Catherine

I'm getting dizzy with all the yes-no-yes-no-yes-no!

If I ever really give up on QB (which I may, as I keep threatening to), I'll definitely go to Medlin's accounting program.

I did it, and so far have not had to use it - but the pertinent letters won't be coming out for the next several months. Rather than do representation myself, I thought it was worth the experiment, as I try to retire slowly & gracefully. TLDR answer: too early to tell, but cheap insurance?

We have all benefited from your participation here, and will miss you. I do hope you will reconsider, perhaps after taking a break. After all, Walter Cronkite came back the next evening.

They have an FAQ page here https://www.bls.gov/respondents/ars/faqs.htm found via search engine. Looks legit, I guess, but sheesh they want us to be suspicious of everything, then also send out-of-the-blue emails wanting people to click on links.

I have two emails purportedly from BLS this morning, for an "annual refiling survey." They look legit, and have a web ID and a password in separate emails. Yes, I can type in a link rather than click. The most suspicious item in the first paragraph is the "reduce costs and save tax dollars" which I have never, ever, seen any legitimate government agency give a dingleberry about. (Maybe that's a DOGE thing, suddenly, lol.)

Lots of groups issue letters annually, if they have people who donate multiple times during the year. So the organization's end of year donation statement works. Several million "children" disappeared the year they started requiring SSNs for kids as dependents.

Oooh; need to remind hubby to do that. Thanks!

I've had several calls asking if my welcome letters have gone out yet. Told them all "this week, I hope." We'll see. Yeah, sheesh, people. Lighten up - you won't get any official docs for some weeks yet.

I love Peanuts; thank you @Elrod !

Happy New Year to everyone here. May we all have a season without too much turmoil. Enjoy the last deep breath before the onslaught.

Merry Christmas to all. And Happy New Year, when we get there next week. This is the last week before loin-girding starts in earnest!

I would have a stack of papers to shred. When it hit an inch, I put it out for shredding.

I used to keep paper copies but now just pdf's - and a pdf of all client original documents and another of signature pages (paper kept for the requisite years). Electrons stack much more tightly than pages. Clients get paper and pdfs including EF Acks (I also keep acks). I want to have everything needed to research a return without having to open the program if at all possible.

I started mine around age 5 or 6. Shredding; paid by the inch. When they got older, filing, printing, and as teens answering phones. since we all three sound identical on the phone, they got real good at fielding general inquiries. Specific queries were handed off to me.