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F/Y 2014 FOOTNOTES Gross Revenue ~ $89,000 Discounts given ~$5,000 (multi-client at same call, etc.) Net Revenue ~$85,000 Clients 502 Sch. A 277 B 163 C 72 Many clients w/more than 1 business D 135 E 85 Many clients w/more than 1 rental property IN HOME TAX PREPARATION BENEFITS 1) No need for a costly “client-visited” office. 2) Can be operated comfortably from your home office. 3) Ideal husband-wife operation. 4) Seasonal consultants and/or office helpers can be easily used. 5) If a “formal” office exists (or is desired), normal office hours, practices, etc, can be maintained there while the in-home service activities operate. This expands the client service hours available and provides the work-center for processing returns. 6) There is very little competition in this home-service activity. 7) “Forgotten” receipts or data are usually available at home. 8) In-home service (for many activities) is currently popular. 9) OUR OPERATING POLICY – During the normal filing season, our appointment schedule is 8a, 10a, 12p, 2p, 4p, 6p, 8p, and 10p. Having a full schedule, the risk of “losing data” is worrisome. When you end your day, if, for any reason, your collected client data are missing or garbled, it means rescheduling at a distant date…or…extending all the clients affected. Both are poor and distasteful options for the client. Because of this, we do not use laptops (in homes) during the filing season We gather data and do a preliminary refund/liability workup on our own worksheets. This provides secure data for our office personnel to double- check and input…with zero risk of loss. During the non-season client visits, the risks of lost data are minimal, so laptops are fine. 10) The benefits to the client are many. a - no repeated “data-gathering” trips between home and office. b - children do not need a sitter. c - work is performed in the comfort and privacy of the home. d - refreshments/restrooms are readily available. e - client, parents, children, etc. can be serviced with a single visit. f - appointment time is easily kept. g - no late drives home after an 8P or 10P appointment. h - bad weather is no inconvenience to the client. 11) In-home service makes the 8P or 10P appointment more appealing. 12) Convenience of adding services (financial, etc. with records availability). 13) No unplanned drop-ins. 14) YOU set your schedule. We will train you in how to maximize your scheduling. We will also work with you for 1 year as a liaison if requested. Office equipment is available for purchase also. For more information, please contact Sandi at [email protected]

This is how I respond and have had no trouble with the mortgage companies accepting this letter. To Whom It May Concern: We are currently, and have been since 19XX, the tax preparers for John Doe. During that time, he has been self-employed (owner of name of business) and has filed Schedule C with his tax returns. His tax returns are prepared based on the information provided to us and have not been independently audited. We suggest that you request a copy of his returns to verify any additional information you may need.

I've found this to be a helpful link in the past. http://www.ftb.ca.gov/individuals/hoh/selftest/Index.shtml

I use Adobe, but I've heard really good things about Bullzip. My link

Although legislation has been introduced to repeal this, legislation is often introduced and goes no further. I won't hold my breath, but I will contact my congressman. http://www.govtrack.us/congress/billtext.xpd?bill=h111-5141

Great news! And I'll keep you on my prayer list.

CA has a practitioner hotline: 916-845-7057

I've found this to be a good site. It includes all the local rates. http://www.zip2tax.com/?s=google

Wow, I didn't realize that it had been in existence so long. Although I don't use ATX, I first found this group when I previewed the product. The folks are so great here, I feel honored to still be a small part of you. Thanks a million.

May you have a wonderful birthday!!!! Thank you so much for all you do - I wish I could give back to you.

Aw jeez, I'm so brain-dead I didn't read the humor in it and took it as a serious post. Is it April 16 yet?

Sorry KC, but this one is another legend - Snopes. http://www.snopes.com/humor/jokes/windshield.asp

You are added to my prayer list also. I know the distractions as I also have to make a decision by Friday for treatment. We will all get throught this.

Per Snopes - false. http://www.snopes.com/politics/business/captrade.asp

I guess I got lucky. Had an audit scheduled for 3/19 for a business client. Very reasonable auditor, and great record-keeping client. The audit was rescheduled for 4/26 but she wanted as many receipts as possible by the 19th. The client hand delivered a boxfull broken down by each category. This one feels like a win both ways.