Jump to content
ATX Community

Catherine

Donors
  • Posts

    7,492
  • Joined

  • Last visited

  • Days Won

    467

Everything posted by Catherine

  1. There's a desktop utility called "desktop dozen" (did someone here or on another forum recommend it to me?). It has all the postage rates. Use the scale for weight, and the utility for postage. Also, Dymo has a new labeller package that comes with the label printer, a digital scale, and an online postage purchasing account. Not cheap, but it's a permanent solution. I have a label printer that I use constantly; it's a real convenience and a real workhorse. Catherine
  2. There's another old saying that a double negative means a positive, but that there are NO double positives that mean a negative. Yeah, right. Catherine
  3. I also used Gleim and was happy with the results. You'll get it next time! Catherine
  4. Glad you liked it! Yes, it will be better when the file share works on Firefox as well. It's much more inherently secure than Internet Exploder. Catherine
  5. You are very welcome; so glad I could help! Catherine
  6. Absolutely! There is a lovely lady, who specializes in trusts and estates and is just terrific at her work -- and she's IN Concord! Lindsay Smith Kafka is the name and her contact information is also on the "Links" page on my web site (www.grant-financial.com). Phone 978-369-3985. There's another guy in Salem that I think highly of; he and Lindsay give seminars (for other attorneys) together. But it's a hike from Concord, and she's right there.... if your folks want the other contact, he's also on my web site. Yes, I just love the sig line and I've gotten some funny comments about it. Catherine
  7. Found it!! Thanks. Catherine
  8. Yes, they can. I also have an execusite web site that I bought through ATX. You can look at it at www.grant-financial.com. Home page has a link to a secure file share -- THAT only works in IE; I use FireFox and have to use an IE tab for that one thing. But it's great; I've had lots of clients send me pdf's, original doc's they forgot to bring.... one client who is in the Philippines sends my _everything_ over the file transfer -- and ditto going back to him. Everything came with the site. All I added was PayPal (mainly for a couple of out-of-state clients who pay slowly), my local weather page (free "stickers" from weather underground), and info on me. Updated the links to include NAEA and some local folks I keep referring people to. And most of those waited quite a while. One of the other things you can do is send targeting newsletters to selected clients. I haven't set that up yet, but it's next on the list of things to do (in my copious free time, LOL). I did add the "do your taxes online" button, but no one used it that I know of. Catherine
  9. I had decided to celebrate hitting 100 posts by adding a new sig line for my posts. But I can't find how to do it. I'm sure it's something simple and blatant that I'm just missing. Especially since I have a plain one that shows up now.... Pointers? Thx. Catherine
  10. Here's a twist from an S-corp client of mine. Tells me now (on extension; I called with an unrelated question) that her dad took out an equity loan and gave her the $$ so she could buy her business (Jan '06). Has been paying back by taking distributions herself and repaying dear old dad. Now she wants to know if she should be doing it this way and what effect it has on her business. And when will I have her returns done? I asked last year how she got the business set up and going... did any of this get mentioned then? Hollow laugh! Now I get to figure out what to do next. Catherine
  11. Sorry to hear you had problems, Karen! I renewed last week. Got a phone call (about the third one -- but I told the first guy to call again, and the second one I missed and just got a message). The lady was really nice, we had a nice chat, too. I asked about customer base versus TaxWise and she told me that they have way many more ATX customers than TaxWise. I took the opportunity to tell her that if they did cancel ATX, that many small practitioners like me would automatically go elsewhere, as TaxWise - aside from ALL other concerns - is just out of the price range I'm willing to pay. She promised to pass that along. They charged my corporate card, as requested, and only once. So I really hope your experience was anomalous and that your renewal finally goes through just fine. Catherine
  12. Jeepers -- I passed 100 and didn't realize it! Do I get anything for not noticing? Catherine ;-)
  13. By now you've read some of the (excellent) other posts. I back them up completely -- you should find a good computer geek in your area and pay him/her/them to port all your applications and files. It will be _seriously_ worth the money. When I bought this computer two seasons ago (after my old one tried to die three weeks before the end of tax season!!), I spent two and a half _weeks_ -- full-time -- setting this machine up properly (myself), documenting what I'd done (so I could undo/redo as needed), and dealing with incidental crises as they occurred (a RAID driver that wasn't what I'd wanted that needed replacing, an incompatibility with an older printer needing driver patches... nothing major, just "icky"). And unlike your situation, I _am_ computer literate. I installed a RAID 1 mirror system, partitioned the hard drive into 8 sections, I've even been bold enough (or stupid enough, some would say) to go in and edit the registry on occasion. And it still took over two weeks of tearing my hair out. Please, for your data's safety and your own sanity, get someone else to transfer your applications and data. Why do people come to us to do their taxes? Because we're professionals who know the in's and out's. We mainly are not hardware geeks (except for weirdos like me, but I was an engineer before I turned to taxes and accounting; now I'm a "money engineer"). See the parallel? Catherine
  14. I had the same problem with a MA return from yesterday. Called and they had closed about ten minutes earlier. Called today and got the "employee appreciation" message. Heaven forbid they have a _client_ appreciation day!!! So I have to try again tomorrow. Grrr! Catherine
  15. Added them where -- how does one find them?? I did an amended last week and had to write a separate letter. Oh, wait, that was a prior-year return. Rats. But I'm sure someone will want an amendment (and probably sooner rather than later), so I'd still love to know. Catherine
  16. I'd strongly recommend that you consider getting XP Pro -- it's still available, you just have to ask for it. There are some serious compatibility problems with Vista, both in terms of old software (QB, for example, won't run pre-2007 versions on Vista, I've been told) and in terms of printer drivers and other peripherals. So far as "downloading" QB to CD's -- for what purpose? Updates? Archive files? Transfer to other machines? Need to understand your query better before we can answer. Sometimes what one wants to do is so clear _internally_ that one doesn't notice that the question could be read about five different ways.... (Ask me how I know this! ) Catherine
  17. It shows up frequently in the novels of Robert A Heinlein. I once got a gift from a client's vendor (a USS Constitution Silver Dollar) because I caught the reference one of them made and commented on it. Years ago, but I still have the coin. Catherine
  18. My no-frills-basic 1040 and one state is about $155. Goes up fast from there; my _average_ 1040 return with schedules is close to $300. Had my first 1040 return break $1000 this year! I charge by form, so price shoppers can get a decent estimate if I think they're serious. Anyone who asks if my fees are negotiable get told "Yes! - Upwards only". Price shoppers are politely informed that they can get their taxes done cheap - or they can get their taxes done right; but they only get to pick ONE. That said, if I do a 1040A or 1040EZ for a child of a client, that runs $30 - $50. I also give senior discounts and military discounts (10%). I put the full price on the invoice and then discount below - people seem to appreciate it more if they see it as a line item. I haven't bothered to put fee increases in my letters. It just creeps up a bit at a time. I always look at last year's bill and see if this year's charge looks in line. Sometimes fees jump (either way!) because of changes in what they need (the Schedule C person who takes a W-2 job will see a big _drop_ in price the first full year without the SE business; the one who bought the rental property will see a jump _up_). Catherine
  19. You've got it and other posters have expanded beautifully. Had a client who moved in late '06. We capitalized leasehold etc items; all else was expensed. Most in '06, a few things lingered into '07 (new place, for example, has a bigger lunchroom sink, so they got tons of little things once they were well settled - dish drain rack, paper towel holder, soap dispensers, plastic forks, and the like). More desks and computers for new employees (the expansion necessitated the move) were not considered part of the move and were dealt with separately. I found it useful to initially have their bookkeeper enter _everything_ into QuickBooks in a new category I made and called "moving". That put all the "possibles" in one place, where I then sorted and re-characterized them at my convenience. Catherine
  20. KC -- Thank you for these; they are great! Catherine
  21. I tested several registry cleaners and ended up with MaxRegistry Cleaner (http://www.maxregistrycleaner.com); it found more errors and problems than any of the others I tried. Catherine
  22. Re-create and submit them; you're not going to get Federal acks before midnight. Catherine
  23. Just (7:15PM EDT) sent out two e-files that went through FAST and trouble-free. Same two I'd been trying to send all afternoon with nothing but server errors. Catherine
  24. ProSeries had HORRIBLE problems last year (along with TurboTax) and got an extra week from the IRS to get everything through. Not only did their servers clog -- they CRASHED. And couldn't be revived easily (if memory serves). It will be interesting to see how widespread the problem is this year -- all the extra filers because of the stimulus payment may end up with _everybody_ clogged. Catherine
  25. Thanks to ALL for support and hope you all have a good rest of the year! I'd planned to celebrate the end of season -- but have been battling a migraine all day, dammit. And now I've got this one last e-file that won't go through because their servers are overloaded (that gripe is on the e-file list). Catherine
×
×
  • Create New...