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Lion EA

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Everything posted by Lion EA

  1. I'd used ATX at Block and on my own and evaluated Proseries. It depends on what's high on your priority list. Proseries is a stronger program, but ATX has more forms and a lower price. They have different data entry requirements. You'll have to work with the demo to see which is better at the things you need/want most and whether you can live with a shortcoming or two if those are low on your priority list. Try out ATX, and bring us your questions. What may seem like differences or shortcomings at first might just be you going up the learning curve. The people on this board can speed up that process for you by helping you with how things flow, how to navigate the menus and how to do the bunny hop.
  2. I love all this sharing. Great ideas here. Thanks, everyone, for joining in.
  3. I spent some time using the folders with the hidden staples. It worked great for a very specific number of pages, but the paper slid all over for fewer or more pages! I kept thinking it was me and tried different staplers and staple sizes and used paper with less of a sheen. But, it took me so long to put each together and the two-pockets can be found on sale for a penny. I finally gave up and went to the two-pocket folders. I put a sticker with the year on the outside. I don't do any other labels on the outside. I use a post-it with the name and the date of their appointment or drop-off but take that off as I present the folder to them at their final appointment or pick-up. Well, sometimes with multiple returns for one family I might make up labels for the outside.
  4. I do the 1 cent folders at Staples, too. This year it's green. But, instead of a full week, they were on sale only Sunday through Wednesday at 20 per customer. Now, I get my husband and daughter to stand in line, too. But, the second store I went to had NO green. I may have to pay full price! Then I buy metallic oval stickers with the year on from M&C; think I'll use silver dates on green folders since last year was gold on yellow. My clients like the color-coded years. Several requested green for this year, so I'm trying to find more green. I buy a few in the same color but larger plastic/vinyl for my businesses and fatter returns. And, a couple in a complimentary color when I have multiple returns in the same family. All of them have the "cuts" to hold my business card.
  5. The Summer 2009 issue of Taxpro Journal by NATP has an article on The Foreign Earned Income Exclusion and Form 2555 and includes an example with the corresponding filled-in form. It reinforces what Jainen told you. Boldface in the Taxpro article: "Foreign earned income does not include pay the taxpayer receives as an employee of the U.S. Government or an of its agencies."
  6. Wasn't the 2008 credit only $7,500 with repayment? You should advise them to amend, but they will make the decision. You get to make the decision about taking them on as clients. Is there 2008 return MFJ?
  7. Processing Delays for Forms 1040X The IRS is experiencing higher than expected inventory levels of Forms 1040X, Amended U.S. Individual Income Tax Returns. Due to these inventory levels, the processing timeframe is temporarily extended to 12 - 16 weeks (normal processing time is 8 - 12 weeks). Contacting the IRS regarding the status of the return is not necessary and the returns will be processed as soon as possible.
  8. Maybe I'll make up some signs for the hallway between my front door and my office! Anyone want to suggest appropriate poems?!
  9. Doesn't sound like this is the case if church has money sitting around to distribute, but churches do have to avoid having a substantial portion of their income disbursed to one person/family/entity.
  10. I remember almost every one of those. Loved Burma Shave signs along Rt. 66 going to my grandma's. And, thank you, KC, for fixing the link. Getting old was getting depressing, but I had a good doctor's appointment this week and a good eye doctor's appointment, too. So, that great movie made me even happier!
  11. That might be it. Thank you! Off to a different client's site today, then I'm going to get through this Form 1065 Friday or else. I just don't do enough of these to know where to look when I'm out of balance. Thank you very much, everyone.
  12. It felt great to shower! I'm bumping this one more time in hopes of more details re reporting SIMPLE contributions and health insurance premiums for an active member in an LLC/partnership.
  13. Bump. And, I have water again tonight. I can't drink it or do laundry for a couple more days, but I can shower!
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