which are manned, and you are really going to kick my tires? I looked it over and quoted an extra 100 for being rude and dropping TheWrongName. No regrets.
    13 points
  27. I hit golf balls because the golf season has officially begun.
    13 points
  28. I never saw that page before. How is it that Eric is so far down the board that I am ahead of him? If I can get 2 more likes I can get past Elrod. Not like I am begging or anything...... Tom Newark, CA (Soon to be Modesto CA)
    13 points
  29. MERRY CHRISTMAS to all! We just bought our Christmas Tree from the market. One of our better clients She deals with good people and even said if we gave it plenty of light and water she would even and come and take it away for us come February! So nicely shaped and just the right amount of fill, etc. Kind of strange quills - I did not get the type. What a great deal and nice young lady she is!! First year in this endeavor, hope she does well. /s
    13 points
  30. Bahahahaha! I don't know, but I do know that every time a client says, "It's all there," I know for sure it's not all there. Every. Single. Time.
    13 points
  31. I am right with you JB. You have to have some comfort in know you did the right thing. It's not even worth mentioning the consequences you could face had to succumbed to the client's desires. Good Job!!! All I know is that for every client that I have lost for what ever reason, at least two or three takes their place. Go figure. I fired a client last summer that was almost at the top of my PITA list. They opened the door by asking me the tax consequences of selling a building and have the buyer pay them partial cash and the rest with a check to avoid paying capital gains on the sale and i
    13 points
  32. My wife just mentioned how pleasant tax season is since we ridded our practice of some of the the real PITA's a few years ago - the kind that just like to keep everything in their world stirred up. So I had this thought. Would it be wrong to ask our prospective clients to submit to a personality test before we agree to take them on? Here is a sample of the client we will accept: Phone call yesterday: Client: Hi Ron, I just wanted to check and make sure you received the package I mailed a couple weeks ago. Me: Yes, client, we did get it. Things are just a little bogged dow
    13 points
  33. I really try not to judge...I can't know all of the sad/gory details of clients' lives and don't want to. However, when a client quits her two part-time jobs at the same time in 2014 because she has hit what she terms "the EIC sweet spot"...sits on her butt the remainder of the year being lazy (her words), chooses not to get insurance (even though subsidy would pay for almost all of it). gets sick and wants sympathy for not having health coverage and instead having big medical bills....then complains to me because her EIC and refund are not higher and how "that damn hospital" won't cut her a
    13 points
  34. Edit: I moved this so that we may all wish Jack our sincere congratulations, and so that it won't hijack another topic. It's a little misleading that the forum list shows Jack started his own thread of congrats. lol That was not the case. I should have used the "merge" function instead of "move". ~ Judy HEY!! I resemble that!! Passed all 3 EA exams last week. Just waiting on the official paperwork from the IRS. All of this talk about regulating preparers, and the ability to properly represent clients before the IRS are the reasons I stuck with it and won.
    13 points
  35. 6:15PM 6lbs 11.2oz 20.5 inches Caleb David Schlafman Mom & Baby are doing great!! Grandpa is doing an AWESOME job of being Grandpa!!
    13 points
  36. So at church this morning, the Pastor says in his sermon that we are going to get audited by God some day. On the way home, my 18 year old son says he isn't worried about that audit because he will have a mileage log and his receipts when he gets there. He must be listening more than my wife and I think when we talk about clients at home. Tom Hollister, CA
    13 points
  37. I had serious issues with 2012 ATX - you have all heard them. somehow Jack and I emailed and he offered to come all the way up from Ohio to Northern WI to fine-tune my computers and the ATX program. We worked out payment - I paid for airflight - my husband hemmed and hawed and it went up $100 or so in the meantime! I had a voucher at the Holiday Inn from a benefit and the car rental was insignificant and I paid way too little for his help that day! My office manager and I learned a ton and he really cleaned up the system, etc. A great learning experience and I did not have to bring my IT
    13 points
  38. The new forms and reduced withholding absolutely slayed me. Having to sit with every client and go through the stress of their disappearing refunds OVER AND OVER AND OVER, with caring and compassion was emotional and exhausting. The new forms sunk my performance time in each return. And time is money. Overall, the business of taxes was awful, for me anyway. If this was my first year, it would be my last year. And, I'm generally an upbeat person. I am going to close my office tomorrow and not looking back until May 1st. The up side to all of this is that God already knew what w
    12 points
  39. Lady just called - said "We can't get this TurboTax thing to work right or something. Are you busy this weekend?"
    12 points
  40. Actual footage of me enjoying coffee with the phone off the hook.
    12 points
  41. ...But I wanted to mention that I had removed the Donate tab at the top of the site for a few days while I worked on a new system for collecting donations with an option to support recurring donations (suggested by @Catherine and @JohnH) The primary goal, though, is to finally be able to associate every donation with the person who made it. Before I usually had a good guess based on name or email address, but since the whole PayPal process happened outside of the website, there was no definitive way to make the connection between donation and donor, especially if a check was mailed. So
    12 points
  42. I've never understood why they put those "Deer Crossing" signs along the road where they do. Too many deer get hit there. They should move the signs to a safer place.
    12 points
  43. My son has finished his ground school training for SkyWest and will be going now for flight sim training on the CRJ, which is the plane that he chose to fly. He will be flying for United, Delta, American or Alaska, depending on flight schedules at the hub he ends up at. I am so excited for him. It doesn't seem possible that it has just been six years since he began to fly. All of the sleepless nights, being totally neurotic and following him with a tracker and on flightaware has paid off for him and me. He was so focused and got what he wanted immediately after graduating from college and I am
    12 points
  44. The coffee machine makes me recall something that happened many years ago when I was the young controller for a small ink manufacturing company. True story here: This was long before the days of cell phones - we had nothing but land lines. I lived about 20 minutes from the plant and the owner (Jack) live about 30 minutes away. We had a bookkeeper (Ginger) who was always the first person to work. Ginger was very talkative and always in a high state of excitement even on normal days. One morning as I arrived, Ginger met me at the door, very agitated because we'd had a break-in the ni
    12 points
  45. I think if you can document that a hairstylist is present, you can pay for the lunch and get CE credit for the meeting.
    12 points
  46. I am sooooo tired of telling clients they owe IRS because they took big withdrawals from their 401k...and listening to them complain with shock and sadness. Yes, they did hold out Fed tax, but that was barely enough and did not cover the 10% penalty. God forbid they consult their tax advisor prior to getting that cash in-hand.
    12 points
  47. "After further review of your situation in light of our recent discussions, we have determined that this office is not positioned to fulfill your requirements. We wish you the best in finding a firm with whom to work. Best Regards, " Nothing more.
    12 points
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