Lion EA

A very :bday:

Thank you :read:

Wow!

A very :bday:

A very :bday:

CT is doing employment audits, as well as the CT Dept. of Labor. They're looking for misclassified employees. And, sales tax. They've politely been called the "Audits from Hxxl." Audit department went from only 10 employees to 30 or 40. It was suggested by a lawyer speaking at a CtSEA meeting that we warn our small businesses to keep Form CT-W4 forever.

A very :bday:

A very :bday:

A very :bday:

Way to go!

A very :bday:

Hope your client bought JH's guarantee. Is it void if they have anyone other than JH represent them?

PS: With the loss, round numbers, and apparent lack of books, you should also be on the look-out for hobby loss rules. Does anything in the IRS letter suggest they suspect this activity was not run like a business?

If JH operates like HRB, they keep absolutely nothing except the electronic version of the return and return ALL client documents and lists and...to the client. HRB staples them into the client folder that contains the return. If you have the client folder from your client, you can see what documentation he gave his preparer. Everything else was given verbally by your client to his preparer. Or, if the preparer was trying to be helpful, maybe he filled in some blanks. If the client qualified for or purchased the JH version of Peace of Mind, he might be in line for free audit representation by an EA from JH plus JH reimbursement of his additional taxes as well as penalties and interest. If you're not trying to retain this client for future years (record-keeping is a mess, for instance) then you might return him to the nearest JH for help and representation.

A very :bday:

A very :bday:

A very :bday:

A very :bday:

Makes me less sad that I left Santa Barbara decades ago...

Funny, you don't look a day over 1000. Hope it was happy and that you have 2009 more!

Thank you.

A very :bday:

A very :bday:

A very :bday:

Congrats, Jack! :D