michaelmars

what was the basis at time of death? that is your cost plus expenses. And if held as investment property not lived in by the beneficiary you can take some carrying costs too. Since it was the mom's personal residence there might be a way to exclude the $250 profit but I forgot the time frame for that. 2009 might be too long ago.

2/12 most forms will be available for filing

no way would I let him double dip, refund your fee or cover his cost but not both. The fact that he even let another cpa look at your work and then didn't give you the chance to fix it says that he isn't coming back anyway. He lost faith in you or was shopping around. since the return was in your system the fix would have been 10 minutes but the new guy had to recreate the return first and then amend. Probably paid full prep charges to that guy.

what is the pricing for Ultra for all individual and business and lets say 3 states? I assume you can rep any additional states you need. I too am tired of Creative Solutions for my TBWS program but haven't found anything that I like better yet.

I am with Gail on this and other issues with ATX, I made the switch for 2012. My cost is $1000 more than ATX and I have their unlimited professional edition. Sure there are things I liked a lot better with ATX but there are things I like better with proseries. For one, the program works, no restarts, missing forms, no missing assets, no hung efiles, the technology just works. My discount is locked for 5 years but every year I don't reorder till around now because I am waiting to see the comments on this board about the program. I certainly don't want to pay $5000 once my discount expires and will have to then go pay-per for many states that I now have full access to but we make our money during 3 months and every phone call to CS is one less return that gets out that day. [proseries CS knows taxes and how one form flows to another or they transfer you right away, no games one you get a live person]. Jack, as my wife says "money talks and BS walks" as long as their renewal numbers are where they are there is no incentive for them to spend capital fixing a problem. They weathered the 2012 year and are now content with a few customers having issues. I used ATX since at least 2004 if not earlier and was very apprehensive with making a change but I did it at the end of January and had almost no issues with the conversion. I spent Maybe 10-15 minutes more on each return checking carryovers and having to change some depreciation codings and that was it. Certainly less painful than having to re-boot etc all the time. Jack you spent so much time with ATX trying to help them with technical issues as did I and Ken with functionality issues and after meeting with executives and all their key people, we saw nothing good implemented.

First I agree with expensing in year put in service. but I do question some of what your wrote. With the new regs you can expense items under $2500, also if you expect to replace them with in 10 years. I think one of the purposes of the regs is to eliminate the depreciation on 100's of small items. Another question I have is since the scanner updates are yearly why would you write them off over 3 years? What do you do with your tax software, expense or 3 years? Its a whole new game now since TPR and all capitalization decisions need to be re-thought.

Leasehold improvements?

I file a few a year, first of all you have to consider State estate taxes. And if the estate is even close, and contains any real estate I file anyway to run the statute. Also an estate with a large portfolio, filing will establish the dod values. Any estate over 3 mil gets a serious discussion with executor re: filing. And most attorneys I deal with want the filing for the same reasons.

ouch

unemployed, young couple just had a baby, sickness, I give discounts all the time but don't label them as to why. They know. I would rather get the "thank you call or note" than the extra $20-50 from people who I think deserve or need.

how did you get a picture of my desk????

I THINK WE tried everything here, there are 15 of us that are complaining. you look at the calendar, lets say the week view, and you can't see where the 30 minute line is. for example but I do thank you for the research

new outlook is horrible, can't see the lines on the calendar, etc. Our whole office is complaining but can't go backwards

they are interest and deductible

that's what I meant <S>

mortgages are in arrears so the normal January payment is December interest and is deductible.

not sure but isn't that rule just for checks and cash?

SURE, give out even more info for identity theft.

but but but I have a client who's taxi cab was stolen last week.

THIS has been required for a few years, to send a return to anyone like a bank or financial planner.

I switched with the 2012 debacle. Much prefer PRO but do miss some basic forms that ATX has and pro doesn't. also modifying letters in pro is an exercise in frustration. Never waited more than 5 minutes for US support and they truly know the program and tax laws. The worst thing I find with pro is the letters and their dashboard. I Loved the atx dashboard. But from a tax prep point of view, way superior.

thanks but I am looking at tbws programs not full accounting software and no cloud for me.

I am looking at software options to prepare tbws and financial statements. I have been using creative solutions for years but they are discontinuing the product. I only need this for 4-5 clients so cost is a factor. I was wondering if anyone had any experience with "QTB Quick Trial Balance Pro" or "TBFS Writer"? Of course any other recommendations would be appreciated. I am old fashioned and the Creative Solutions tbws looks just like what we used on 14 column paper which is why I loved it.

I generally raise fees every 3 years.