Tax preparers "doing business" in CA

[Catherine]

1 hour ago, BulldogTom said:

 CA could be lurking on this board trying to find new revenue sources.

Won't find it here; I'll cut the client loose and have him find a CA practitioner. I'm trying to retire, after all.

[Catherine]

Thanks, @BulldogTom!

[Lion EA]

NY uses the Convenience of the Employer rule, so unless his NYC employer requires him to be in CA (schmoozing with clients, training, brick & mortar job site, etc.) NYS & NYC consider his wages to be NY-sourced. If your client's in CA because he wants to be in the CA sunshine or whatever personal reason, his wages are NY-sourced as far as NY is concerned. CA looks at his work location (and where you, Catherine, and I and others here, deliver our work product). CA and NY are two aggressive states to work in, and they don't play nice together!

[BrewOne]

I don't mind preparing a CA nonresident return for myself, but paying $800 to register my LLC for more than I earn doesn't make business sense.  Sorry to say goodbye to a good client.

[JJStephens]

3 hours ago, Catherine said:

I have one guy with a W2 who lives mostly in NYC, but has a pied-a-terre in LA

Having been raised in the hills of southwest Indiana and now living in rural Ohio, I had to look up pied-a-terre. I've always been impressed with Catherine's smarts...now even more so!

[Catherine]

11 minutes ago, JJStephens said:

I've always been impressed with Catherine's smarts...now even more so!

Thank you for your kind comments, but in this case it's simply a holdover from high school French class.

[JJStephens]

In my book, that still counts as super smart!