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Lee B

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Everything posted by Lee B

  1. I think I remember a discussion thread early last year or spring where there is a tax free reorganization that is available?
  2. So what is the service being offered? Comparing IRS records against the efiled return?
  3. Didn't it would make a difference, but I always use ALL CAPS
  4. I used it on Tuesday with no problems, Has he cleared his browser history and cookies?
  5. They are just enhancing their revenue opportunities
  6. Copied from CPA Practice Advisor: "The Federal Trade Commission has finalized an order requiring the tax preparation company H&R Block to make a number of changes for the 2025 tax filing season in addition to longer-term changes. The settlement also requires the company to pay $7 million to be used to compensate consumers harmed by the company’s unlawful practices." "The FTC charged that H&R Block unfairly required consumers seeking to downgrade to a cheaper H&R Block product to contact customer service, unfairly deleted users’ previously entered data and made deceptive claims about “free” tax filing."
  7. I can't go live off the grid and pay for everything with cash. Personally I want to limit the number of institutions that think they need all of my personal information. For example, my doctor's office wants to scan my Drivers License every time I check for an appointment. I will show it to them, but I won't let them scan it. There is lengthy list of businesses, institutions and governmental agencies that have been hacked. All I can do is freeze my credit and limit the exposure of my personal information.
  8. I agree with TexTaxToo
  9. Have them clear their browser history and cookies
  10. And they are offering 3 more hours the following week for a total of 5 hours
  11. Of course, it's wages and employer taxes that you have paid. It doesn't matter whether it's for the original repair billed to the customer or for a repair of a parts failure or for general maintenance in the shop. The only exception would be the capitalization of employee labor related to the installation of new shop equipment You may be overthinking this
  12. The actual wages paid plus employer payroll taxes, which I assume you would already be deducting anyway.
  13. Yeah, I have clients who avoid spending any money with Attorneys, no matter what
  14. https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-beneficiary Tom is correct , the RMD rules for non spousal beneficiaries depend on whether they are an "eligible designated beneficiary or not.
  15. I fill out a number of different BLS Surveys for my business clients. Some of them are simple and some of them are a very long PITA!
  16. Perhaps this is the programmed response to high call volume?
  17. I am sure the DOGE will get this resolved.
  18. I just bump up my tax prep fee when I have clients that do that. If their questions would require a tax projection for the coming year , I give them a quote for in advance.
  19. I only charge extra when the client's question requires research and a written response.
  20. I do the opposite. I keep the business clients and try to rid of the personal tax returns. Business clients are way more profitable.
  21. There has been a quite a few news stories the last several years about the shortage of accounting graduates etc. I know here in Oregon where all preparers are required to licensed that the number licensed preparers has dropped about 11 % in the last decade. It will get worse because baby boomers make up the largest generation of currently practicing CPAs, EAs and etc.
  22. If she was traveling for business reasons only then your answer would be fairly easy, but your post makes it sound like she is mixing business and personal travel. In which case the best result would be an allocation of expenses.
  23. Are you saying you can sign into ATX without an authenticator but with another kind of MFA or are you able to sign into ATX without any kind of MFA?
  24. Margaret, I must say that you have some of the most interesting client tax situations In your client's case I don't see a way to claim any business expense for the rent
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