Lion EA

I'm thinking 10% across the board. I may send out an email in December saying a 10% increase over 2021 return PLUS an additional cost for any new forms. I might go higher, in hopes of a few leaving me.

https://ezextension.com/ + many, many ads when you search.

Can't you e-file extensions directly on the IRS and state's sites?. (CT allows you to enter data for a 7004 on its site, free.)

I just e-filed a 7004 for a short-year partnership that ended in 2022. ProSystem fx. The Federal e-filed fine with the start and end dates entered. CT wouldn't e-file with both start and end dates in 2022 on 2021 software. I was up against the deadline, so I used 12/31/2021 for the start date and e-filed the CT extension. I may end up regretting that when I prepare the return, if the CT extension doesn't match the return to CT, but both extensions e-filed that way.

NO emailed tax documents. Upload to my portal. If they mail/drop off/fedex/etc., then when I have time (it's going to be December this year) I mail back. I might start uploading their original documents to my portal and shredding their original documents. FREE smart phone app Scannable, blue logo with a butterfly, cleans things up. I've convinced clients to use it to scan/upload documents to me.

Judy EA, hi! I was thinking it's 26 November, but wait until someone can cite the exact date.

Is he actually clergy?

I'm hoping the market bears a little less than my increase, so a few clients fire themselves. I do have a Fire list this year, also. I haven't been increasing prices enough; I haven't been firing enough. That changes this December!

Maybe they are halting dunning letters until then, but deadline and accruing P&I continue as usual.

15 years, right? https://www.irs.gov/businesses/small-businesses-self-employed/intangibles

I'm also decreasing use of toner, paper, and postage next season. Really pushing delivery via portal more than ever. And, eSign includes the client's returns anyway.

I gave my PTEs letters this past season to have their partners/shareholders sign to the company plus a letter for the company to sign to me directing me that they polled their partners/shareholders and do not require Forms K-2 and K-3 and to not prepare those forms. Actually, in 3/4 of my PTEs, I either also prepare returns for the individuals or meet with the individuals as part of my duties to the company (think H/W partnerships/S-corporation) so handed the letters to the individuals as well as to the company rep and collected them myself. CYA. The 2022 instructions give us more outs.

That's great, because I'd already decided to raise my prices by 10%.

Let it lapse due to retiring, moving south?

Of course, you never accept him back. Well, maybe, if you WANT to work with him, and he walks in with his past-due 2021 payment in cash, plus is putting a large deposit on his next return (100% of expected fee but designated as a deposit to allow you to collect any unexpected escalation of work).

I think you have to file within 3 days (?) of receiving signatures. Think of it as your final gift to his mother.

Does AICPA keep a public database? Does the IRS keep a public PTIN database?

The IRS offers a variety of e-newsletters, as do NATP, NAEA, and most of your professional organizations. Some of your favorite speakers would have newsletters, many free. Here's a free e-newsletter from a couple who are great researchers: David & Mary Mellem, EAs & Ashwaubenon Tax Professionals, 920-496-1065 (fax 920-496-9111). If you know of someone who would like to be added to our email list, have them send us an email with SUBSCRIBE in the Subject line. [email protected]

You looking for yourself or to send to your clients?

Yep, a temporary boost. Does the age limit return? I had a 78 year old with a part-time job who received a nice refund due to EIC for 2021.

Saturday, 26 November. Check with your software on what time of day to e-file to make sure your states and federal receive acknowledgements before shutdown.

Kathy, remind your sales rep that it costs more to lure in a new customer than to keep a current customer. You may have to threaten to walk away; have a software to cite, such as TaxAct, and their price to quote. Push back.

We have Subaru Outbacks, have had several in fact, in pricey Fairfield County, CT, where everyone buys Subarus for their nannies to use!

Yes, current and two prior years, so 2021, 2020, and 2019 returns through the shutdown which applies to your type of returns. 1040 vs biz entities have different shutdown dates. Then when e-file opens in January, it'll be the then-current and two prior years, so 2022, 2021, and 2020 returns.

I've run the free red IRS forms through my printer, then torn off the perforated side. I print all the other copies on plain paper. But, I've gone to one of the online services and don't deal with mailing paper to the IRS, states, or employees/ICs.