Jump to content
ATX Community

Lion EA

Donors
  • Posts

    8,001
  • Joined

  • Last visited

  • Days Won

    293

Everything posted by Lion EA

  1. Hey, Kyle, or any of our friendly VMS folks: Have one computer and back-ups with you but having trouble with my second computer. Your sales office is closed on Saturdays. Can I add another computer on the fly? You'll run my same credit card. You know I'm good for it; you know where to find me! Thanx, Lion
  2. Redgear was purchased by HRB. HRB uses Taxworks for entity returns. I know a former colleague who's still with HRB says it does not have sales tax forms for federal or state.
  3. Wow. Smart, quick-thinking offspring you have there to keep calm, leave everything alone, and drive to help. May all of you have some more peaceful times now.
  4. Bummer, I think I prepared 11 NY returns last year, so they have me in their sights. A couple of my clients stopped working in NY during 2008, so I expect to prepare no more than eight NY returns next season. If I'd had nine last year, I could avoid this whole mess for a year or so. Now, I have to register to even prepare one return next season. Oh well, can't stay off their radar forever. But, I'm sure the fee will encompass more and more of us and rise higher and higher each year. As fewer and fewer CT residents commute to NY, it'll reach a point where they'll have a hard time finding tax preparers at a reasonable cost. I'm going to raise my NY rates a lot. $100 to prepare maybe six returns plus my time and effort to deal with this new regulation plus taking a NY tax prep course this fall at $150 or so plus the aggravation of dealing with NY when clients don't get their refunds in a timely manner plus ... adds up to maybe a $25 increase per NY return fee. What do you think? What are you other non-NY preparers going to do about your NY return prep fees?
  5. Think under ten NY returns and not stepping foot in the state exempts you. But, some provisions (EAs exempt) got left out of final bill. I'm not paying the $100 until NY gets through with amending, technical corrections, etc. I guess I can then justify raising my NY rates!
  6. Probably pretty accurate with tax season stretching out so long...
  7. The fire truck, lights flashing, with at least six fireman all suited up with oxygen tanks and masks and the hazmat equipment and a huge fan, all came. We have a copy of their incident report. I like your idea of including a copy with the boo-hoo letter. Apparently, our new insulated garage door doesn't leak the emissions from my 1997 car to the outdoors the way our old dried out wood door did. The car did pass it's recent emissions test, but emits enough to eventually waft up to our CO monitor and create a piercing alarm. I'll be leaving the garage door a bit longer when I drive in now. When the alarm sounded, we carried the plug in alarm outside to the fresh air, where it stopped. Then we returned inside and went down the basement stairs, when it started again. We called 911 and were told to evacuate the premises. It could've been our oil hot water tank or my dryer run by a propane tank, either causing repair/replacement bills. So, if it's just my car, that's so much easier to solve.
  8. Margaret, have a wonderful vacation. Post pictures when you return.
  9. I'm going to be paying a penalty! I rushed an S-corp and a partnership to the top of my stack, even though they've been dragging their feet on getting me info such as SIMPLE contributions. But, I totally forgot about one trust; I'd left it in it's place in my queue because it's with the corresponding personal return and I was sure I'd have extensions done before now. Since he filed very late last year and this is our first 15 September deadline for trusts, I just forgot until a client left this morning and I was picking up the next file to work on. I have to go out of town for an appointment shortly and will not return until late tonight. (The fact that our CO alarm squealed and we had to evacuate our house for a few hours until the CO levels dropped didn't help me stay on schedule, either!) I'll give him a big discount next year. Or, can I use the same waiver as for late partnership returns if everything is reported on the personal returns?
  10. My software has timing built in; I can start and stop and adjust. I've been going by the form, but plan to time next season to make sure I'm not shortchanging myself. ProSystem fx
  11. My grandmother lived to 103, so I'm only 60% done now.
  12. We are a curious bunch, aren't we?!
  13. Well, I would've celebrated harder if MSU hadn't lost the game in the last two seconds. 40 women (and a few husbands) who hadn't seen each other in years, wow! I hadn't been to Michigan State in 40 years. Our old house is now a fraternity house and looks and smells like every stereotype and B movie you can imagine, but the boys were nice to us when we visited. Beautiful campus. Doctor today said I'm healthy, so here's to 62 more years.
  14. A belated from this traveler.
  15. A belated from this traveler.
  16. Thanx, KC. Good luck to all of us. Winner buys the drinks!
  17. I also charge by the form. Then I think about how much time I spent. As Catherine does, I discount when appropriate, such as a Schedule D with only a carryforward. I also add charges for lack of completeness, messiness, etc., and call it something like a worksheet. If you aren't used to charging by the form, charge by the hour. Or, keep track of your hours and compare it to the forms charges to make sure you're charging what you know you're worth for your locality and to see how much time some of your most common forms take you to complete for your typical clients. I also have discounts for children of clients and send a discount for next year to clients who sent me new, good clients. I get clients from church and my broker and a lawyer from church, so I take a plant or book or other gift to my broker and the lawyer every once in awhile and let the church fair include my services in their silent auction every few years.
  18. Thanx, Joel. I spend too much time on here and not enough time getting my clients (and me!) off extensions. But, I learn alot here and talk to nice, supportive preparers.
  19. A very What's going on with so many birthdays at once! A very cold December the year before?
×
×
  • Create New...