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Chrisbry

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  1. Catherine, I'm still showing some from Jan 16 and 22. I'm not concerned at this point either. Chris B
  2. If it was me and I fired the client for NON PAYMENT, I would also have stated in the letter that since they had not paid for the tax preparation, you no longer were considered the PAID PREPARER. Then I would have sent the IRS a letter stating that you are no longer considered the PAID PREPARER because of nonpayment of fees. Easily solution when courts ask for copies of return you "prepared" -- send them a copy of the letter you sent to client and IRS. Those instructions came directly from the IRS at a Practioner Liason meeting I attended in May.
  3. I renewed yesterday -- dropped back to MAX instead of TTO. I figure the discount will pay for a tank of gas. YIKES!
  4. Are you saying that the deposit actually went into the WRONG client's account? Yikes!
  5. When we started getting our renewal information last month, I printed off an ATX Product Comparison Chart. I went to look at the products this morning and ALL of the products have had a price increase. My early renewal price for TTO is $1400 -- if you go to the products page it is now $1695. The chart I have said that MAX was $1065 and now it's $1110. This is just in ONE month. Is the renewal price good after the early renewal date or do they nail you to the wall with the upped price? I'm going to call today to find out what "deal" they will offer me on the MAX. If there is no incentive, then there's no point in renewing now -- I'll wait and see what goes down the rest of the year. Just thought I would mention this FWIW.
  6. I wondered if possibly it was because they had tuition credit on both kids and it reduced their tax liability to $1140. I'm sure they don't qualify for EIC. I'm so glad I told all my clients not to count on any rebate amount until it was in their hands. I've only had one phone call.
  7. Outstanding liability -- not a chance -- not this person. She even pays her balance due in February and her estimates are all paid for the whole year by April 15. She said the notice said something like this: Since one of you is self-employed, $xx has been deducted for self-employment taxes. I'm thinking she misunderstood something. I haven't had any of my Sch C filers call me yet that their rebate was reduced. I told her she had to be mistaken because it was based on INCOME tax not S/E Tax. She said oh no. Another one of those that thinks they know the tax system. I just didn't argue any more with her because she was basically screaming at me. I'm glad she is just a friend and not my client. Pity her tax preparer.
  8. A friend of mine got their stimulus payment LESS about $60 for S/E tax. I hadn't heard of anything like that and asked her if she was sure. She said they got a notice a few days after the direct deposit. Of course, she was also bitching about not getting "their money" for the kids (Uh....they are 19 and 24...duh). She's not my client so I have no idea what their tax situation was. But has anyone heard of such a thing so far?
  9. The only thing I liked about Kleinrock was the Federal Tax Bulletin -- I will miss that. I can't even recall using their research materials in the past few years. But a few years ago, it was confusing to me. I changed to the 1040 Express Answers this year and I just prefer TheTaxBook Deluxe Edition {not to mention that I didn't even receive my Express Answers until well into the filing season -- and after several calls to find out where it was -- I realize the lateness was due to Congress and their problems} But I do know that TaxBook was out the early part of January. I think the whole package for Kleinrock is rather expensive considering it is mostly all online research now. Maribeth, I will certainly check out the TaxTools -- I used that years ago.
  10. SCL -- my practice is not large (about 150 returns) nor do I charge $125+/hr. I figure the cost per return (incl e-filing my quarterly & annual pr forms) is about $5 per client's form using ATX. I do not want a write up program but I do want everything in ONE place. I think that was rather rude of you to insinuate that those with large practices are "cheap" and that they can afford it. I'm lucky in my relatively small practice, I have very little overhead. I am not dissatisfied with ATX software; I'm dissatisfied with their lack of Customer Service. Oh and BTW SCL -- I am renewing and I will renew to get the discount. But Kleinrock & CCH can keep their "research materials". I'll go back to TheTaxBook and utilitze NATP more. Chris B
  11. You're welcome JKL. I posted this in E-file but not sure if people are looking there since the "season" is over for now. http://www.taxtalktoday.com/ The next Tax Talk Today is May 13 It will cover Electronic services (e-file, e-services, etc) that are available. I thought I would post htis for those that are unaware of these programs. If you can't watch during the webcast, you can download the programs as a podcast to your I-pod, Zune, MP3 player, etc. and watch them later. The program is 2:00-3:00pm EST. The one in July is on Retirement Plan Pitfalls.
  12. Since there are some here that were unaware of the Phone Forums (Free 1 CPE), here is the next one: http://www.irs.gov/businesses/small/articl...=158856,00.html
  13. http://www.taxtalktoday.com/ The next Tax Talk Today is May 13 It will cover Electronic services (e-file, e-services, etc) that are available. I thought I would post htis for those that are unaware of these programs. If you can't watch during the webcast, you can download the programs as a podcast to your I-pod, Zune, MP3 player, etc. and watch them later. The program is 2:00-3:00pm EST. The one in July is on Retirement Plan Pitfalls.
  14. Chrisbry

    Drake Evaluation

    I received the Drake Demo for 2007. Installed it. #1 -- Demo for Client Write up is worthless -- you can't even set up a NEW CLIENT or see how it works to set up a client (even though I was assured that all I needed to do for 941/940's was to set up a client and fill in the form). #2 -- Did NOT like the tax input at all. I like to "view" each Form after I input the data. There is too much flip-flopping around to view the entire tax return (ie close 1040, open Sch A, close Sch A, open Sch C, etc). N/M on the removal -- I just deleted it. Now to do a registery clean to make sure it's gone.
  15. I think that's where I'm leaning too Donna. None of the programs I have looked at have everything in a neat little package. I requested TRX to send a demo CD when I couldn't download the program -- still nothing. Drake has not responded to my specific questions regarding payroll form e-filing. Where I am at now -- I'm finding customer service non-existent any where and I think I'll stick with the ATX and crappy CS that I already know. At least I don't have to *learn* to do things differently. But I am definitely doing away with Kleinrock and the fluff & frills and will renew @ $530 less with MAX instead of TTO. And I'll keep my options open for any *new* software that might come along.
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