Jump to content
ATX Community

Yardley CPA

  • Posts

  • Joined

  • Last visited

  • Days Won


Contact Methods

  • Website URL
  • ICQ

Profile Information

  • State
  • Gender

Recent Profile Visitors

9,182 profile views
  1. Has anyone upgraded to Windows 11 and successfully used ATX 21 and prior years? Any issues?
  2. Curious as to what congressional district you live in?
  3. I agree...some early pensions did have after tax contributions, and I have several clients with this exact type of pension. In the OP, it sounds like that was not the case...with the taxpayer having no recollection of ever contributing. But maybe the prior preparer has some info, who knows.
  4. Sounds 100% taxable to me. I'll be curious to see what you find and why the prior preparer only claimed a small portion.
  5. Must be a fun work environment for the employees. I assume the firm will be holding some team building exercises, potentially behind bars.
  6. I would be surprised if you do hear anything from them. I wouldn't be surprised if you receive another letter demanding payment. Those companies are ruthless.
  7. Ultimately, do you really need clients like that? Considering the amount of work you did for them, if they have the nerve to say "it's a little too pricey here", they're ignorant. I don't want to minimize how important it is to establish relationships and maintain those relationships moving forward. With that said, there needs to be a level of respect both given AND received. If the client does not respect what I do, the service I provide, or the time I spend...good riddance.
  8. You're the only one in the commercial building?? Do you walk around the building occasionally? Say hi to imaginary friends? Thanks very much for your reply. It's very helpful.
  9. I guess preparers are less inclined to share rates, and that's fine. I have no problem declaring what my minimum is. In my post I indicated that some firms charge a minimum of $350 in my area. That's not coming from the internet, that's coming from colleagues who are also in practice and shared what their firms charge. I completely understand that some preparers/firms have high overhead and that impacts their rates. In any event, thanks for those who chimed in but didn't share any pricing info.
  10. I am a CPA with over thirty years of experience in the suburbs of Philadelphia. Would some of you be willing to share your pricing? I recognize there are many variables that go into what it costs to prepare a return, including the area in which you practice. Just trying to get a sense of how you determine your charge. Is it a rate based on time spent on the return or do you charge by form, or maybe a combination of those. For new clients, I have established a minimum fee for a basic return and one state, Schedule A included, of $250, Schedule C, D and E clients are charged more. Established clients may not pay that full amount, but its close. That price is still low compared to what I see other preparers charging in my general region. Some firms in the area charge a minimum of $350. I'm sure some full-time preparers have higher costs than me, a single preparer doing this on weekends and evenings. I appreciate your insights on this topic.
  11. Officially thirty years for me. I've enjoyed the relationships I've formed with my clients. Some of those clients have stayed with me for all of those thirty years. I go back to the days of Parson's Technology and also fondly recall the roaring tiger. I miss the "simplicity" of those days. My tax preparation business is done during the evenings and on weekends, as I have a full time day job. It obviously requires devoting a ton of time to but my family has been very understanding and I appreciate all of their support.
  12. It's not new, it's old. It's been happening for a long time now. Those scammers will utilize any means possible to scam successfully.
  13. Have you considered a trial of ProSeries?
  14. They're a summer camp with clients who more than likely ask for their EIN. What would the paranoia be over exactly?
  15. Why wouldn't they supply it? What exactly is the down side of them supplying it to a paying customer?
  • Create New...