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MDEA

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Posts posted by MDEA

  1. I am 75 and hope to keep working far into the future.I have two different sets of clients. My walk in office I would not hesitate to sell to HRB they call every year. My mail in and people that come to my home I feel as FDNY does and have no idea how to handle them when the time comes.

    • Like 3
  2. The major problem here is that he is dealing with the Amish. They do not have drivers licenses, they can not register a car, they do not borrow money,and I think they do not have bank accounts.This is the way they do things they are not trying to underpay this person usually they pay very well.

  3. I would want to see bank records for the tax year to check deposits against income reported. Had a friend(not a client) who is involved with criminal over a problem that started the same way.I would demand proof of income and expenses or fire client.

    • Like 2
  4. I think the point of this post is not what we are going to charge but why CCH needs to nickle and dime us. We can charge what ever we want. They need the extra money because Taxwise lost the government contract and they want us to make up part of  the revenue.

    • Like 3
  5. I am so glad that I do not do extensions. I could not stand theses clients. After tax season I work two days a week mostly doing representation. I do not understand why these people can not have their stuff ready on time. I understand that people with a lot of K1 s may need extra time I have a few we file on time then amend usually in December or January when they have them all.

    • Like 7
  6. If this was life insurance money the only tax is on the money the annuity made. You are not taxed on removing your own money. Since it was only in 2 years how much could it have made. Look at the contract to make sure this was not 401k money.

    • Like 2
  7. Have use Portal Safe for years with TaxWise very few problems works well with 90% of clients. People who are federal workers and try to use work computers have problems. Also some large company computer networks also have problems.

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