Lion EA

Just found one I used for a client years ago: https://www.fileyourtaxes.com/index.html where they claim to file your first two forms FREE.

Thank you, everyone. I'm passing these along.

I tried searching on things like e-filing W-2s and just W-2 and other phrases. Know this has been discussed. Just received an email from a biz client's husband who pays two household employees. He needs a couple of forms. I efile via QB so print on plain paper. (I do have 1099 forms.) I know some of you have recommended online services that file a few W-2s inexpensively. All leads greatly appreciated. (Second largest biz client of mine, set me up to speak with another potential biz tomorrow in fact, and her hubby is a nice guy; so even though I don't prepare their personal return, I'd like to help him.)

My most common label is Loyal Client Discount. I also use Family Discount for kids of clients if easy. (Some of the college kids work in three states and have a 1099 for some work and a K-1 from the trust grandma set up, so some pay full price or don't get much of a discount.) If I quote a new client a price and miss it by only a little, I'll use New Client Discount; but if it's a lot different than what they told me or they bring in new documents after starting, I call them with the new price before I continue. I also give a Referral Discount to continuing clients who send a new, paid client (so the discount might end up on the following year's return prep). I sometimes use something specific to a client, such as the one I beg to go on extension for my benefit: Extension Discount. Had a couple who got their documents more organized, but don't remember what I called that; I think I'd added a Bookkeeping Fee in prior years so removed it when their records improved.

I think his ears are smaller.

Now I like Medtronic!

Well, he is a dear and lot better looking than his photo!

I had gotten a call from the broker of a client in December. Nasty. Covidien Shares Acquired by Medtronic.pdf

My mother was a beautician and could read mirror images as well as she could read the actual print.

I have always asked my clients to get the student's account from the bursar with dates, amounts, etc. Some colleges actually print it out on the back of the 1098 or include in the same mailing. In a time pinch I have settled for clients going through their check registers for amounts paid. And, like our Dear Abby says, most of my students are at schools with tuition in the tens of thousands of dollars with little in the way of scholarships, so just checking that the student didn't pay it all himself via student loans is really enough. Except for the last year when tuition was probably paid the previous December.... But, that student at a community college, I really wait for the bursar statement for anyone that might possibly have paid less than $4,000 out of pocket. As a rule of thumb, if tuition is less than $20,000 I need to see a breakout of who paid what and when and how much. See it now or see it later when the IRS letter arrives!

That sounds like me, Marilyn. And, thanx for the article, KC. I've been reading reviews from CNET and other sources.

3 years after the due/file date or 2 years after paid. So, unless he paid really late for the closed years (which sometimes happens when the SFR or other IRS correspondence begins) he's out of luck. That said, I have heard of people asking to apply a refund from a closed year that actually gets applied. Had a DIYer who slipped one by and then came to me to fix some other years. If this "client" is still not responding to you, I'd mail back his original documents certified/return receipt and forget about him.

Yeah, my work desktop and work laptop -- very powerful but very heavy laptop -- are 7 Pro. A Surface would be for a lighter weight computer when I need QB and Excel at a biz client's site or to travel with instead of just my iPhone for email and a little research. (Was just at my kids/granddaughter's out of state when a church member passed away, so my music director hubby and I as liturgical assistant were putting the funeral together long distance with our part-time priest and part-time church secretary at home with their young kids on school vacation. Would've liked a bigger keyboard than my iPhone. Hubby had his iPad Air.) So, I can learn 10 gradually and be ready when I next upgrade work computers or am forced to update OS to 10. But, it's definitely 7 through this tax season for tax purposes. Maybe I'll order a Surface...

Or, hire her as an employee...

So, if I buy a new Surface that's bundled with 10, will I be OK? Not for taxes or even that much for work, lightweight to take to biz clients for QB and Excel or to travel with for email.

I did my yesterday (31 December 2015) and all is well.

I would explore the online options to see if it matters that you're using a Mac. Most should have demos available for you to test drive. And, as you say, pay-per-return to keep your costs down.

68. But my grandmother lived to 103, so I hope I have a lot of years left.

Merry Christmas!

Hubby listens to it running his Saturday errands and comes home with helpful &/or funny bits.

What nerds we are!

And, make the universal definition of a child actually universal.

They hire a bunch of highly paid execs to sit around dreaming up acronyms that ultimately make fun of us taxpayers.

Thank you, thank you.

Help. I've gone blank and just had a call from a broker of one of my clients. Are the long term capital gain rates inside a trust/1041 the same as for individuals/1040? 15%? (At a biz client's site, but had a voice mail. Would like to respond, but can't look it up right now or even shift my brain away from biz books!)