User talk:CathysTaxes

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Thank you

Thanks for changing to a shorter name. Sorry for any inconvenience; I do hope that we can get some kind of automatic truncating system or column width limitation to resolve the "long user name problem" for us eventually, but in the meantime I really appreciate your help.

Be sure to copy your user page info over from the old user name, CathysTaxService.

Trillium 13:19, 8 April 2010 (CDT)

Your new discussion

Hi, Cathy - here's a subset of the note I just left on your other user ID, in case you've already switched to this one:

I've just tried something new with the discussion you just started (Discussion:Final SCorp w/Real Estate Questions). Rather than deleting it and creating a new one, like I did last time, I simply deleted it and restored it. And it does look like this has removed your long user name from the "creator" column in the tax forum index - it's the stretching out of that column that creates so many problems for other users, as was discussed in the notes from the first time this happened. So I won't have to delete the discussion and create a new one this time.

This new method has the advantage of not removing the discussion from your other ID's "user contribution history" so I was hoping it would work, and I think it did! Note - your discussion is still in the main tax forum, as was your last one. The delete/restore methods and the delete/replace methods both put the question right back where it started; they're merely ways to get the long user name out of the "creator" column, as that's what is distorting the forum index layout. I know that last time, you thought that maybe people weren't seeing your discussion because of the long user name issues - but you can go to the tax forum index yourself to check - it's right at the top of the list; in fact, it kind of stands out because the "creator" field is blank.

And, in the future, please only use this user name, just abandon that longer one, please!

Thanks very much -

Trillium 23:51, 20 April 2010 (CDT)

Search help?

Hi, Cathy - I noticed your comment in the current "Final Scorp" discussion about not finding many discussions about Form 966. If I search on "Form 966" with quotes around it, just like that, I get about 50 hits, plus your discussion. I thought I'd mention that and also ask how you were doing the search, because it always helps to know how other people search so that we can update our Hints and Tips on How to Search on TaxAlmanac page for common problems people run into. If you'd like to leave me a note about what your search terms were, you can click on my name below and then follow the links to start a new note.

Here's the search result I got: Search "Form 966".


Trillium 18:06, 28 April 2010 (CDT)

Mmmmmm....... Chocolate

Thanks for the wishes for my daughter. I am very nervous but I feel very good about her surgeon and am VERY impressed with CHOP (Children's Hosp of Phila). I saw your comment about chocolate and wanted to let you know that my best friend works for Godiva. She does not bring me chocolate frequently, but when she does, it lasts for months. I am just now finishing off the Easter candy she brought. The next time she brings me a big bag of goodies, I will send some to you :) Sharon1221 14:07, 31 May 2010 (CDT)

your last post - preparer licensing

You might want to correct the spelling errors in your last post. I thought you were joking around when I started reading your post, but then I realized you have several spelling errors and likely weren't joking at all. Natalie 20:53, 27 August 2010 (CDT)Natalie


Hi, Cathy:

With regard to your question about the "PTP" designation: If you consider yourself to be a professional tax preparer, e.g., making your living from it (or trying to!), then you can add the PTP designation box to your user page. Here's the quick link to the Communities & Designations page that shows what to type on your user page to make the box magically appear.

Trillium 00:08, 30 August 2010 (CDT)

I apologize for not following the rules of the site I haven’t been a regular poster. I’ve provided my background and will also review the other 3 requirements.

SCorp Doldrums

Read your bio...I'll send you some chocolate if you send me some...sure could use some at this time.

I deal mainly with SCorps and partnerships. I struggle with Schedule C's and C Corps...mainly because they drive me nuts. I like the balance sheet required for the S-Corps and Partnerships...that way you know they can't just pull some numbers out of the air that sound good. :) But right now I have to admit -- If I see another 1065 or 1120S after 9/15 -- I may just crawl under my bed and start sucking my thumb:)

How come your user name isn't showing up?

Oh well, what I hate about scorps is the clients' excuses for not following my advice and then I'm all nervous about the return being audited. I do prefer the balance sheet and income statements, etc.


Thanks for your kind words Cathy! Take care. CrowJD 23:26, 30 September 2010 (CDT)

Hi Cathy,

I like your postings here. I wanted to say thank you and also inquire on how the studying is going for Part 1 of your EA exam. I am scheduled for taking it in mid January myself. =)

Best regards.

1099-MISC info

Hi, Cathy - so as to not highjack the 2011 client joke discussion, I'm posting some links for you here: the Category:1099-MISC page has some info on when the various 1099 requirements start, and also with regard to the big change, from the health care bill (all corps, etc., starting for 2012 payments, reported in 2013), there are a lot of discussions linked at the bottom of the Health Care Act of 2010 article that was on TaxAlmanac's main page for a while. Note that many of those discussions expect the 2012 changes to be repealed, but the 2011 changes where all rentals are to be treated as a trade or business (which affects reporting in 2012) are not expected to be part of the repeal.

Hope that helps.

Trillium 19:05, 31 January 2011 (UTC)

Hi Cathy -

Since you were the only one who posted to my question, I wondered if you had an answer for me. I am quite new to Tax Almanac - I normally just talk to friends in the business but thought I would try this and see how it worked. I am still trying to find my way around (haven't got the bookmark thing figured out yet)> I had entered a profile but forgot to hit save!

Any suggestions on my "Chapter 7 bankruptcy" topic?

ThanksMizzTiger 04:08, 14 March 2011 (UTC)

Hi Cathy - Thanks for responding. I have had no responses to my posting - do you have a suggestion as to how to proceed? Should I repost a new question? Or just give it up as a lost cause?

Hi Cathy,

I just wanted to say thanks for the information you shared regarding VITA..I'm so excited about my new venture, its the only thing I talk about in my home and its good to have others to share your excitement with (I think my family thinks I'm going bonkers, always discussing I see you have an abundance of experience. I hope to be like you when I grow up..haha..

Thanks again,


1099 Misc

I apology if I offended you in anyway.

However, you did post the question, even if for someone else. And, I provided you good references for my answer. To do so required me to do research.

If you believe my answer is incorrect, please explain.

Did anyone else answer your inquiry, correctly. Yes I saw Trillium answer.

Thank you for you consideration. RoyDaleOne 12:31, 12 April 2011 (UTC)


Cathy, thanks for being the first to join ASGTP.

Trust me, there are many silent members out there. My office is always open to hear the complaints and concerns of members (that is, once I actually get an office). Take care for now. Big things are coming. Your founder, CrowJD 12:29, 13 April 2011 (UTC)

Duplicate identical posts

Are you talking about things like where MrBealy double-posted, the same post appearing twice, one right after each other (as in here)?

If so, then yes, please just delete the entire extra post, from initial squiggly open brackets to the end squiggly open brackets. I generally remove the first of the two posts, since there are some people who will post and then quickly repost to fix a typo, and I might miss a minor one- or two-character difference between the posts if I'm reading too fast and they look just alike to me at a glance.


Trillium 02:47, 21 April 2011 (UTC)

PS - I meant to add that site practice seems to include fixing inadvertent double-posts in with "spelling corrections, adding links, and other minor edits" which are all specifically allowed under the Code of Conduct.

Please also feel free to delete anything you suspect is spam - from the spammy link up to and including deleting the entire post for egregious spam. Just include the word "spam" at some point in your edit summary (the little box at the bottom of the page) as that'll notify Kevin or me to block the spammer from future posts, too, if that's appropriate.

Thanks again!

Trillium 02:58, 21 April 2011 (UTC)

not enough lately!

Thanks, and thanks for the reminder to get to sleep - I've been scrimping on that too much lately!

Trillium 03:27, 21 April 2011 (UTC)


I am the first and proud member of ASGTP, American Society of Gullible Tax Preparers, which was founded by CrowJD.

Sooooo, how does one get invited to join this elite society ?!?  :-) Belle 15:46, 2 May 2011 (UTC)

I'm playing

Cathy, I'm playing the devil's advocate here this morning.

Tom has taken a traditional position and I am advocating an extreme opposite position.

I try to do this a lot so that people are left in a state of shock. This keeps them on their toes! CrowJD 15:28, 5 May 2011 (UTC)

My neighbor Bruce

Cathy in my growing up years I had a child next door to me with a serious so-called disability.

He had the "problem" of PKU which affected his brain development and he had other physical problems from it. So he had a severe learning deficit.

However, since Bruce and I were around the same age, he became a part of the neighborhood gang. He did not run all over the neighborhood with us other kids, but he was definitely included in our group. He loved music and he would actually keep us up on the recent trends.

However, raising Bruce 24/7 was hard on his parents though their marriage stayed strong (Bruce's mother did most of the work).

Later on he was able to work at a job for the disabled and last I heard of him he was in a group home doing pretty well.

So I have a special feeling for parents. And it's usually the overworked mother who really does the raising of the kids (we all know that  :) CrowJD 15:58, 5 May 2011 (UTC)

My neice

Lord have mercy I have my hands full down here as it is.

My sister is a single mom with 3 kids and she lives 10 hours from me.

Her oldest daugther came down here to Atlanta this year for college. She lasted two quarters before she quit.

Then she eloped with a boy and her and the boy are living in Atlanta. The boy and my neice are in their early twenties: still kids.

Yours truly has his hands full. Fortunately, this young man seems to be far. My neice on the other hand can be a mess. Parenting and even uncle-ing is not easy! But the young people keep us young. CrowJD 21:02, 5 May 2011 (UTC)


Thanks for your supportive comments. And I didn't even put those 'awards' there myself <w>. Rob seems to have taken a dislike to me; I don't have time right now to sort thru his posts to figure out when/how it started. Probably won't ever have the time. Belle 03:43, 6 October 2011 (UTC)

Looking for 2010 Phoenix Study Cards

Hello! Am taking all three parts of the SEE before the end of this month (Feb 2012). I was looking for the Phoenix Tax Group Study Cards, but they are all sold out on their website. Was wondering if anyone has all three sets of study cards that they would be willing to part with? Below are my scheduled test dates and below that is my TaxAlmanac profile. Thanks! ~Elizabeth

Feb 12, 2012: Part 1 - Feb 19, 2012: Part 3 - Feb 21, 2012: Part 2

Hello my name is Elizabeth. I am a sole proprietor offering business and taxation services since April 2000. I have offices in San Francisco, CA and Utah.

I passed the old SEE exam back in 2006, but did not file a Form 23. I am retaking all three parts before the end of this month, Feb 2012, hoping that the new test is similar and that I am able to pass. I am also a CPA candidate needing to take the exams. My plan is to begin studying for them in March 2012. And aim to complete them within the year. Am finally biting the CPA bullet, as I have been able to take them since Aug 2004... Have been and am currently struggling with the 2000 hours of slave labor...

My main taxation interests are individuals and small businesses.

Hi Cathy -

I'm James - You responded to my post about the client blaming me for non-filing of the LLC return. I answered your question on the post (he never gave me 2008 and the engagement letter clearly states 1040).

I was wondering, if you dont mind me asking, you mentioned you are going thru a case where a client wants you to pay for the late filing fee -- how is that going, I'm just comparing it to my case and trying to get some support as to the process. Did they file a complaint or just asking you directly? how long has it been? is your communication professional?

If you dont mind writing to me directly at

greatly appreciate your help.

Hi Cathy. Saw that your daughter was on SSI and thought perhaps you could answer a question. Client qualifies to claim her daughter as a dependent who is also on SSI. Was worried it would compromise daughters SSI payments. Seems like she is correct - it looks like daughter must pay over 1/2 her support in order to qualify for the SSI payments. Is this correct? Thanks and good luck this tax season.

EZTax - Ian Alper

Thanks so much for the quick feedback. That is not the info we were given. Seems to be a great deal of confusion in this area!

Cathy, It sounds like you are a tax pro with a heart. The client is lucky to have you````

Meant to tell you

Cathy, I can't remember but didn't you mention something about fever in infants and autism? I was stunned to realise that a person I went to elementary school with was doing research on this very topic.

It's been years since I've even spoken to this guy. He attended the same college as I did too but we did not cross paths at that time. CrowJD 02:28, 5 May 2012 (UTC)

Here's another link

That's exactly what I thought. I knew you had mentioned fever.

There are some other links on his website I believe. CrowJD 03:09, 5 May 2012 (UTC)

Aloha Cathy

I'm glad to see you posted recently. I have a question that I would like to ask privately regarding my disabled brother, if you wouldn't mind hearing the question and responding, could you either send me an e-mail at:, or provide your e-mail address? Thanks. Paula Actionbsns 03:40, 19 September 2012 (UTC)

Past Experience using TRXpro

Hi Cathy,

I have used Taxwise, didn't like it. I am considering TRXpro. You mentioned in a post of having some problems with TRXpro. Could you give details. Isn't the TRXpro software really the Taxworks product?


Dan Hgco 02:18, 18 December 2012 (UTC)

TRX Experience

Hi Cathy,

Thanks for your response to my question concerning TRX software. The info was helpful.

Dan Hgco 03:40, 22 December 2012 (UTC)


Thanks for the welcome. PEH 06:09, 9 January 2013 (UTC)

Message from RJMEA

Cathy, I have seen where you mention that you use TRX Pro Tax software. How is it working for you at this time. I am not able to get the state that I need. This is the first year they have let me down. I have used them for 8 years now. Robert

22:47, 1 February 2013 User:RJMEA

Some people don't sign their notes

And RJMEA not only didn't sign, he didn't even use the default message box, which would have given his note a title. So I've edited the page to give his note a title, and pulled the timestamp info from the "history" tab on your talk page - you should have access to it, too, it's the closest-to-center of the various tabs at the top of this page. Probably to the right of a "+" sign, which itself is to the right of "edit this page."

hope that helps!

Trillium 05:11, 2 February 2013 (UTC)

Not a dunce!

Actually, PEH probably isn't online right this minute - so he'd never know if you went back to his user talk page and removed both your notes and just left something referring to his earlier not note to you. He doesn't even need to know about the other question! (Although the way you handled it is also fine - and less confusing, in case he's a really advanced new user and knows how to check the history tab any time his user/talk pages change!)

Anyway, the talk page concept is pretty strange all around, so it's no surprise that it gets used in such surprisingly varied ways. You are certainly not a dunce.

Trillium 05:23, 2 February 2013 (UTC) - edited for a typo

Message from PEH

I saw your message-oops-no problem.

05:55, 2 February 2013 PEH

Well, boy was I wrong

Apparently, PEH actually was online right this minute! Glad you took the high road and left both messages there.

Trillium 05:57, 2 February 2013 (UTC)


Hi Cathy I would simply say to her, I'm sure she is just as busy as I am but it is her responsibility to provide what I need to prepare her taxes. Or simply say, "the IRS requires the information so if you want to take the deductions you need to provide it to me. However, if you don't have the time to put it together, I will not be the least offended if you find someone willing to do the work for you."

In early Jan I send each of my clients worksheets, as you know, included is a FMV that I printed off the internet. If they complain I tell them the IRS requires the info I am requesting if she wants to take the deduction. In Jan. I sold the prep side of my practice. My best friend from childhood was a client and, believe me, I am thrilled to be rid of her returns. She keeps asking me to keep her and I keep saying I am consentrating on compliance, no more prep work.

You need to explain to your hubby that you "have a client" who is causing stress, frustration, etc, you would like to let the client go but don't want to cause problems for doing so. If he is as great as you know he is he will side with you when he finds out who this client is. You can't tell him but his buddy will. Or if he knows she is a client then just lay it out and tell him everything you have said is confidential.

this also gives me the opportunity to tell you how much I respect you. I can tell by your posts that you know your stuff!taxea 07:29, 25 February 2013 (UTC)

I see from your user page that you're as fed us as I am with the current administration

You sure got that right.

Cathy you need to tell your husband that as much as you love him his friends are unfairly using you and you are dropping them as clients.

email me at and I will send you my "dear john" letter.


Thanks Cathy,

I work only 30 seconds away from one of the good vantage points to cheer the runners on, the Marathon was so tied with tax season, so that's why it hit home today. But #*$*# the bastards, I'll be back at Coolidge Corner next year cheering them on, my tradition! Taxaway 06:21, 16 April 2013 (UTC)

Hi Cathy! In doing some searching, I see that you have some personal selling experience with Etsy. I have a client that began doing sales last year via Etsy and we are having a nightmare with the bookkeeping. While the payments via PayPal are easy to track with PayPal's nice financial summary, Etsy does not appear to provide any such similar report. I haven't figured out how to tell how much the month sales are, the total shipping amounts, confirm transfers to their checking account, or obtain month-end Etsy account balances without clicking through page after page of transaction history. The CSV downloads are a joke with their poor formatting. I've seen indications there are third-party apps that can help track this information but I don't know how to best help my client and even though she spent years working as a bookkeeper, she seems equally clueless. Any recommendations on the best way for either her or I to pull the necessary numbers together each month?

Thanks! EatonCPA 17:55, 12 August 2013 (UTC) Sara

I thought you might be interested in this

Hi Cathy. I thought you might be interested in this lecture on advancing brain research. One speaker touches on Autism. The whole presentation by all three speakers is great.

Take care. 18:34, 27 August 2013 (UTC)

There are three speakers

The first one speaks on issues that may be related to autism. The second one speaks on Alzheimer's and the third PTSD. All three lectures are excellent IMO. I also posted this on the Chat Page, but I wasn't sure if you would see it so I says to myself: I'll give her the link. :) Take care! Gazoo 18:39, 27 August 2013 (UTC)

It does look encouraging

It really does look encouraging and I'm hoping for the best in all this research. Of course, I can only imagine what Big Pharma is going to charge for the medicine once they get the drug-brain site delivery problems worked out! (Except for the off label use of the potential PTSD drug, which is already off patent and should be relatively cheap). Take care! Gazoo 14:15, 28 August 2013 (UTC)

Crazy World

So far I have been lucky as I've been able to take mostly generics, BUT I know there are probably better drugs I could be on. Sometimes though, you just don't have a choice in the matter.

What is so infuriating about the whole thing is that the U.S. taxpayer pays for all the basic reserach anyway. The drug companies claim they invent this stuff, but the ideas usually come from government funded research. What the consumer pays for is a lot of advertising.

Continued good luck with your daughter and I hope the future brings better and better things. Gazoo 22:24, 28 August 2013 (UTC)


Cathys - we must have bumped into each other racing to get out of TRX and ExactTax. I don't know if you are aware but you might look at:

They are in bankruptcy and if you want to submit a claim to get a refund on any of your cost of software you would need to do it by 11/1. I just found out about it too! You can download the form from the courts website and select forms> proof of claim


Trusted Users

Thanks Cathy

Hello! Did you get my message!


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