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MsTabbyKats

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Posts posted by MsTabbyKats

  1. I am wondering if I will run into TRX at the 2013 Nationwide Tax Forum?? Would like to really talk to Mr. Hughes??? I think most of the software vendors have booths there and 2 years back i saw TRX as well. Last year I did not see TRX.

    No, I didn't see him last year either.

    What I'm waiting for is to see if they flood me with calls to buy their software again. Even though I renewed in Sept., I got call after call to renew.

  2. Just gonna add....I've been using TaxAct...not one problem...not one issue,

    Gonna stay with them until I die.

    This has been the most pleasant tax season ever....I just decided to "cut back" or "raise the price" on certain returns.

    Life is just too short..........

    I really recommend giving Tax Act a try if you're unhappy with whatever you're using.

  3. Need to vent a little, I prepared a tax return for a client about three weeks ago, mailed it to them, spouse calls me to ask why their refund was so little, I took about 20 minutes explaining to them that their income went up significantly from the prior years therefore putting them at a higher tax bracket resulting in a lower refund. Well I thought they understood the reasoning, two weeks past by and I had not received their signed forms to efile, so I called them to follow up, and they didn't know how to tell me that they went somewhere else and that is why they hadn't return the forms to me. I asked what was the problem, my gut feeling was that they were unhappy with refund amount, and they had already starting working with someone else. I told them it was fine, but it would been nice if you would of told me something if you felt I did something wrong and they said that wasn't the problem, so I told them I was sorry for not being able to serve them, but I expected to be paid for my work.

    When people complain about the "small refund".....if it's a basic standard deduction I tell them...."Go anywhere else....and if anyone gets you one penny more than me, I'll give you your money back"

    With itemized etc....I go over the deductions....and show them "room for improvement" (maybe they forgot something?). Then I tell them that they are free to go elsewhere, but I put in my time and did the return with the information given to me....and I expect a consultation fee.

    I doubt anyone will pay the full fee...but you can never tell. I also throw in that if they come back to me in the future I will deduct the consultation fee from any future fee.

  4. The last time I looked into this (maybe 3 years ago), the tp had to have real obligations to get an OIC (not things like cc debt or being unemployed). They evaluated the income...and assets...and debt (I think they allowed rent, mtge, child support, car payments)....and then allowed a small living expense.

    If she's just "unemployed" they assume you will eventually get a job........

    However, things may have changed.

    Also...there was an application fee (plus my fee)....so after explaining all of this, my client didn't want to bother.

  5. Speaking as an objective observer (well..I'm part of the TRX crisis), at this point of the season, I cannot understand why anyone is still trying to use "a non-functioning" program.

    Yes...money is lost. But is it worth saving a few dollars when your entire business is at stake.

    I had to buy a different program (Tax Act) and re-enter everything. It's a pain, yes. But, better to have "a pain" than "a disaster".

  6. I'm not getting anywhere getting my refund either. This is a 'beta and switch' if you ask me. I'm going to look into whether or not I can file a small claims case in TN via the mail. Last year I started seeing the posts online about the woman suing them for diverting her ERO fees and now there is this. These people like to take a lot of risks and they don't care who it affects. They encouraged me to continue sending returns through their portal knowing that most of them would to transmitted to the IRS only to go to the errors department. They also did not relay to other users errors that I pointed out that would cause a client to overstate expenses and potentially cause them to be audited and/or assessed a penalty. This is an awful way for them to treat us and I won't do that to my clients.

    I want my money back!

    BTW, I wonder what the IRS would say if they knew that TRX was intentionally sending returns with errors on them through...not just those that get caught and cause a snowstorm of letters, etc., but even basic MATH ERRORS. ?????

    I think this is something that should definitely be reported. I have no idea to "what department". Perhaps a visit to your local IRS office might be in order. Maybe the fraud dept? Someone above the reps that answer the phone. This should put them out of business for good....and perhaps.....lots of fines. Maybe a tax attorney....are there any in this forum?

  7. If anyone is still trying to use TRX.

    I called...put the phone on speaker....just to see how long it would take someone in tech support to pick up

    (I was going to ask about the NY status and 1040-NR status)..........

    But after 45 minutes....I was still listening to music :angry:

    Do you think people are still calling for support, using TRX, trying to set up etc.......

    Or, do you think they closed the doors?

    Seriously....what do people think?

  8. Today is the 22nd of February and still no refund, no reply to e-mail, no return phone calls. Shame on you Doug for being the deceptive person that you are. Don't ever ask yourself again why people are treating you the way they have been. You and your organization deserve everything you are getting and will get. If you are put out of business, file bankruptcy or some other short coming comes your way, just remember you cannot choose the consequence for your behavior. As a Christian, I forgive you for what you have done. However, with that forgiveness comes a demand for change. I will pray for you. Man up and face your accusers, swallow your pride and admit you failed and right your wrong. You will never gain or regain any form of respect until you do. Maybe one day in court or in some other setting I will get to meet you and I will personally say shame on you.

    My people would just call him "a gonif".

  9. My thought is to verify that the name and social security number matches what's on file with social security. Sometimes people don't know what's on the official record.

    0500 Primary SSN (SEQ 010) and Primary Name Control (SEQ 050) of the
    Tax Form must match data from the IRS Master File.
    SSN/NAME: Does not match IRS master record. You should contact IRS
    (1-800-829-1040) to confirm the SSN / Last Name in IRS master file.
    If it is not correct, they will advise you on how to correct the problem,
    which is very important for you to resolve. If IRS gives you the SSN /
    Last Name in its master file, temporarily, log in preferably during off
    peak hours to enter this SSN / Last Name EXACTLY matched IRS record to
    complete the efiling or you can send return by mail
    Please correct and resubmit BOTH federal and state return.

  10. Dear Mary-

    I have this guy who's in his upper 60's. His wife is in her 30's. She works. He doesn't. He takes care of the child.

    Last year he had a 1099-C for about $30,000. I told him he had to pay tax on this. It's income. He got angry. Why? Why?

    He said the bank offered "the line of credit". I told him..."Yeah...but they didn't make you use it and spend it."

    Needless to say, he went elsewhere. I hope he stays elsewhere.

    Life is just too short to listen to this nonsense and irresponsibility.

    For people like this, I only care that I get paid. And believe me, I am a bleeding heart. I reduce my already low fees if someone is having a problem.

  11. In NYC SS wiil get her a crdboard box. and it is his life, but also his wifes and two kids.

    Oh I get it...but you gotta be objective.

    My client's case...her father was a well known author (you'd know the name...you'd know the title of his book...you'd know "the phrase" everyone uses from the title of the book).

    She could have lived like a princess for life....but she blew it all....and now if you saw her on the street you'd think she were homeless.

    In your case, you prepare their taxes...you are not their marriage counselor.

    But, didn't the wife have to sign the return/8879 for 2010. So, technically speaking she is aware.

    Perhaps he buys her lavish gifts and fancy vacations....again, their choice.

    Stay objective...........

  12. What type of recourse is anyone seeking from the TN Attorney General's office? Refund? Buisiness closure?

    Hmmm....no refund expectations (that's with the CC).....maybe just putting them out of business.

    Doug Hughes is a thief. By 1/30/13 he should have said..."Sorry...it's just not gonna happen this year", and issued refunds. Lots of people lost lots of money and lots of business thanks to him.

    Personally...I have a temp credit with the CC company which I cannot imagine Doug trying to reverse.

    I've phased out on lots of people and lost revenue....but to be honest, this was a personal choice. On the date I switched to Tax Act, with all the re-entering of data and not having a 1040-NR on the program....I decided to phase out by not taking new clients with "complex returns", raising the price for non-resident aliens (since I had to do these manually) that were already clients, and not accepting any new non-resident aliens.

    Gotta say...after the first chaotic week....this season has been the most relaxing ever. No stress...no strain....thanks to TRX! (If I were younger, hungrier or more ambitious I would not feel this way.)

    I wonder if NY is up and running. And the same for 1040-NRs. I don't want to dl the updates...I'm afraid it might screw things up on my computer.

  13. No, I wouldn't renew early either. I'm also a refugee from TRX. The "money lost" isn't an issue...but it's the waste of time.

    I was literally one phone call away from retirement (I thought one of my "regulars" left me and went to H&R...called him...he said he was still waiting for me....so I decided not to retire....hey, my people need me) but decided to call Tax Act (used them in the past, loved them). Tax Act offered a 30 day refund...so it was a "no brainer".

    Next year I'll wait until mid-Jan to sign up with Tax Act...unless they offer a refund that would extend into Jan 2014!

    Oh...it took just about 4 hours for the rep at TRX to do a screen share and install and convert from 2011 to 2012. It took me literally less than 5 minutes to install and have Tax Act up and running. Although I have to re-enter all of the "prior information" it was a trade off I was willing to make to salvage this season.

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