mcb39

That's been my experience too. I want my answers when I am ready for them. I constantly go back and forth with email unless I ask them a specific question. Sometimes, by the time I get the answer, I forget what the question was and the client is on the bottom of the pile. Also, KC, that is easy to say, but when you have OIH (my own choice) it is irritating. This is Sunday. Trust me, this afternoon, the phone will be unplugged. I have a good excuse this year; "I had surgery in June and I have to rest some time.)

MY line 26, page 2 reads: Income taxable to both Wisconsin and other state (See instructions)

Problem with e-mail: 1. I need an appointment, 2. Me: When are you available; 3. What do you have open?; 4. Me: (Gritting my teeth) How about___?; 5. I work til 5; 6. Me: 6:00 on Monday?; 7. This Monday? 8. Me: Yes, 9. OK, that will work. 10. Me: (Thinking, charge them extra!) Texting is just as bad and now they are trying to set up appointments through PM on Facebook. Same scenario as above. Are we becoming a mute society?

I just finished and filed a return with 15.3.

I move all files between desktop and laptop with a flash drive. All files are backed up on there anyway and all returns get filed from the same location; the desktop.

My yakking client who also talks non-stop is running a "business" of selling Pampered Chef, in addition to her real job. "Oh, I am making so much money. I am so excited and my sales were so good that I even earned a trip this year!" Whoa! Backup! Do you realize that you will be taxed on the value of that trip? Her: "But, I earned it!" Me: Key word; EARNED! Her: "Oh, my Gosh!, we are so glad we came to you because you know everything!" Well, some days I feel like I don't know anything. However, this lady truly wants to file a complete and honest return. She has that going for her. She said that the best times to talk to her are Saturday or Sunday. Well, those are the worst times to talk to me. Most Sundays you may find my phone unplugged and if you don't have my cell #, you are out of luck.

Coming in really early. Some ARE waiting for their ACA info. However, last year we couldn't even file at this time. When I compare book for book, about the same clients as last year for Jan as well as some new ones. Feb book is half full. I didn't even send out a letter this year, so am pleased, I guess.

Form 2120

I am having the preparer rollover issue. I did find a workaround that is pretty easy.

My clients are also spoiled. That is going to change somewhat this year. My excuse is the same as Tabby's; except that I chose to continue in this business despite breast cancer; which also is going well. I do get terribly tired though and we all know how much worse that is during tax season. This will be their chance to stay or fly under my conditions. I refuse to make myself ill in order to make them happy; and most of my clients wouldn't want me to.

You do not need to file a Federal form to receive this.

Schedule WR=A....check the box 7 from the bottom. Also, Schedule H and Property Tax Bill statement. I also fill out a WI-1. Otherwise none of the numbers from the H will populate.

It is really VERY nice.

This year we have one month less to procrastinate on Partnerships. They are due March 15th.

Never, Ever!!!! I always make sure that I have at least one extra on hand when I install an new cartridge. If I don't, I order one immediately. Most of these Compatibles will give you the option of purchasing two, three or five at an even more reduced price. (ie. shipping)

I would say that it is not correct. What I am reading is that "Up to $25000 in passive losses from rental real estate can be deducted each year against nonpassive income. Rental income is treated as passive income. I think that the sale of property would be considered nonpassive.

I have also had really good luck with Cartridge warehouse through Amazon. These aren't refills, but Compatibles. They actually seem to give more mileage than OEM. I haven't bought a refill for years; since one blew up inside my printer.

I have not done batch printing or Organizers for years. There are too many clients who don't need or use them and/or don't bring them back. I know which clients are going to want one for the most part. In my yearly letter, I instruct them to ask for one if they want it. Printing them separately is not that big of a deal and is a huge savings on paper, toner, postage and time. IMO

Not ready here either. Several calls today for various reasons. A few appts set up for Feb already. Today, clients wanted Organizers, EOY Sales Tax Reports and Payroll Reports done. I don't even know if the software is ready for that. Have an audit next Thursday and my office is a mess. Will she allow my assistant to be present during the audit process? She can be working quietly in the other half of the office. Anybody know?

What I actually meant was that I absolutely love the Surface. However, I have no issues with 8.1 either. I just would not update any of my work computers from Win 7 Pro.

The Surface Pro 3 was definitely a learning curve for me, but once I "got" it, I was off and running. I had never dealt with Win 8 or 8.1 prior to that. I absolutely love it, particularly for traveling. My personal advice is that if you are going to indulge yourself with something that expensive, go the extra mile and get the keyboard. Have someone (I used my Grandson) come in and show you the basics of getting around in Win 10 and it will get to feel like home and I have no issues switching back and forth to 7. The Surface was a "something for me" purchase and just having it gives me the warm fuzzies. The size is perfect for moving around. Both of my laptops are 17" and would never think of using them on my lap. Good luck whichever way you decide.

Don't know what to tell you. That is why I got my Surface while it was still bundled with 8.1 and that was enough of a learning curve as I have 7 Pro on all of my work computers. However, Surface is not for tax prep and I have learned to love it. It, too, is hounding me to update to 10.

So, this is it in a nutshell for me. I have moved on from the malignancy diagnosis for myself and we are handling the one for my husband. We feel that we are very fortunate and neither of us really wants to do anything else. We had our adventures when we were younger and are both involved in our own businesses. I started cutting back on business clients several years ago. Actually, one of my business clients who is semi-retired got notice yesterday that he has been randomly picked for a full blown audit in two weeks. I offered to have it held in my office but don't know why the decide to do these at this time of year. When I think I am starting to wear down, something like this happens and fires my ambition and confidence in my ability to handle it. Yes, each of us is different and my parents and grandparents also lived into their 90's with no signs of dementia. This could all change in the blink of an eye but I am not going to sit around waiting for another diagnosis of Cancer.

If you are healthy, age is a number and/or a state of mind. Up until now, my husband and I have both been healthy and considered ourselves to be very fortunate. That has not been true this past year and someone has tried to slow us down a bit. Except for fatigue, I am pretty much over the hump for now. IMO, nothing will keep your brain sharper; longer; than trying to interpret the tax law. Other than having to work medical appointments into my tax schedule, I feel that I am ready to keep on keeping on. In my heart, I am still the young wife and mother with two small children who was looking for a way to supplement our income. I was fortunate to find my niche and it has served me well. I still find tax preparation to be challenging and fulfilling. I will continue as long as my body and mind allow me to.

You are well qualified in whichever category you want to put yourself. You are experienced and knowledgeable as anyone on this board.