Lion EA

I'm told the ATX version of SiteBuilder is low priced for what it includes. However, you can't unbundle it; although, you can add more to it. Look around on your trade journals, professional organizations, marketers such as Mostad & Christensen, etc. To get a site bundled for tax preparers is not cheap. But, you're trading time for money. If you have time this fall to do it yourself, you can save a lot of money. If you want it ready to go, try SiteBuilder by http://www.execusite.com.

Good one, John. I'm all for redundant solutions when it comes to tax information I'm responsible for on behalf of my clients. I backup going along to a flash. Have an external backup overnight that I could grab and run or plug into my husband's computer and be back in business. But, I also have an overnight backup up at VMS. One problem with being a single member LLC working from home is that I have no other place to park a backup that I can get to in an emergency. Bank safety deposit box is fine for long-term archives, but not for current files I might need outside of banking hours if/when my computer crashes or I trash a critical file. Call the good folks up at VMS.

All that holiday celebrating! I once worked with a gal with six siblings all with birthdays a few days apart. As they got older, they realized that the parents' anniversary was about nine months earlier.

Better Business Bureau and Chamber of Commerce and state's Attorney General and Consumer Protection Agency. Google their name to find mentions, good and bad, by others on blogs and such. I stumbled onto a site once called something like "Rip Offs" that collected complaints.

Thank you very much, KC. :read:

Sounds like the son has an ownership interest in the home that was his principal residence. Did the parents file a gift tax return?

A very :bday:

Hi, Kerry and Kris. All taken care of by your great staff. Thank you very much.

A very :bday:

Just what I need in February, March, and April -- audits of my companies, especially the ones that bring me their P&L and Balance Sheet. Maybe I need to start refusing business returns when I don't do their bookkeeping.

Preparer Hotline.

I haven't had this situation, so I haven't researched your issues. However, I would NOT trust your software. (If your software had all the answers, why would your clients need you?!) Research yourself. Hopefully, someone will post with some direction, but you need to start looking in your research materials.

A very :bday:

Glad you're on the mend. And, thank you very much for the education.

A very and keep posting!

A very :bday:

I did leave a message at the telephone number. My original subscription for one computer was $199. They must be raising it to $229 and haven't finished updating their website. Hurry and order so you can hold them to $199 as published on their site!

If anyone from VMS sees this, please read my request under the separate VMS area and call me soon! Thanx.

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

A very :bday:

A very :bday:

A very :bday:

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.

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.

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?