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mcb39

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Everything posted by mcb39

  1. mcb39

    ATX 2022

    You enter your created password to get into ATX support to download the program. Then you have to wait for ATX to send you a code to prove that you are who you say you are before they let you into support.
  2. Now that you mentioned it Lion, Amazon has several sellers of progressive computer glasses. The trick is getting the right prescription. I am glad that I took the plunge and ordered them custom made. Just sorry that I didn't have the top left clear, but it might turn out to be all right. They will never leave my desk, but I still have my old glasses for distance, although I seldom need that. I can drive without glasses. See better without them. I am definitely going to deduct them as I have separate invoices and, believe me, nothing is inexpensive these days. Had blue light put on my regular glasses as well. One thing I do believe in is taking care of my eyes. They are my greatest treasure and I am so thankful that they are basically healthy, just old.
  3. Yes, I agree. I have total trust in my serviceman. However, what is going to happen to that 69% of computers if and when they become obsolete? There isn't any place that you can dump them. I have to believe that before the time comes, Microsoft will have a workaround to update. Fingers are crossed.
  4. D, My Guru was in yesterday all day cleaning (dusting the insides of) and updating all of my computers. He told me that in 2 years our Window 10 computers will be obsolete junk. I asked him about your issue and he said that most of your Windows 10 programs will work with Windows 11; but it will not be possible to update Windows 10 computers in the future. Therefore, if I were you and buying a new computer, I would opt for Windows 11. He said that he has been using it for 2 years already and he works on a lot of 10 computers; including mine. Just a tidbit for you to mull over.
  5. All of the above. We are talking about an excess of $30,000. Arrangements have already been made. With the standard deduction, he barely owes any tax as a rule. Of course, he can't take that above the line $300 this year either.
  6. Yes, nobody had exactly $300 or $600. I think it is a shame that they took this tiny perk away. People really liked it and it didn't amount to much. I have a client who has already informed me that he is donating his entire RMD to three charities. Of course it will give him a deduction that he doesn't need; but kudos to him because he doesn't need the money either and has no wife or children.
  7. I will have blue-light-blocking, thank you. kathyc2, I can't do the two different lenses because I only use one eye at a time. Hey, remember that I am 80 and probably won't be changing prescriptions again. At least I might be able to read the MTG without a magnifying glass.
  8. These glasses will live on my desk. He also prescribed progressive lenses in another pair for all around use. We shall see how it goes. Most of the time, I don't wear any or pick up a pair of cheaters. However, lately I have had issues with reading the documents to enter into the tax returns. I really have no qualms about deducting the expense. I am certainly not going to track time. It isn't that critical of a deal. Thanks for your comments. I already know that I will be sorry that I didn't have him put distance at the top because the bird feeders are right outside my office window. Also have wild turkeys and deer walking around the yard quite often.
  9. After a recent eye exam, my Doctor gave me two prescriptions; one for everyday wear and one prescription for Computer and Document Reading only. Am I correct in assuming that I can deduct the cost of the computer glasses as a business expense?
  10. I find that my assistant is often googling and gets the answer before I do. However, when it comes to a rare technicality; I will find the answer by digging in the MTG. Case in point was a taxpayer who sold his home before the required 2 year habitation and was able to pro-rate gain because his job required him to move more than 50 miles. He was only a couple of months short, but this reduced his CG dramatically. I didn't KNOW this rule, but know it now.
  11. It is included with ATX Max. I DO use it for research.
  12. I DO use it when the mud gets deep. It has given me the answer that I couldn't find anywhere else, every once in a while. That being said, I think 5 should be sufficient. We have an outdoor wood-burner; so mine are starting to turn to ashes. How much reference material can we keep for our heirs to throw out?
  13. I wish there was a button for this post. Of course, Margaret and I understand that we no longer have families to support. We both enjoy working and are able to feed our personal pleasures and pay it forward at the same time. After years and years of hard work, we are able to treat ourselves and not suffer financially. I love to read and during tax season, I stock the "to be read" pile and my husband cannot say a word either.
  14. I can't quote an across the board increase because it depends on the individual return and what the client has added or removed. I charge by the client and the work entailed. I take into consideration the circumstances of the client as well. Everyone will throw their hands in the air and say "Poor, silly girl should know better", but that doesn't change my way of thinking. If I have learned anything in my 80 years; it is that what goes around, truly does come around. I have never considered this business to be all about money. Not to say that money isn't great. It is! And sharing it is even more wonderful as long as you don't go without something yourself. I will raise some; keep some the same and charge most new clients more than I normally would. Each set of circumstances is different in this office.
  15. mcb39

    ATX 2022

    And what a pleasure for all of us to have you with us for three more years; that is if we all last that long!
  16. mcb39

    ATX 2022

    I have three computers and use them all, but not necessarily all at once. I still install stand alone as one computer is off site and everything has to come through me for e-filing anyway. This was the easiest install I have had in a while, but I still HATE waiting for that code for the second password.
  17. I would consult your Hardware Guru about that one. I highly doubt it will work and I don't believe ATX is fully supporting Windows 11 yet.
  18. mcb39

    ATX 2022

    The first draft of the 2022 Max and other programs are ready for download. I was successful with one yesterday, although I have not had time to open it yet. The devil is getting that password figured out. It went smoother than last year though.
  19. I don't believe for a minute that they don't care. Of course, some of them don't; but the majority do and show it. During the course of the season, we get candy, flowers and everything from pizza to maple syrup and an occasional hot lunch. I don't expect them to come to my funeral, which is going to be private anyway. I can't begin to list the things that they bring, but the best are the hugs (sans Covid), the smiles and the "I"m so glad to see you" when they come through the door. They love that I am training a girl who wants to run a business just like mine and will someday. I've been around too long not to be able to spot the ones who don't care in a personal way and they don't get treated any differently than the rest. Many of my clients are my age (or almost) so along come their children and now their grandchildren. I tell each and every client that he or she is the most important person in this room at the moment and they are free to tell or ask me anything. When they get fired, it is because they deserve it and they can go and be the most unimportant person to someone else. Happy Thanksgiving All!!!
  20. Absolutely!! Once I got the nerve to do that the first time, it got easier. The relief is immeasurable and the time that is freed up can double or triple the income from that one problem client. Being polite and professional is a must, but there is no excuse for rudeness, excessive demands and complaints on their parts. I even had to cry one time; but handed them their final return with depreciation schedules and said Goodbye. Guess what, some of their relatives are still good clients.
  21. I feel that loyalty to longtime clients is more important than raising their fees. Turning them loose in a world where everyone is raising fees is just wrong. I have found, because many of my clients have been with me for 20 plus years; they understand when I give them a slight raise, but I also give them special consideration. Every year, I lose a few or more through death or no longer having to file. Every year I also gain new clients; almost always through referral; occasionally through the IRS website. These are the clients who get the raise because I am still less costly than the par. I already have new clients calling because their old preparers are cutting back or retiring. Since I am training a replacement, it doesn't worry me to take on new business. Absolutely, if circumstances change; they buy another rental or two; they open another LLC; whatever the reason; they are reasonable enough to know that they will have to pay more. If they are a huge annoyance to me, they get fired; and that has happened a time or two. Two years ago I had one come back after 9 years and ask kindly if she could come back and she has been a model client ever since. Just had a client come through the door. Have to run.
  22. Ugly!!!!!
  23. Sounds like an awful lot. But, then, I send my farm returns to you. Shipping of milk is becoming a dying industry in Wisconsin; so I suppose it is possible for one company to have an unusually large route. Why are we still doing this D?
  24. mcb39

    Fee Increases

    I totally agree that pictures are not to be tolerated. I have clients in other states and the time wasted on a document I can't read is not allowed. A texted screen shot is a crying shame. I want original or PDFs of the documents or I get a little crabby. A few clients are thoughtful enough to make copies of pertinent info before they bring it in. If they bring in originals, they get them back with a red check mark which means that they are entered.
  25. mcb39

    Fee Increases

    Personally, even though I know I am old-fashioned, I still like paper. From the same standpoint, I won't read an E-book. I want the paper in my hands and I read a LOT. I don't mind a pile of junk. It gets annoying at times, but I would rather have too much info than not enough. I just had a young man walk in the door with an amended K-1 for 2020 and his paperwork for 2021. Wowza!!! I never met him before because his mother always brought his info in. Apparently he decided to become an adult. BUT, they have their Partnerships prepared by another accountant and he just finished with the K1s for 2021. Will be interesting to see where this one ends up.
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