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Catherine

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Everything posted by Catherine

  1. Because my husband won't agree to move to NH.
  2. Not acceptable, says the state of Massachusetts. File cabinets and desks must have locks; ALL client files must be in and locked whenever you are away. They do NOT care if you are the only one in the building, or that you are locking the door to your office while you dash to your car for the second load of office supplies from staples that you left for later, or that your office is locked. Plus encryption on ALL disks and drives. Plus NO ssn's on paper copies. Plus password-protected pdf's of ALL documents on CD's given to clients. The usual one-size-fits-none regulations: what might make sense in a huge company with cubicles does not make sense for me and vice-versa. The intent is to "prevent" identity theft. They could have merely said, "if someone's id gets stolen and it's traced to you, you're dead meat" and let me (and all others) figure how to protect the data. Instead, they have to micro-manage every paperclip.
  3. I belong to NAEA and NATP. Certificates (along with my EA certificate and one other that I don't recall off-hand) are up on the wall in my office. Along with a gorgeous photo of me with my kung fu double broadswords.
  4. The taxpayer is cash basis. I will issue a 1099-MISC to the vendor. However, I think the expenses are invalid as deductions as those three checks (one big, two tiny) are now too old to be cashed; they were all written in March 2014. But I will dump that portion of the problem into the tax accountant's lap and let him wrangle over it. Many thanks to all! I was thinking myself around in circles and now think I have it straight. As usual, the way I first thought before I started second-guessing myself into confusion.
  5. The offer stands -- and I can pretty much guarantee that you would NOT be the most disorganized client I have, by a substantial margin. The worst? Therapists. Universally horrible/clueless/utterly disorganized with money. I have never had a therapist client who has *not* been through bankruptcy AT LEAST once. (edited for spelling error)
  6. LOL -- the vendor in question, in this case, is the tax accountant. I would *hope* he reports all his income!!
  7. Go to ebay. Buy a new, registerable, version of Office that is two or three versions old, for small money. You're golden. I still run Office 2003 on my home office Windows 7 machine. For the new office/new machines I bought Office 2007 - brand new and registerable! - from ebay for like $45.
  8. Got it in one. And to Pacun -- nope; those check stubs are in the check ledger (paper! ye olde desk checks in a binder).
  9. Standing offer from me as well and I DO know about taxes in Maine. (fyi, Eric)
  10. One I've never seen before. Small partnership. Three checks written over the course of the year - all in the same month -- never cleared the bank. BUT the vendors all got their money. It's like the bank paid the checks but never charged them to the client's bank account. The client will talk to the bank and see if they have a clue. What I'm left with is a dilemma: one vendor gets a 1099-MISC. He *got* the $1400 or so bucks in that "uncleared" check but my clients never "lost" the money. (The other two checks were for less than $150 total; not an issue.) So do I include that amount that the vendor really DID get, on his 1099-MISC? Or not, since my client has no out-of-pocket for that amount? Or send a 1099-MISC but tell the client it's not a deduction on their return (that I don't do; just their pre-tax accounting as their guy doesn't use QB) because they're not out the cash?
  11. I must say that my new office is staying visually tidier. With the MA privacy regs, I am supposed to have EVERY piece of client paper locked away if I step away from my desk for ANY reason. Yes, that means if I wander to get a drink of water (or get rid of an earlier drink of water). Never got too cranked up about it at the home office - after all, if the doors are locked and I'm the only one in the building, all those papers ARE locked up at all times... But at the new office I have to be far more careful. What that means is that all my stacks are in locked drawers, and I am trying to get everything scanned and paper OUT so I don't have to buy more file drawers! Lion -- I think the last time I vacuumed was after we took the Christmas tree down. It hurts my back and makes me sneeze for hours; I'd rather Swiffer and toss (that only makes my hands itch, and that only til they get washed up). Cleaning lady... now that sounds nice. Maybe after 4/15 I will investigate.
  12. Welcome back!
  13. nom nom nom nom nom ...... time to pull out the reserves: a pack of Junior Mints in my desk drawer.
  14. Hit reply. Then hit "more reply options" then attach a file using the "attach files" utility Can you guess I want to see the photo, too?
  15. Rita is the absolute BEST at the snarky one-liners!
  16. My husband's idea is that every law should have an expiration date. That way a bad law can be let die without fanfare or assignment of blame or finger-pointing, and the good laws that need renewing will keep the legis-vermin (my term, not his) busy enough to cause little additional damage.
  17. I can add nothing to all the good words other have posted except to say that you and your wife are in *my* prayers as well, and that you can lean on Him who bears all burdens with us. We will be here to listen, to cry, to help in whatever way we can.
  18. Prayers for you and your family. Drake is an exceptionally "human" company and I expect they will bend over backwards to help you.
  19. Adam Kokesh said, "If you don't do politics, politics will continue to do you."
  20. Welcome back, Ron!!
  21. I had a mis-match last year between envelopes and printed copies. I used address labels over the window sections so that no ssn's were visible and a full address *was*.
  22. Well, MA has some new tax credits too -- restrictions on which organization to give to, and minimum amount to give, but you get a 50% CREDIT on your state taxes for so doing.
  23. Catherine

    w-2 prep

    You *must* have an EIN in order to have employees (and then send a W-2). That stands for Employer identification number. Best fill out the online SS4 real quick and get one.
  24. It's all going to be in Pub 974 -- which hasn't been written yet. So, in the immortal words of Zippy the Pinhead: Are we having fun yet?
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