WITAXLADY

well, I have 1 left to do but I have at least 3 that have been waiting over a year and 1 2 years!! and they are legitimate!! Don't promise if you cannot provide!! and in fact, if it is for a restaurant - they are mostly all still suffering.. attendance is down and food prices and labor are high! D

funny!! that is what my son said!

For the most part, I raised prices 20% this year - but have been way too low for too long. And will go up at least 10% again. However, my issue is how to raise the prices when some of the clients have listened over the years and send their paperwork in so well organized - I can fly through it and should lower their prices!! When I think I will get flak, we talk about the rising cost of everything else - labor, paper, toner, etc and they agree all is up. Many of the lower end do their own - 1 S corp is using turbo - good luck! And I do need to downzie D

I see in 2021 - there was a credit if you filed both 2020 and 2021 Ga returns - What line does that go on? I cannot seem to find that in the instructions or on the tax return - I have 1 client.. He filed 9/12 and if I have 1 year to amend Ga - I need to do asap. thx D/WI

My biggest issue is I have 2 clients that objected to the price I charged. One is a new client and his former CPA would not do it and he clearly qualified. and the other said it was too simple! I still argue with the 2nd - I said do it yourself and the 1st only paid me for 2 of 6! And I doubt he will pay me for the last 2 as the IRS grabbed the 1st 2!! However, they will also not get sent! They both said I charged too much and it was under 10% - Letters coming thru are about 20-25% D

Thank you!! Definitely no advice then!! And this is her 3rd child so - I think she would easily qualify for Marketplace and maybe even a form of low-income health ins D /WI

I thought you were retired!!

Legal couple has a great painting business. 2 of the family not legal from Mexico help him as equal partners. How can they be paid? Form a LLC in Mex so he can hire them? By not showing the deductions, which I found out is what they were doing - they no longer qualify for their insurance - income was too high, and guess what - No insurance and the couple are having a baby and need insurance - which at the business' income is a minimum $10,000 for a policy. Any ideas? Thank you, D/WI

Congratulations!! Besides your children, grands are the best! D

MCBeck - what about working for me remotely? We are growing even though taking no new clients - how do you say no! and I need a good tax preparer!! Best, Darlene

Thank you all.. D

it is worth a try.. I have had success D

Client came in for a LLC set-up - barely making it - single parent, etc. Mentions she will inherit 2.5 million when 90+ year old parents die 1 of 11 children, They were farmers in east central WI!! One time farms made money. I suggested she ask for a gift now! But she said as the youngest, she was pretty much ignored.. The question is - who pays for the tax - Her or the Estate? Depends on how the will is written? The parents do have a financial advisor.. Thank you.. D

oh my ! thank you! I never would have thought this number was printed! Always a secret! Best!! Darlene

I am so looking forward to retirement!! I say I should have done this about 5 years ago so I could enjoy traveling, visiting children and grand!! One of my long term clients wants me to set up consulting.. If that is like baby start-ups - no thank you!! Too much work.. I want to get a bike - maybe one of those recliner ones.. Visit lots of places in my state and within a days drive - draw a compass circle.. as my hubby is unsure anymore about sleeping in hotels Or just get a Rv thing on the back of the truck.. and stay in Walmart parking lots! And rotate between children Read, sew, crafts - and clean out my mom's house - auction this fall yet? if my brothers mediate well - pray for me - we have a week or so before time means court - it will be 3 years! July 10th since she passed. But first I need to know how to sell this in the Northwoods! I will stay on to train and transfer the business so less are lost.. Any advice - here or private email please? I will pay a fee for any help!! Thanx D in WI

my notebook is misplaced!! someone's head will roll - as I keep that special so carefully!! And I do not have the number - I scrolled thru here as I know I have seen it - but I cannot find the number only reference to the number. Please help me out Thankyou, D in gorgeous Wi

Received information via webinar on the CFO Project - has anyone had any experience with this - + or -? Sounds like a good fit for transitioning to retirement - has systems - which I have tried to implement over the years and not been very successful at.. Hate to pay for for something but look at it as a class or training?? Thank you, D in WI

Dear Marilyn, So sorry to hear that! So glad you were able to get away and hope that did not spoil the R/R too much! Best, D In WI

Hmm I do not even leave my beer bottles or alcoholic fancy cans in my office trash! I take them all upstairs at night!! so office staff does not see! Discussion is how to drink the moonshine 2 quarts client gave us - for the 18th - get our husbands to be DD's?

my efile return create says Main Info - error -enter first name, last name and soc sec for spouse and choose HoH -married for the status for WI He died in 2022 I have checked special conditions 06 in the box, primary taxpayer dec. but it said that before and after I checked the box I changed WI to Hoh - married and then it says must be that for Fed all sorts of red pops up as you can imagine when that is checked as they are mfj I have never had this issue before. Any idea? Just trying to get her the VA prop tax credit! Thx D

won't it allow it if he says he is real estate? Marked wrong? d

I use verifyle and It is at no charge through NATP? or maybe NASEA - one of those organizations - Most of the clients use it easily - except for those who do nothave emails or do nt ever look at them - I have quite a few So we mail - had a LLC new business today - that I have to do that with - I said I am emailing your SS-4 and when we receive the accepted papers - you will have to check the email!! A Blessed Happy Easter to all (this week or next or Passover) a church group came in and bought a lot of lamb for their Seder Meal - yum! Hubby delivered 2 racks of lamb to our family in Oshkosh - I can smell it - but said sorry - cannot come - working yet D

Thank you! Yes, CR is Feb filing due.. ends in Oct or something. We did the LLC and the RE atty is handling it.. He wanted to put it under his current very successful LLC/S corp and I talked him into a separate LLC for liability reasons, let alone taxation. Thank you And a Blessed Happy Easter to all. D

man - How do you get them to do that - I had someone in here for over 2 hours - mostly on hold - wait 5-7 minutes, etc to ID verify 2022 and them checked on his 2021 and after they told me it was coming - he had verified in here 2 x!! already =- he had to do it again as there was no record!! Big party if it ever comes.. D

well - do I file his CR taxes or does he find a CR tax preparer? Sch E rentals sound quite simple there.. Can he bring $$/earnings into the US - from cash? thru a bank? Legally?