MAMalody

Not from mine.

You said "Since they say that Govt. can't do anything right". Again, can you provide a quote of a Republican saying that?

Is this another unintended negative consequence of ACA?

<<<Since they say that Govt. can't do anything right,>>> Can you provide a quote of a Republican saying that? If they did, they sure were not very bright.

Does anybody try to get the name of the TT preparers to report them?

Thanks for the clarification.

When I lived in CA, CPS considered that informatiion privileged and would not verify it. Has that changed?

I do something similar and have them sign the From 8867.

Is it possible to view or get a copy of your EIC letter?

I just receive the Tax Book Deluxe and the Tax Book Small Business

Hmmm. I kind of like forms based data entry. Question: do you review the data entry forms or the actual forms before releasing the return to the client?

Mr Pencil, I like your posting. As one who does have a particular Christian church...Merry Christmas and by all means, participate! I would simply add, to keep it simple...if you make the commitment to do your best to honor God, you will automatically fulfill the rest of Mr Pencil's list. What a better place we would have.

I agree with JohnH.

Merry Christmas!!

Did you get my PM?

.pdf version is available however they are not yet shipping the paper version.

And don't forget to also tell them that the Clinton administration did not propose to reinstate and that the Obama administration when they controlled both house in the first two years of his administration also did not reinstate. A pox on both of their houses.

One of the questions I would have is, how are these records sent and are they able to be stored as a .pdf or whatever with the clients data.

<<< I will be spending more time doing “due diligence” on every return. >>> To me this implies you were either not doing any before or not enough and have made some errors.

I would be interested. Sent you a PM.

It has been years since I was at a Gear Up conference, however, they conducted some of the best that I have attended. At the ones I was at there was significant interaction between the instructor and the "students."

I have a niche practice. I only prepare returns for clergy or religious works, current or retired. In my case my advertising is through word-of-mouth, denominational mailing lists (e-mail only) and denominational print media such as magazines or newspapers/newsletters. While this only produced 40 referrals for 2012, 26 turned into tax returns. I do have a website, however, it is hurting right now.

My entire practice is internet based. I do not have any office appoiintments, therefore, they all complete the Tax Organizer. I have transferred the ATX organizer to an Excel document. It is a little long and I am in the process of shortening it up. Last years organizer was 26 pages, including the intro letter, the two pages of questions and two pages of clergy info. All my communications is also via e-mail. I generally do not answer phone calls (emergency calls yes. I do give all clients my phone number). If I get a call, generally off a recorder, I usually just send an e-mail response. There has been no real resistance to this and it also gives me a written record of the questions and answers to all queries, regardless of how I received it.

I usually send out a letter talking generally about the next tax season, etc in late December, followed in a couple of days with a privacy notice, followed in a couple of more days with an engagement letter. These are all done via e-mail. When I get back the Engagement Letter I send out the Tax Organizer. I also send out an e-mail 2/1, 3/1 and 3/15 for those that have not yet responded. Any response to the 3/15 contact is automatically put on extension....maybe the 2/15 based upon the workload that is alreay in the pipeline.

Finished mine in October. Might get a few more, depends on time.