Lion EA

A very :bday:

A very :bday:

Have you priced out Lacerte as pay per return? How about ProSeries?

A very :bday:

A very :bday:

A very :bday:

You could price out what your tax prep software company has for a write-up program, especially if it flows easily into your tax software. For the very small, I also have an Excel template that I customize for clients. The simplest QB, maybe the online version, used to be about $99 and sometimes free.

A very :bday:

Hey, Julie, it's good to see your smiling face again! :D

So, Annie, you really have been "together" only about 21 years! My first husband traveled overseas, maybe three weeks at a time then home for two. That's how we stayed together for almost 20 years; it was really only about eight years of living together.

Wow! A very happy anniversary, especially to those of you together for 50 years and more! This is my second husband, so we only reach 16 next month. But, my 29-year-old is getting married this fall. :wub:

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Section 3121(d)(3) From the employer's view, most reporting is like all employee reporting, except for checking the box on the W-2 for a statutory employee. From the employee's view, she gets to deduct expenses on Schedule C instead of Form 2106/Schedule A.

I've had some commission salesmen (not insurance) on 1099s and some on W-2s, but have never had one that received both from the same firm.

Go for it. I'm turning 63 and earned my EA in 2005. So there! I was with Block at the time and used their course; passed all four (then) parts in one sitting.

Foreign tax credit

If actually an employee, commissions as well as salary are part of the compensation package and the usual payroll taxes apply. It seems to me that insurance agents are their own breed when it comes to employment, so you might start by googling a trade organization for some direction.

Have a great anniversary dinner, Eric & Brandy! You deserve a break from us and some time alone together. :wub:

A very Is that 40 in dog years?!

A very :bday:

A very :bday:

Amen! :D

How important is it to you to keep the girlfriend as a client? Is she an expensive return? Source of good referrals? If you don't mind losing her, send the guy packing. If you want to keep her, charge the guy three times your normal rate with a huge retainer in place at all times. Stop working whenever the retainer drops below your comfort level.

I used the special button for Eric earlier. Leave it up a long time, Eric. It's after-season and tax preparers are on vacation or not reading tax boards as often. Have a great dinner out, a good bottle of wine, a break from the ordinary!

I'd give him a copy of the yellow pages with tax attorneys. If he wants you, tell him to show up with a retainer of $10,000 ($2,000 per year plus the OIC retainer) and his information for at the least the oldest year -- in person. No check -- return documents. No show this time -- no further appointments or communication allowed. When you complete the oldest year, have him pick it up in person with a check in hand to rebuild the retainer. Charge three times your normal fee: prep fee, rush fee, and way prior year fee. He has to keep replenishing your retainer, because you know 2004-2009 will be needed before the IRS accepts an OIC or even an installment agreement. Explain that an OIC has a down payment attached and that it is granted for doubt to liability &/or doubt to collectibility (guess that's not a word). A healthy 40 year old has earning potential and is not a good candidate for an OIC. Discourage the girlfriend from marrying him!!!