Lion EA

You can do a seminar with another professional in a complimentary service. Maybe a broker or realtor or banker or lawyer (estate or marital or...) or a SSA staffer or.... Have a theme, such as new tax laws or women & money or retirement planning or small business..., and bring in a non-competing pro to flesh out the topic.

Happy Memorial Day! Enjoy the long weekend. I'm trying to get a large return off extension!

Join everything where you have an interest. There are local networking groups for small business owners, such BNI, to breakfast together and get to know one another. Let everyone you meet know that you specialize in small business taxes, tax planning, etc. Over time, I've gotten clients from church, from my broker, and from a lawyer at church, as well as from existing clients and friends. Make sure you tell your existing clients, both businesses and individuals, that you are taking new business clients. Make personal calls on your local small businesses to meet the owner, give your 30-second elevator speech, and leave a brochure and business card. Host an open house at your location, inviting business owners. Love the idea from Mike about a targeted seminar. Talk to your banker, too; new businesses opening accounts might ask him/her for referrals to a good tax man. See if you can display your brochures/cards there, too.

A very :bday:

A very :bday:

A very :bday:

Thank you. My son drove in from PA. We all went to UConn to celebrate our daughter's graduation! It could not have been a better Mothers' Day: both my kids and both with degrees. What more could a mother ask for?! (PS That's her in the UConn band uniform.)

Do you get extra points for purple?! I bet you don't have any trouble collecting from your clients with a rifle hanging on the wall over your desk.

I think the requirement is over $10,000 in an overseas account. Read the directions to see if it's necessary to file and to see if they say anything about late filing.

A very :bday:

Our friends at VMSUS offer Conficker virus help, also.

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FAFSA rules are different than IRS rules. You will probably need the parents' information for the college, especially since the child is not eligible to claim themselves even though the parent does not claim him/her.

Why does he get a personal exemption if he's a dependent?

And, the AMT exemption for a dependent is a VERY small number compared to the exemption for all the other filing statuses.

Thank you, Joan, for sharing.

I used ATX and I evaluated ProSeries, even reserved it for 2007 but moved up to ProSystem fx. ProSeries is definitely a better program than ATX with more things, such as multi-state returns, flowing smoothly without overrides. However, ATX does offer more forms. So, you have to evaluate both on your typical clients and also on a couple of your more challenging issues, maybe AMT and credit or kiddie tax or partnership followed by the partners' personal returns or whatever you find difficult to navigate late in the season when you're tired. I though ProSeries had better diagnostics, which was a help when overworked. ATX has this board. Use the ATX 2008 demo to work on your returns on extension. Then re-do some of your typical returns from last year. You have to find what feels comfortable for you. What must you have; what are the deal breakers? What can you live without. What's your typical return. Do you suddenly need that last-minute Form 1099-MISC for a client who didn't send them out?

A very :bday:

The IRS had an issue with Forms 94X rejecting as stated above. It has been fixed. I file via QB and was able to retransmit yesterday and received the acceptance this morning as well as a call from the Cincinnati service center saying the problem has been fixed. If all taxes paid, grace period to 10 May.

I have spell check here with FireFox.

Hey, Julie. I use FireFox and I post here without going to an IE tab...

A very :bday:

A very :bday:

A very :bday: