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Showing content with the highest reputation since 03/24/2018 in all areas

  1. 17 points
    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 steal from them or screw up their inventory. Excited for the next chapter of my life and for being less stressed. I can't believe it all worked out exactly as I always hoped. I'm not much of a planner but I've always been lucky as can be. Don't worry. I'm not leaving this forum. You all (y'all) are like family to me!
  2. 17 points
    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.................
  3. 14 points
    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 like he is online. Edsel is a soft spoken southern gentleman. Gail is very sweet and funny. The back forty has a lot of flowers in it. Seems to be well tended and fertilized. Seriously, the view from Rita's house never gets old. I just kept walking outside to look out over the back 40. Beautiful country to look at. And most important....BulldogTom and Catherine are the undefeated cornhole champions. Thanks again RitaB for hosting. Tom Modesto, CA
  4. 14 points
    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 my safe place, right here. What a difference this site makes in my business and my spirit. Saturday, I begin HORSEBACK RIDING LESSONS. Yes, 62 this month, and I'm finally able to fulfill a dream of mine. I am going to a Christian camp so that if I fall off the horse and "wake up dead," they know how to pray me UP! AMEN? I'm a very blessed woman! Thanks, and God Bless y'all.
  5. 14 points
    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 reference materials or sites, or if this site has helped make your season a little easier or more profitable, I think you'll agree that a donation isn't too much to ask.
  6. 13 points
    I hit golf balls because the golf season has officially begun.
  7. 12 points
    See how easily it could have been done! And just tape your check to the other side!
  8. 12 points
    "This form transfers the burden of responsibility from the taxpayer to the paid preparer.'' That's the real problem. While the IRS should certainly go after those preparers who make a business out of preparing bogus returns, there have always been laws to do that. Shifting the responsibility, on every return, from the taxpayer to the preparer, is IMHO not only morally wrong but also totally counter-productive. Preparers are not and should not be unpaid IRS employees. Yes, you have to be alert to the occasional bogus TP, but this "solution" is just plain wrong.
  9. 12 points
    ...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 now, no matter what method of payment is used, as long as you go through the checkout process, the site will create a record of that donation and associate it with your account. This also allows me the flexibility to add some minor benefits to the accounts of those who donate, like increased file attachment quotas, inbox size, etc, which is more of a gesture of gratitude than something of any actual value. If the ability to pay with PayPal is requested, I will look into implementing it as an additional payment option. Recurring donations can be cancelled at any time from the Donate > Manage Donations page. Card info can be updated/removed from the Donate > My Details > Cards page. Please let me know if you find anything confusing about the process or the way things are set up. Fine print: This is all PCI compliant. No credit card information is stored on my server. All transactions are processed by the Stripe payment gateway, and transmitted over an encrypted connection. I have implemented similar systems for hospitals around Maine--this is all up to industry standards.
  10. 12 points
    Unless of course, it was something he was dying to give...
  11. 12 points
    I've nicknamed Karin, SoNot Normal, which, if you knew her well, you'd know is perfect. We left MD last Thursday and made it to Crossville, TN by dinner time, despite my transmission groaning up that last long grade to the top of the Cumberland Plateau. The day was overcast, but we like to travel with cloud cover so the sun isn't heating up the car through the windows. The mountains are always a pleasant sight to us flatlanders. Along the way, we stopped in Abingdon, VA and had an excellent Turkish Coffee. I had them make it with half the sugar they normally use and it was perfect for me. We stayed at a lovely AirBnB on a golf course in a quiet resort area near town. Our host, Brian, gave us a nice tour of the area to get us oriented. I think I got more disoriented, but it was nice to know what was out there. I had an excellent and reasonably priced steak and some craft beers at Spike's, our first night there. It was a great surprise after our long drive, because it looked like a dive bar from the outside, but it was so good, we went back the next night for more. We were pleasantly surprised on Friday to find a great coffee shop in Crossville, and a very good, reasonably priced lunch in town, too at Forte's. (I'm going to stop saying 'reasonably priced' because everything was so cheap compared to back home.) On Saturday, we took the big swan out for a spin on Lake Dartmoor. It was a bit breezy and the wind pushed the boat in circles a few times, but we made it back to dock eventually, and got in almost an hour of very pleasant exercise. I have to buy a pedal boat. I'd much rather pedal a lake or creek than deal with cars on a bike. The seat's more comfortable too. Saturday afternoon was the gathering at Rita's, where I and others survived a Rita hug. Those who haven't survived can be seen here: After much laughter, joke telling, feasting (thanks for the great food Rita & others!), and some really terrible corn hole playing, the group decided to try the Japanese restaurant Rita had recommended, and the laughter and story telling continued into the night, over another great meal. I had some excellent sushi and sake to round out the day. Very cool sake decanter with an ice chamber so the sake doesn't get watered down. On Sunday, Crossville was closed for church, so after discovering that the Quaker meeting was defunct, we drove to Cookville for coffee and then hiked a mile to see the Burgess Falls (more pleasant exercise - I did not gain any weight on this trip, which is always a good thing!). So cool that I accidentally captured a rainbow in that pic! While at the falls, a storm rolled by and one thunderclap sounded way too close for comfort, but we had no choice but to hike back out through the woods. SoNot's fitbit registered 6,000 steps and 20 flights of stairs! Our final dinner in Crossville was another round of sushi. We took the scenic route back through the mountains to Asheville, both to have a relaxing drive and to be gentle with the transmission. There were several scenic overlooks along the way, and we stopped at most of them. Spent the night in Asheville, NC with my nephew and his family, and had lunch downtown before heading to Durham, NC on Tuesday to spend the night with a client who had moved away. They had emailed me two weeks before the trip to thank me for my help and said, 'if you're ever down this way, we'd love to have you spend the night'. And I replied, 'well, as a matter of fact, we'll be by there in two weeks'. I bet they weren't expecting that! We got back to MD yesterday, early afternoon, well rested and still smiling from all the great times we had! Thanks again to the lovely Rita for hosting all of us wackos and allowing us a chance to meet and get to know each other better! I will remember this trip fondly for a very long time.
  12. 12 points
    I also work year round and agree that helps with the let down phase. But I experience it some, too. I have a pile of things to do yet, and I admit I have very little motivation. I think Gail phrased it very appropriately: we're in a pressure cooker during tax season. I know many of you are better business people than me, and for the most part I'm ok with that. I have a very comfortable life. I work six days a week for ten weeks, but I don't kill myself during tax season. I come out of it looking like death on a cracker anyway, I think mostly because I spend a lot of time chatting with clients, and I'm an introvert. I mean, come on, people are idiots, why am I chatting with them?? I wonder how these preparers do 1,400 returns, half of which are entities, single-handedly, twenty minute appointments, study for EA exam at the red light on the way to the testing center. Oh, and this is their side gig. I get a little jealous. Then I remember they are full of sh*t and lying thru their teeth, and I feel better.
  13. 12 points
    So yesterday afternoon I called @Possi to see if they survived, and they were DRINKING AND HAVING MASSAGES. Wait, what? I thought I was your best friend, not Cynthia. I see how it is. Then I went home, had five little candy bars, and whoever named them "Fun Size" clearly did not understand fun. Then I hiked around the farm smiling and enjoying the sun, thankful for a good season. Discovered a new baby calf, which is always like Christmas morning to me. Thanks to all of y'all for everything you do for me. And everybody please stick around because I need you all year.
  14. 12 points
    I took my staff to dinner at a local restaurant. We ate, drank and laughed for two hours. My receptionist had her baby on April 12th, so we had a 5 day old baby boy at the table with us. My wife and I will relax at home tonight. Rich
  15. 12 points
    I'm actually not new - I've been reading this forum for years. At the end of every tax season I swear I'm going to join and donate and tell all of you how you helped me get through the last few months. Then I'm too tired. We're all tired. So that's not a good excuse anymore. I've done taxes for 32? years. On my own for approximately 28 of them and the hardest part has been not having anyone to bounce things off of. Well. That's not entirely true. The hardest part is the fools who walk through my door who make me wonder how they managed to find their way from their house to my office......... My biggest challenge this year was a client who I've had since day one. Two family rental totally gutted in a fire. Okay. What does this mean? How do I report? What is the impact? Involuntary conversion, right? Wait. Is there a casualty loss? OMG! Oddly enough - Bulldog Tom (who beat himself up for missing something on a return) gave me the answer in a post from 2015. Bless you Tom. And know that last year I finished a partnership return on 4/17 and forgot to e-file it. Yeah. Totally forgot to hit "send." At least the extension was filed on time and it was "only" two months late. I still suck as a preparer and I ate the penalty. Tom and all of you keep me sane. You make me laugh. You make me feel like I'm not alone. My sincerest appreciation
  16. 12 points
    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.
  17. 12 points
    Not that I won't be here tomorrow working. But there was a time when the kids were young that I would leave early on Good Friday and we would do eggs and make things on Easter Saturday and visit the bunny. At least this year I have promised not to work on Easter Sunday. May the bunny fill your basket full of extensions!
  18. 11 points
    Lady came by today; package in hand; we've been doing it for years (has retirement benefits, savings interest, farm rental, taxable social security, needs 1099). Says she's decided to do it herself (been looking around online I suspect), but she's going to let us e-file it for her (gosh; thanks a bunch). She did mention that she "might need a little advice" because "the forms don't seem to look like last year's." She was crushed when I said "We don't do that." Going to be crushed even further when I tell her the fee (up $50) isn't like last year's either.
  19. 11 points
    Some of us will try to bait you into saying something inappropriate, just so you can join us in the doghouse. But if we don't succeed, we have confidence in the ability of our government to do the job.
  20. 11 points
    To all my friends here, a very MERRY CHRISTMAS and Happy New Year 2019. And Happy any other holidays you celebrate (Hanukkah is complete, so in that case I hope it WAS good).
  21. 11 points
    ^ This! Fwiw, I almost never take a client back that has left when the relationship has soured. If they left me over fees that they thought were too high when that was caused by something like lousy records, inefficiencies or disorganization, procrastination, and if I feel the charge is reasonable and know that I'm usually below the going rate around here, then it's pretty clear that the client doesn't respect me, appreciate my efforts, or the product or services I've provided. The client's extreme need or pressure from the IRS usually doesn't cure their bad habits or the sour attitude; they only need you as long as you can "save" them, then you're back to the reason they left you in the first place. Unless the fee is so lucrative to put up with those headaches and take on the added risk, why take them back?
  22. 11 points
    The contract to sell my business was signed today. The buyer takes over on January 1st. I finish the bookkeeping and tax returns dealing with 2018. Did someone say "PARTY".
  23. 11 points
    Isn't that the best thumbnail ever.
  24. 11 points
    Just a couple of pics of the grand get together today. I have to s I will attempt to post a picture with name labels, so everyone will know who was here. It was a great time of putting faces and voices with names. (there will be pic of the back 40 in a different post for security reasons...)
  25. 11 points
    Good States 1. Happiness 2. Positive 3. Blissful 4. Confident 5. Alcohol Induced Bad States 1. Dilemma 2. Poor State 3. Desperate Straits 4. Predicament 5. Alcohol Induced And of course the State of Affairs can be anything.
  26. 11 points
    Same as Rich, took staff and family to dinner at this great little Italian place in town. One good thing about tax season ending on a Tuesday is we almost had the restaurant to ourselves. I'm sure the restaurant and wait staff appreciated our business too.
  27. 11 points
    Made myself scrambled eggs since i make the best scrambled eggs ever
  28. 11 points
  29. 11 points
    https://www.forbes.com/sites/anthonynitti/2015/04/05/ten-days-until-tax-day-how-to-tell-inconsiderate-clients-youll-be-extending-their-returns/#3e7153702aea Dear _________, I heard you stopped by the office today at noon. Sorry I didn’t get to see you; lately I’ve been spending my lunch hour in the parking lot, sitting in my car and quietly weeping. Judging by the disorganized pile of unopened envelopes and food-stained receipts on my desk that alerted me to your visit, it looks like you dropped off your tax information. How sweet of you! But here’s the thing. It’s April ____th APRIL _____th!! The tax deadline is in less than ten days. And you know this. You’ve always known this. Because unlike Thanksgiving, Easter, and Arbor Day, tax day is always on the same exact day of the year: April 15th. Well, except when it falls on a weekend, in which case it might be the 16th or 17th, but you get the idea. Yet, despite presumably possessing the ability to comprehend the standard Gregorian calendar, here you are, dropping off all of your information mere days before the deadline -- just as you did last year, and the year before that -- and leaving me a Post-It note thanking me for “squeezing you in.” Only I won’t be squeezing you in. It’s nothing personal, it’s ju….OK, maybe it is a little personal. I have to know -- why are you dropping your stuff off now? I could understand if you were waiting for a K-1 or some other information from a third party that just arrived in the mail, but that’s not the case. You’re a W-2-mortgage interest-charitable contribution kinda’ guy, and you’ve always been that way. Yet, simple as that sounds, you can never manage to get your information to me before the calendar turns to April. And that’s freakin’ rude. Squeeze you in? When, exactly, would you like me to squeeze you in? Last week I worked ___ hours, and I still have ______ returns to get out the door before April 15th. And every single one of those _____ returns is in the queue ahead of you, because those people had the good sense -- nay, the decency -- to bring me their information BEFORE THIS WEEK. So by asking me to squeeze you in, you’re basically saying, “Hey, I know the next ten days of your life are going to be pure hell, but do me a favor…when you mercifully reach the end of the months-long pile of returns you’ve had to complete, just knock mine out real quick.” It's as if I was asked to run a marathon, only to have you show up with 100 meters left and move the finish line back another mile. And for that, I hope you c0ntract a raging case of pinworms. Come to think of it, actually, it would be a refreshing change if you conceded that you were at the end of my list. Because if memory serves me, every year you drop off your information on the 5th or 6th, and then start calling on the 7th to find out “how things are coming.” Well, this year, let me tell you in advance “how things are coming.” Since tax season started, I’ve put on _______ pounds. I haven’t seen my kids during daylight hours since _______. My neighbor just told me that the Fed Ex guy's/Avon lady’s car is often parked outside my house for hours at a time, but whenever I get home, I’ve got no packages/cosmetics but one helluva happy wife/husband. THAT’S how things are coming. So no, I won’t be “squeezing you in” before April 15th, because that’s a physical impossibility. The only time during the day when I’m not sleeping or preparing a tax return is on my drive to and from work, and careening off the road while trying to prepare your return at 70 mph is not how I intend to die. Although to be honest, right about now the idea of eternal rest sounds pretty damn appetizing. In short, I’ll be filing an extension for your return. See you in May/hell. Sincerely,
  30. 11 points
  31. 11 points
    Just got a 1098-T with detail showing qualified tuition and all payments made. A great way to start the day! Thank you Wesleyan University! You get it! (But you could add totals next time, just sayin'.)
  32. 11 points
    Hi everyone! I'm sort of new to this forum. Joined last year, but haven't participated. I mostly lurk around between the wee hours of the morning and the quiet time after dinner when I herd the last clients out the office door. I don't really remember how I found this place, but I am glad that I have. You've all provided me with help (I find a lot of answers here to supplement my own research - so thank you! ) and humor (because we all need it this time of year), and I'm grateful for that. 3 more weeks! And then we can have our lives back. At the very least, we can sleep while it's still evening.
  33. 11 points
    My first thought was that this preparer turns out a lot of incorrect returns. He claims this is his average day. My last thought is that he turns out a lot of incorrect returns. Yesterday I managed to do six returns and talk to eight people in eleven hours, just me. Word, @ILLMAS. I had a fun conversation with a client about SNL and "Land Shark!" (He yelled that coming in the door.} He said SNL made more sense when he smoked marijuana. Also listened to a precious friend talk for one hour about the stress her family is under going thru a very terrible, terrible messy thing. I vacuumed the waiting area. Dishes are still in the kitchen area, but I'll get them today. My life is so good. I'll stick to it.
  34. 10 points
    a while back, after much frustration i changed my Oxford insurance password to "thisisb*s*f*koxford" all spelled out. Well one day my secretary had to deal with them on an issue and they asked her for the password verbally. Boy was she embarrassed to say it over the phone.
  35. 10 points
    I bought stock in a paper company.
  36. 10 points
    If I knew someone had you blocked, I'd enter a new post quoting you word-for-word and then add at the end "(at least that's what Judy said on this subject)". Just for fun...
  37. 10 points
    I've always followed the theory that my odds of wining the lottery are roughly the same whether I buy a ticket or not.
  38. 10 points
    Same people every year, will keep me busy all weekend. Some I haven't heard from as they need constant reminders. So I get into office super early due to workload and go to bang out an email "Hey BabaLou, do you know what date it is?" "It's 10/12 and I'm running out of time" I think to myself it's Columbus Day......Holy Matrimony, it's my anniversary! Luckily wife had a 7:30 dentist appointment, never saw her. I ran out to Stop and Shop and picked up a mushy card and beautiful bouquet of red roses with the green and frilly white stuff. Sitting nicely on the table when she got home. I'm like a hero now. Still going to charge the client extra. Note: That's not the flowers on the left, could have been when I remembered last year.
  39. 10 points
    I swear we look almost like a group of tax nerds! Well, there was the occasional mention of tax, software, etc. but we did have a lot of fun getting to know each other in a very different way. Thanks, Rita, for making this happen (or allowing it, as the case may be ). We always knew you were a super person; now we know for certain!
  40. 10 points
    Part-year MD resident came to us in April and put on extension. Going thru all of his records (lots of 1099Rs, several brokerage 1099s, etc.) just trying to get federal straight first and I come to his notes where he's broken down every item of income between the 2 states for me! Almost brought a tear to my eye. I hope he's a repeat client and didn't just come to me for the transition year. I want to give him a hug! (and not a Rita hug)
  41. 10 points
    I may be suffering post tax season short term memory loss, but I don't seem to recall that apologizing is part of the ATX Playbook ?
  42. 10 points
    Hooray....The ...Last ... Day....---Hope You all had a peaceful and successful tax season. Now You can dance... IN THE OFFICE: OUT OF THE OFFICE: OR - ON THE WAY HOME - TODAY:
  43. 10 points
    My son (my assistant) and I went out for Japanese . He had sushi and I had hibachi shrimp and broccoli.
  44. 10 points
    I spoke with client and she remembers getting a correspondence from SSA to confirm her appointment. She had no appointment. She also thinks it's her ex wishing her dead.
  45. 10 points
    Wow, maybe she's BAAAAACK! Won't she get the same response if she files paper? Still, that seems like the only option. File and pay, then carry your risen self to the SS office and scream "HALLELUJAH!"
  46. 10 points
    This. It's a piece of paper. We've all done it. I can't wait to see what I did this season.
  47. 10 points
    Nah, my one complainer guy's broker fees were only $9,057. He doesn't like my (finally up to) $350 fee. He's been struggling with my enormous fee for ten years now but manages to drop in five times a year to get advice. I have decided he will get the opportunity to find a better, less expensive alternative than me next year. That's right, I'm letting him live to regret trying that haggling ship on me. We don't do that here. If I think I'm paying too much, I smile politely, thank you, pay your fee, and don't come back nine more times. My #1 rule is everybody in this office is happy. My #2 rule is if everybody can't be happy, Rita will be happy.
  48. 10 points
    When I become President and make the rules, everybody will open their own mail and dispose of all of the envelopes before it gets to the accountant's office.
  49. 9 points
    I don't feel like I slow down until sometime in May. We have put off bookkeeping for some of our clients that can, and have quarterly payroll tax reports to do, plus the returns on extension and the several 990s that I do that are due May 15. So I usually get to come our of the pressure cooker more gradually, which I think helps avoid such a sudden let down. This has been an incredibly hard season for me, however, and I am looking forward to some down time to recover and re-think some priorities. So many of my clients have been sympathetic and supportive when they found out that my mom (who was also my business partner and mentor and sometimes chastiser) passed away Feb. 1, but I really wanted to just not talk about it with them. Sometimes I find it very hard to accept sympathy without going to pieces.
  50. 9 points
    Never do returns in pen!
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