Jack from Ohio

No need to file an amended if you have not filed an original. An original filed return will supersede the return created by the IRS. However, it is far too late to expect any refund. However, if the client owes tax, he will be liable for it. Offer in Compromise will not even be considered until ALL returns are filed up to date.

If you have over 250 clients, the problem will be very pesky. His reinstall will have done nothing to change the problem.

I have a specific idea that involves tarsals, metatarsals, phalanges and digits placing direct pressure on their trachea causing respiratory distress. Then I will pass them on to you!!

I have over 60 online sites that I use in the course of a month for all my personal, church and clients. I will spend hours changing all of them as well as informing all the associated people as well. Just give me one hour in a room with the hacker. He will have a mind changing life altering experience.

If a taxpayer receives a subsidy, they MUST file to reconcile the subsidy. This applies to tax year 2014 and forward,so the answer is yes.

Ignore her ignorance and sleep well. She is trying to intimidate you. I do NOT provide e-file service for self prepared returns. It is just as much work as preparing it from scratch. You are better off without her as a customer. Maybe you could call her and ask for some legal document or work at a seriously reduced price because you have looked up and researched all the information.

You are correct. However, the other questions about "Did you have proper coverage for all of 20XX?" can only be documented with a form from the Insurance Company. 1095-A The only requirement for the insurance companies to issue 1095-A forms for 2014, are those that provide coverage to clients purchased through the exchanges. Everyone else is expected to answer the question based on the honor system. 2015 ALL insurance companies will be required to issue 1095-A forms to all insured. In addition, 2015 all employers that provide insurance will be required to give all covered employees Form 1095-C. This shows how much is paid for insurance coverage by the employer for the employee and how much is paid by the employee through withholding.

I should have said... "The only insurance companies REQUIRED to send documentation, are those with clients acquired through the exchanges. Other insurance companies can, but are not required to until tax year 2015. Tax year 2015 ALL insurance companies will be required to send documentation to all insurance customers.

The only people that will receive anything from their insurance agencies are people that have insurance through one of the exchanges.

Can a sole proprietor provide Workers Comp coverage to sub contractors? All workers are paid on 1099. Client, landscaping business has obtained an account that requires him to have Workers comp coverage certificate. I have not found a definite answer.

This is a known issue. It is an internal problem with the ATX program. There is, as of right now, no fix in the future. Just click on retry and go forward.

Are you billing the IRS for doing advance audit work for them?

Decimals still solve all problems. Unless math is a problem...

Use decimals. Problem solved. Decimal instead of fractions is the industry standard.

Cost benefit analysis will always favor term.

We also have 250 year round small business bookkeeping clients. 20+ payroll clients.

Our WOW is the quality, personalized and year round available service we provide. Reasonable pricing is second.

I have clients filing injured spouse that took 4 months to receive the refund. I always file the 8379 with the return. The IRS person is ill-informed and not properly trained. This has become the standard for phone help at the IRS. Tell your client to stop calling the IRS and be patient.

He is only looking for commissions. Stay your course with term. There are hundreds of better ways for investing your money than whole life insurance.

At the firm: 6 year round employees. 4 are preparers. 2-3 seasonal preparers - Feb 1 - Apr 30 ~3,000 returns. Returns from all 50 states. 60% mailed in. Most 1040. 60 S-corp, 28 Partnerships, 5 trusts, handful of estates each year. 2,000+ have schedule C. 700+ have rental properties. 500+ have more than 20 stock transactions, with about 50 that have 200+ stock transactions. 325 extensions this season. Since Jan 1, 35 responses to CP2000, 75 amendments for various reasons. 10 clients with identity theft issues. Hundreds of phone calls to explain information on the tax returns and answer questions. Office hours Feb. 1 till Apr. 30. Mon-Fri 9-9, Sat-Sun 9-4. Now if this helps you with your calculations, go for it. This has been the pattern and approx. numbers for the past 5 years.

A poor business model if you have clients instead of customers.

I have just come up with a thought on this matter. if it is an absolute requirement that you make 3X what your top preparer is making, lower his/her pay to 1/3 your salary. This will accomplish the requirement you have established as necessary, and will find out if your top preparer was paid too much or not. Chances are you will have to replace them. I do not understand your need to have your pay based on what one or any of your employees make. Seems a bit obsessive to me. Additionally, unless you can be three times as productive as your top employee, your requirement would seem a little misguided. Why not just decide on a salary that you will be happy with, and go on with business. I really am not grasping the need for such a requirement based on an employee's pay vs yours. Just my opinions, and my rant about this.

So, even back then, size mattered?

Are we talking 2013 or 2014?