User talk:CrowCPA

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I am Mike Phillips from Lancaster, NH. I used to be a CPA, but keeping up with changes in audit, review and compilation, and tax rules were too overwhelming. Finally in 2007, due to fmily matters, I had to quit trying to keep up with CPE and scheduling Peer review. Now I just do tax work and prepare financials for clients. I have clients who need reviewed financials hire a CPA to do just the review.

Working at home has advantages in terms of saving money, cutting back on family cars, and helping out around the home. For example, my wife just got a new hip, being home helps make life work a lot easier.

On the other hand, interruptions can be a killer! My best work time seems to be late evenings or early mornings.

Have you always worked from home? MWPXYZ 23:18, 1 January 2009 (CST)

Thanks for your reply. I have kept office space to a minimum so that my move into the home from an outside office was not too disruptive. I should get a scanner as well. My computer can receive faxes. So, in keeping with Yankee thriftyness, I fax documents direct to my computer instead. My tax softwares have the option to "print" pdf files, which i use to save copies of returns in the computer. I back up all my data files on a thumb drive every so often (but not enough) and keep the thumb drives out in the barn in case I burn the house down.

I use the internet to visit about 6 sites daily to keep up with tax news. I hope to become an EA in the future.

My wife just had hip surgery, and is recovering very nicely. It seems everyone is getting knees and hips redone!

By dropping the CPA title I did lose 2 of my best and largest clients, who were audit clients. However, the arrangement I have with a CPA who does reviews has been beneficial for both of us. The constant changes to the auditing and accounting rule structure, as well as the rules themselves is too much for me to stay on top of; when combined with tax law changes and "real" work. from MWPXYZ


LLP using Paychex

I am in need of some advice. I have an LLP that first used ADP then Paychex for their payroll service. Not only that, they used H&R Block for their tax return. After hiring me, I had tons of questions. One being how can two of their 3 partners be receiving a W2.

I noticed in one of your posting you had a similar situation. How did you handle this? My clients were wanting the health insurance that was offered. Paychex had allowed 3rd partner health insurance. But when I started asking questions, Paychex decided to drop the 3 partner's insurance with only 3 days notice.

Can partners who work in the partnership be leased to Paychex and thus receive a W2???


Forgot to sign last message


You were once interested in this...

Hi, at some point a while back, you and several others were interested in having a Practice Management forum that was separate from the other existing forums. At that time, many practice management issues were being lumped in with Tax Questions, but since then we've been trying to have those discussions started within the Business Growth Community, with moderate success.

We now have the opportunity to start a new forum for practice management issues if there's still enough interest in that change. There are some minor complications that would need to be addressed (e.g, what to do with topics that fit in both areas, and how to handle discussions where the OP posts a PM question in BG, or vice versa), but otherwise we could set up the new forum right away and start directing new questions to it right away.

I decided to get some input on how many people are interested in a Separate Practice Management Forum, and so far the status quo seems to be winning out. So I felt that I should alert you to the question, in case you'd like to provide your own input.


Trillium 11:15, 23 October 2010 (CDT)

LIfe Ins


I was the last responder to your Life Insurance post, but for some reason, your name is still showing as the last poster. In any event, just want to let you know my post was there so you don't miss it.

Ck Ckenefick 04:24, 15 September 2011 (UTC)ckenefick

Thanks for your reply in regards to the MFS deceased client whose husband wanted copies of her prior years tax returns. It seemed obvious that it would be a breach of confidentiality unless husband was executor, but I needed to have some confirmation. Thanks again.

Chris Dennehy


I am seeing more and more states make frivilious arguments for one good reason: They have nothing to lose. That's right, nothing to lose. I'm not saying VT's argument is frivilous per se, but VT is coming to a conclusion, that involves one's intent, without asking any questions. They are saying "intent to return" it's "implied" because she has a P.O. Box and an inherited house that she stays at during the winter. They might even be saying that "she has returned."

I had a recent case in SC, which grants a 4% special property tax rate. Deal is, you can only take it one SC house, which must be your primary residence. And, the taxing authority audits, through an outside auditor, these applications for the special rate. Guy moved from AZ to SC, filled out the application and qualified for the 4% rate. He retained his AZ house, but more or less as a 2nd residence. SC comes to find that guy obtained an annual $100 (or so) tax reduction in AZ. As such, SC thinks guy is lying about his SC home being his "principal residence." SC sends him a back assessment for a number of years. SC asks no questions beforehand. Turns out, the AZ $100 annual reduction was automatic and not predicated on the AZ home being one's "primary residence." That is, every property owner in that particular AZ county gets it. In fact, it is so automatic, the AZ county has no procedure to return it if you don't want it. The minute we started barking, the assessment was removed.

Ckenefick 19:49, 14 February 2013 (UTC)ckenefick

You may have heard by now that the Tax Almanac ( ) web site forum is permanently closing its doors effective June 1. Perhaps you have seen the pink bombshell “Important Service Announcement” when logging in.

Long-time TA user ChrisV2 has volunteered to set up a new website where TA users may continue the discussion. The site is up and running now and has an active base of contributors.

We invite you to take a look and join your fellow TA refugees.

Frankly (TA member and new member of TaxProTalk)

Frankly 03:49, 3 May 2014 (UTC)

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