Lion EA

Don't know for sure and still working on extensions, but think those are considered one group for pension non-discrimination purposes. If you're considering taking him on as a client, definitely research the rules on this situation. Why is he leaving his last preparer?

I've been using it and need to work with it more. Did the short tutorial. Finally starting to save to folders I set up, such as Partnership. Like that you can save your recent searches along the top bar until you're done with them, or filed them, or decide to delete. That way, during busy tax season, you can tell yourself you looked that up back in February and it's still there. Like the synopsis that shows. Will probably renew for another year. Going to CCH's user conference down in Delaware and hope to learn a lot more about this and other products.

A very :bday:

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: