WITAXLADY

MCBeck - what about working for me remotely?

We are growing even though taking no new clients - how do you say no! and I need a good tax preparer!!

Best,

Darlene

Thank you all..

D

it is worth a try.. I have had success

D

Client came in for a LLC set-up - barely making it - single parent, etc. Mentions she will inherit 2.5 million when 90+ year old parents die 1 of 11 children,

They were farmers in east central WI!! One time farms made money.

I suggested she ask for a gift now! But she said as the youngest, she was pretty much ignored..

The question is - who pays for the tax - Her or the Estate? Depends on how the will is written? The parents do have a financial advisor..

Thank you..

D

oh my ! thank you!

I never would have thought this number was printed! Always a secret!

Best!!

Darlene

I am so looking forward to retirement!! I say I should have done this about 5 years ago so I could enjoy traveling, visiting children and grand!!

One of my long term clients wants me to set up consulting..

If that is like baby start-ups - no thank you!! Too much work..

I want to get a bike - maybe one of those recliner ones..

Visit lots of places in my state and within a days drive - draw a compass circle.. as my hubby is unsure anymore about sleeping in hotels

Or just get a Rv thing on the back of the truck.. and stay in Walmart parking lots! And rotate between children

Read, sew, crafts - and clean out my mom's house - auction this fall yet? if my brothers mediate well - pray for me - we have a week or so before time means court - it will be 3 years! July 10th since she passed.

But first I need to know how to sell this in the Northwoods! I will stay on to train and transfer the business so less are lost..

Any advice - here or private email please? I will pay a fee for any help!!

Thanx D in WI

my notebook is misplaced!! someone's head will roll - as I keep that special so carefully!!

And I do not have the number - I scrolled thru here as I know I have seen it - but I cannot find the number only reference to the number.

Please help me out

Thankyou,

D in gorgeous Wi

Received information via webinar on the CFO Project - has anyone had any experience with this - + or -?

Sounds like a good fit for transitioning to retirement - has systems - which I have tried to implement over the years and not been very successful at.. Hate to pay for for something but look at it as a class or training??

Thank you, D  in WI

Dear Marilyn,

So sorry to hear that!

So glad you were able to get away and hope that did not spoil the R/R too much!

Best,

D In WI

Hmm I do not even leave my beer bottles or alcoholic fancy cans in my office trash! I take them all upstairs at night!!

so office staff does not see!

Discussion is how to drink the moonshine 2 quarts client gave us - for the 18th  - get our husbands to be DD's?

my efile return create says

Main Info - error -enter first name, last name and soc sec for spouse and choose HoH -married for the status for WI

He died in 2022

I have checked special conditions 06 in the box, primary taxpayer dec.

but it said that before and after I checked the box

I changed WI to Hoh - married and then it says must be that for Fed

all sorts of red pops up as you can imagine when that is checked as they are mfj

I have never had this issue before.

Any idea? Just trying to get her the VA prop tax credit!

Thx D

won't it allow it if he says he is real estate? Marked wrong?

d

I use verifyle and It is at no charge through NATP? or maybe NASEA - one of those organizations -

Most of the clients use it easily - except for those who do nothave emails or do nt ever look at them - I have quite a few

So we mail - had a LLC new business today - that I have to do that with - I said I am emailing your SS-4 and when we receive the accepted papers - you will have to check the email!!

A Blessed Happy Easter to all

(this week or next or Passover)

a church group came in and bought a lot of lamb for their Seder Meal - yum!

Hubby delivered 2 racks of lamb to our family in Oshkosh - I can smell it - but said sorry - cannot come - working yet

D

Thank you!

Yes, CR is Feb filing due.. ends in Oct or something.

We did the LLC and the RE atty is handling it..

He wanted to put it under his current very successful LLC/S corp and I talked him into a separate LLC for liability reasons, let alone taxation.

Thank you

And a Blessed Happy Easter to all.

D

man - How do you get them to do that - I had someone in here for over 2 hours  - mostly on hold - wait 5-7 minutes, etc to ID verify 2022 and them checked on his 2021 and after they told me it was coming - he had verified in here 2 x!! already =- he had to do it again as there was no record!!

Big party if it ever comes..

D

well - do I file his CR taxes or does he find a CR tax preparer?

Sch E rentals sound quite simple there..

Can he bring $$/earnings  into the US  - from cash? thru a bank? Legally?

A great tax client - well he was! is buying a rental in CR - He has a Real Estate Atty there handling the purchase but they want  me to handle the US part

So is this foreign taxes now?

Does the US person need a LLC here in the US (WI)? to be the owner - for liability and ownership?

Or is the SA enough?

Should I tell him to find someone else! He does not want to but.. it is for 2023 - so I can learn with help or my NATP question.

Thank you,

D from more snow coming!

2020 yes - 2019 - mail.

But I do not know if 2020 can be e-filed after April 15th(18th?)

D

I had basically the same experience!

I finally called the audit number and they answered right away but could only help me so far - after 1 1/2 hours! she would transfer me. I said another day..

hmm - I charge $10/child for the 8867.. and $10 for HoH..

Turbo tax charged a relative of staff $65 for WI and $275+ for fed with tuition MFJ and 2 children no EIC - fyi

D

okay! Like the answers!

I'd charge about $225..

I have gone up 20% this year if same amount of work..

and no one has squawked except the bar owner who I had to do all ther bookkeeping -

$880 - taxes and $700 books -

They went and bought a $1500 scanner and laptop and think that will fix it!

Best,

Darlene -

i like the one about all new clients!! $325

I am charging $50 more for PIRA's and harassing - where are my taxes.. this year

Usually it points to the correct one being claimed..

Otherwise I do the remove and file again method..

Otherwise go to ATX solution Status on e-file status and follow that - it will tell you

D

I have looked here and the IRS and google - I do not see this vehicle having credits...

Anyone have any ideas?

Thank you , D

ATX is paper file for 2019, 2020 and forward is e-filed! yay!