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Margaret CPA in OH

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  • State
    OH
  • Gender
    Female
  • Interests
    CPA with 28 years experience and MBA specializing in taxation including individual, corporate, and fiduciary; Master Scuba Diver Trainer; Emergency First Response Instructor Trainer; marathoner; singer

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  1. What answer would you like?
  2. Oops, posted too soon. I've take the discount for all the years prior but now use only 1040 package so it's only $140 or so. With back surgery Monday and moving in June, I'm not sure whether I will continue. My healing process will determine. When I used MAX for many years, it was worth it to pay early as the amount was more significant. And then one year someone posted that they got the discount in the fall after all. Maybe begging and pleading was involved - or bribery, who knows? I am passing this time. YMMV
  3. I have always taken advantage of the discount
  4. Great response, Judy. I think I don't really have a problem. Your 'fixes' seem more than adequate and I'm certain my clients don't really care. The ones who get printed client copies of returns just want my maroon (wine color, actually) folder that they have been getting for up to 25 years. I can do that! Thanks again!
  5. I hope there is a prompt reply to this. We just signed a contract and will be moving (if it's accepted) in July. I have always had a home office for 25+ years but now will be a different home. I'm wondering now actually if I should just retire. The thought of new letterhead, cards, whatever is frightening. I wonder if my clients would mind old letterhead on the engagement letter. How much can I do without? This would also be the death knell of my fax line. Many changes ahead for us, Taxit!
  6. Love Rita! I was also fortunate to attend that amazing gathering and visit her again a couple of years later. Good times! Reminiscent of the camaraderie of the ATX group of users and providers in Maine. I'm guessing that not many mega software users do not have such fond memories.
  7. Yes, often exercises and aids can really make a difference. Sometimes, though, that doesn't work well enough. The exercises shown are very common for runners and in yin yoga so I've done those for years. My L4-L5 issue in 1989 did not respond well at all with the first line methods. It was so bad I had to take the CPA exam for 2 1/2 days (remember when?) on my knees after getting permission to bring a pillow to use. That was May. In July I had the surgery and was running again in about 8 weeks. I recall waking from the anesthesia and realizing IT WAS GONE! That gawd awful pain down the right leg was gone at last. I'm hoping for similar results this time but may have to temper my expectations. It's been 26 years so my mileage may vary
  8. Randall, this is so true. I was on a 2 1/2 week dive trip to Indonesia in November and continuing my 4x weekly HIIT (high intensity interval training) classes on return along with Tai Chi and Yin yoga weekly. In January a strange pain in my right leg, hip and back appeared and gradually worsened. Dr. had x-ray and cortisone shot in SI joint which seemed to help for 3 days when the left side just really hit me. The upshot is slipped SI-L5 joint with near excruciating pain and surgery on June 2 involving a lumbar 'cage', screwed in plate to stabilize the SI joints, a back brace and 6-9 months of rehab. Dr. says I probably can even get back to diving, though, despite my age. He said I seemed to be in otherwise excellent health We must never take good health for granted whether it's systemic, structural or mental.
  9. Question for those using a 'secure' client portal such as Verifyle: I am a sole practitioner. To access my computer one has to have the login and password. To access Verifyle, one must have a different login and password as with my tax software. I don't see how having yet another authenticator for either of these does any more to protect my client data from myself. What I do not see with Verifyle is how to 'authenticate' or otherwise control my client's access to the portal with that client's information. Am I missing something (highly likely)?
  10. 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.
  11. I think we have reached the BOI status of confusion.
  12. Okay, now we're getting silly but isn't this a fun 'relief' at this season's point?
  13. Who could imagine this would get into such detail? Thanks, Catherine, for providing this 'fun' diversion in these last grueling days of the season. It's certainly led us into some interesting rabbit holes (just in time for Easter)!
  14. Lee B, but you have to work year round. I don't Different strokes....
  15. Obviously all y'all's mileage varied from mine. I do wonder about the rather small (I assume) percentage of the expense will relate to the home office. Glad I don't have this problem with enough of my own!
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