Lion EA

CCH eSign is a free license and $4 per verified signature (maybe $1 for UNverified). They send a review copy of the return and signature pages. Free license.

Rita, I hope you charged at least as much as the bad preparer. If it were me, knowing the client had been alerted by her banker of the bad preparation, I would assure her that we will do things right going forward and charge her a bit more than the last guy. And, quote her a bit more than the last guy charged for prep for me to amend his erroneous returns -- if she chooses. And, I know some preparers that would charge her a "set-up" type fee for 2015 only to get her Schedule E and depreciation schedules set up right.

And, there is a form when bringing in financial assets, 35XX?

Just about anything is OK for tax returns. It's the banks that need your physical location (and sometimes the secretary of state, that kind of thing, for identification), but I don't do bank products so use whatever my clients chose to use as their mailing addresses and e-file most returns.

If they're not in a community property state and have a multi-member LLC, then it defaults to a partnership. It can elect S- or C-corp. If it were a single-member LLC it would default to "disregarded" and file on 1040 Schedule E. If it had not organized as an LLC or any other entity in their state, they could be a qualified joint venture and use Schedule E, but they wouldn't have the liability protection. LLC is no substitute for good insurance, however. If in a community property state, wait until someone else jumps in.

I'm doing 941 for my very part-time employee. Long ago, I qualified for the 944. But, I thought changing would confuse our government. Sounds like I'm right. So, I'll continue filing 941. I have to file quarterly in CT anyway, so filing 944 wouldn't save me much. I'm listening to Deb.

I have a very smart (usually) very highly paid client who has been driving me nuts about her Form 1095-B that her HR department told her she needed but won't get for a few more weeks. Yes, we already e-filed. But, she's been with the same employer for years; and yes, I asked her if she had health coverage every month in 2015 and if there were any changes. I've explained to her three times since she got the HR email that all is well. Not to mention that when I acknowledged her e-file acceptance I included a paragraph about her receiving a new Form 1095-B later, that we already accounted for it, but to please send me a copy and put her original in her 2015 tax folder along with her W-2 and other tax documents in the pocket - all in writing to her days ago. She didn't remember anything I wrote her. She remembered the HR memo INcorrectly. Finally she reread the HR memo, and I resent her my earlier email. But, still another set of panicked concerns. We'll see if it's sunk in yet.

I haven't done it but seen it done with the mother & son owning the home and mother taking out the mortgage due to son's credit. Search on Equitable Ownership. At least one good Tax Court case about this issue. Did the son act like the owner, paying all the bills, maintaining the home, working on his credit to be able to refinance in his name only, etc.?

Sorry, Joan. Our pets are our family, and missing them does get in the way of work. Give yourself permission to grieve.

But, he didn't send me a message! I think I'm insulted.

I probably pay a lot more for CCH SiteBuilder than an ATX customer does! (Even though my price didn't change, FileShare was not just "there" but I had to choose it.)

Pub 519 Pub 501 Pub 901 1040NR? or 1040? U.S. Income Tax Returns for Visa Holders by Jean Mammen, EA Also, think about FATCA and FUBAR/FInCEN

I use the simpler CCH FileShare that's free on my CCH SiteBuilder website.

Both those recommendations came from current Purdue students. So when they worried about price, I told them dad lives in LINY and can afford Indiana prices!

I can also check on my eFaxes from any device with an internet connection, not just from my email. I used to have an 800 number from eFax, but now that my phones have national plans, I chose a local number that I liked. I pay annually to keep the cost down and also have the smallest plan since I don't receive/send a lot of faxes. I can send anything that's already stored on my computer. For paper that's not stored, I still have my old stand-alone inkjet fax on a plain vanilla landline (so I can always call out during a power failure by plugging a phone into that jack) to send faxes; it's also my scanner and copier and color printer, but I don't use it for tax returns. But, I use eFax for most faxes.

I don't mail returns; that's the client's job if they choose not to e-file. I have dropbox for an volunteer organization that was sharing pictures from an event for a slide show (Appalachia Service Project where one of the college students was organizing the slide show and chose to use Dropbox). Never use it for business purposes. Yesterday a pop-up showed up saying I had a new file in Dropbox! Obviously wanting me to open a link. I haven't touched DropBox since last July when the slide show was being put together.and won't. I was going to remove it, but my church does send out the Sunday bulletins to participants, and I'm a lay reader this Sunday, and it's snowing so I don't want to drive to church today to get a bulletin to prepare my readings, etc. I still might remove Dropbox today -- either with or without downloading the bulletin. My husband, the church organist, uses Dropbox to proofread the bulletins from home. He recently received a similar pop-up on his personal computer. Get Dropbox off your business computers!

I use eFax. And, it doesn't wake me up like my free-standing fax machine does when that client just has to fax me at 5:30 a.m. before they go to work -- and I just went to bed! Can delete, save electronically, &/or print. Send and receive. Got to pick my own fax number, too.

Another Purdue friend, this one a guy: There's a couple chains like outback and Texas Roadhouse about 15 minutes off campus in Lafayette. Closer to campus there's a really good pub called nine Irish brothers that has a pretty good steak and some really good Irish pub food.

From a Purdue friend: Mountain Jacks is my personal favorite - it's a little pricey, and it's pretty far off campus, but the food is amazing! Make sure you have your son eat in at least one of the school's cafeterias/dining halls/food courts. It's gotta feel like it could be his home for four years.

My AT&T allows me to use WiFi for calls, data, everything, when available and not waste my minutes. Because I have WiFi at home and AT&T has a LOT of hot spots and I even have WiFi at the kid's Inn in the middle of the Moosic Mountains along the Delaware River in the middle of nowhere, PA, I don't use up minutes to use data. Although, we'd had a grandfathered plan for years that was unlimited until adding a fifth line was going to kick us off that plan. We get to share, so two of the kids that use a lot of data don't get dinged for overages since I don't use much data on my line. AT&T has been pushing some cheap plans lately after acquiring someone else, T-Mobile maybe. Might be a good time to shop around.

Check your state law. Each state determines how long a company has to decide to forgive debt/write it off their books/stop actively trying to collect it. I remember from a seminar, banks in many states have three years, but other states have different regulations, such as six years.

Merger, acquisition, buy-out, holding company, sister bank in another state, dba name,whatever. I think Sunrise Banks sound friendlier than Civista Bank. What or who is a Civista, anyway?! I don't do bank products, but I would call Civista to ask them what's going on.

What I saw a lot of in this area over the last two years is that insurance companies were canceling policies that were not MEC-compliant and selling more expensive compliant policies to employers (individuals, too). So there aren't many non-compliant policies out there, not in CT anyway. Did she call the marketplace every time someone in her household got a raise? I just saw three sets of 1095-As for my son and his wife: one set for the beginning of 2016, a second set when she called with reduced working hours/income at the end of June, and a third when she called in October with an increased family size/birth of a baby. Haven't prepped their joint return yet, but hope it reconciles. At least she notified the marketplace like I told her to!

Congress' definition of wealthy is someone with a job who's not on EIC.

His needs do not fit your business model. You do not specialize in his type of return. He would be better served by someone with more time/different expertise/larger staff/pick what fits. You are not taking new clients. You do not accept new clients after January of each tax season. Keep it short and sweet with no detail he can argue with. Smile, and look a bit sorry!