JimTaxes

My clients are very well trained.. I have about 25 returns or so lined up in a day.. all scheduled.. the night before I call up each client on my computer.. answer all the check box questions about dependents, and other administrative aspects of preparing a return. I can get 20 % of the return completed before even seeing one document. I schedule every half hour or 45 minutes if I know they have rentals or self employment income. Clients come in next day. all spaced out time wise perfectly. client comes in.. a brief hello and a welcome. they turn their tax folder over to me.. go through the docs in order of return.. W-2's, 1099s, SSAs.. etc.. then I double check all figures with my ten key, making sure all figures "tie out" to the program.. my clients watch this all on their own monitor.. so i explain as the return is being prepared.... no review at the end as the review takes place while return is being prepared.. print out.. they sign. gladly pay me.. i thank them. wish them well.. they leave very happy and if I timed it right my next client is walking in the door momentarily.

can barely talk to anyone now

Yes. I have multiple payroll clients on Medlin

Medlin

I tried to use the IRIS system.. could not even get in the system. I use efilemyforms.com which is so user friendly

Our friend, Medlin's payroll program

sure can

yep.. shareware

more than hints I noticed

You have a lot to offer from what I have read. I use your payroll program, have been for 30 years.. great program and you have great insight.

I found this: PTIN Information Line at 877-613-7846

yes... record year last year... 15-35 minutes typical return. in and out. one appt.. no dropping off or emailing me docs

Client comes in.. by appt.. they bring their docs.. I prepare the returns.. they follow along on their own screen.. print out, signed, efiled.. i give them their docs back and their copy.. desk ready for next client!

my set up.. two monitors for me and one for my clients to follow along

whole thread just came up on this topic this week.. here is the link:

I had a client, cashed in her IRA when she was scammed.. received a 1099-R for like $ 75,000 or so. Got the local congressman involved.. He got the IRS to open a case to see if taxpayer could be given some relief.. relief was denied.

Is this preliminary injunction still just for NFIB members/parties?

I have shown zeros when I was faced wiht this.

no change in penalty.. applies to any entity that filed organziational documents with their secretary of state is how I understand it so, also covers S Corps and C corps.. many partnerships do not have to file organizational documents.. depends on what kind of partnership

2021 is still open until they shut down the 1040 efile system in november

just correct for the subsequent years

more info: Intuit (NASDAQ:INTU) will fire 1,800 employees as the owner of QuickBooks, Credit Karma, and TurboTax shifts its focus to AI and reworks its products from traditional workflows to AI-native processes. The strategy also focuses on mid-market expansion for small businesses, money movement, and international growth, Fortune magazine reported on Wednesday, citing an internal memo from Intuit CEO Sasan Goodarzi. The motivation behind the cuts isn't cutting costs, he said in the memo. "We do not do layoffs to cut costs, and that remains true in this case," he said. Intuit (INTU) expects to hire ~1,800 new employees with skills primarily in product, engineering, and customer-facing roles such as customer success, marketing, and sales, according to reporting by Fortune. The company expects its headcount to increase in FY2024, which begins on Aug. 1. It is shutting two locations — in Edmonton and Boise — with more than 250 employees, some of which will be relocating to other sites.

I too was with ATX during Saber, Max, Zillion Forms days. I am not sure what year it was but there was a year that ATX software had a lot of issues. ProSeries reached out to me with a discount offer ot switch.. I took them up on that offer and am very happy with ProSeries. Intut may very well ofer you a discount if you switch. You can also try the software for free I believe.

I had a car wash client.. owned a laser car wash.. two single member LLCs set up. one for the car wash itself/ equipment and one for the building. The car wash LLC paid rent to the real estate LLC.. it was overturned in audit, saying self employment tax was skipped out on.. I have been subsequently told the IRS audit could have been challenged. This was my one and only time I sumitted a claim to my professional liability insurance in 30 years.

1098-T