User talk:Fsteincpa

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Preparer's control sheet

Fred - If you leave me your email address - I will send you the fiel and then we can go back in and edit the talk and delete your email address - I do not know how to email to your user name.


Hello Fstein,

I am preparing my first 990 on my own. Can I have a 15 minute phone conversation with you for some of my questions. I have worked on 990s as an auditor but need a few questions answered. My number is 703-553-1099. You can give me a call or I can call you if you leave me your number.

Thanks and take care,


Multi national question

Feel free to bounce some questions off me :)


Hey Fred!

It has been a hectic day but I got your message and I will be glad to help you if I can. Could you please shoot me an email so I can add your name to my address book? It is

I will be glad to help answer your questions on the UK taxation to my best ability. I am certainly ready for a respite from the mundane....

I will try to send an email to you but in the event it does not arrive; I have a ton to send this evening, please do send me something and I promise to respond!!


Letter to remove paid preparer

Fred- I would really like to see the letter you use to remove oyyurself as paid preparer. I have a couple of clients that need a little jolt. My email is

Thanks for your help- Barry



I am the Cobleskill grad and former Albany resident. Having grown up in the area I still have a lot of family and friends residing in the Albany area. Most mail me thier stuff and we complete long distance. However since I started my career/business in San Diego and did no tax work in NY I would love to have someone I could refer the more complex returns to (Corps, Farmers, SE etc....). Would you be interested in these referrals?

Can you provide me some referrals for other professional - attorney's (trust & Estate), financial planners, insurance etc. My folks are getting older and have set up a trust but they have little knowledge or experience and I can't give them a recommendation. I don't know or trust the people they found in the yellow pages.

On a side note my Aunt and Uncle owned Borelli's for many years, good memories. Lastly and as strange as it may be, is Pizza Shack still in business?


Kyle Kodra


Maybe you can help me with something. I am checking the work of one of my client's bookkeepers. It would be really helpful if I could search transactions (particularly $ amounts) with a "find" function similar to the find in QBs. Do you know if this is do-able in MasterBuilder? If so, how do I do it?Natalie 15:49, 7 December 2007 (CST)Natalie


I am sorry but what is Linux? Is that part of the apple software?



Kyle again, the only cobleskill grad wearing shorts right now.

I have a nys problem with a client of mine. He worked in NY (in the city) for three months and then moved to Boston for the remainder of the year.

W-2 He earned $38282 in 2006

NYS $38282 Box 16 NY W/H $551 City wages $12274 (this is all he earned in NY) City W/h $332

Mass $26007 Mass W/h $1319

In theory you would think he was a NY resident the entire year and or worked in NY the entire year but he was clearly a part year/part year individual.

Through Lacerte I have NY taxing $38282 and MA taxing $26007, no credit for other state etc Seems to be double tax by the states, employer stated NY taxes you on the entire year whether or not you worked or lived in the NY.

Is this correct?

My folks (still in Albany) need a good trust attorney can you refer one or two to me? I had them set one up about ten years ago, but I would like to get it reviewed as they are declining fast.



Editing pages

I saw your post in which you mentioned you didn't know how to edit pages. It's really very simple. All you have to do is make sure your at the top of the page then click on "edit this page." You have to make sure you keep all of the formatting, otherwise you'll get words out of the lines, etc. Natalie 13:49, 18 January 2008 (CST)Natalie

Feeling better

I'm glad to see you back on TA. I hope you're feeling better. Natalie 15:48, 3 February 2008 (CST)Natalie

I'm glad to hear it's warming up on your side, too, and glad you're feeling better! Thanks for the info on the potential MB resource. Natalie 14:02, 4 February 2008 (CST)Natalie


Hi Fstein,

I truly appreciate your time and whatever advise you could share!

I have been thinking about opening a small sandwich shop/cafe where I could serve a few of my mom's recipes. 5-10 years down the road, i'd like to expand that operation to a full menu restaurant, if things work out. I've started writing a business plan a month ago, but I really do not know where to start!

I'm always entertaining friends and family and they all seem to REALLY love what I have to offer, and I enjoy it so much. I love being creative, I love cooking, and I love entertaining. The only reason I'm doing this accounting thing is because that's what I studied in college. That's it. Anyway, It's all mediterranean recipes and competition is almost non existent (suburbs of Dallas, TX). Now I know that passion for cooking could be fun when it's done in my leisure time but it could be completely different when it becomes the source of my livelihood! I've heard about the stress, long hours, risks, dealing with customers, which seemed to deter me for a while from proceeding with this project. However, I know down deep inside that this is what I'd like to do. This is where I see myself 5 and 10 years down the road, not ina tax/accounting office!

I am married with a 10 old month baby, and my wife has a great job that is our primary source of income!

Let me stop here, because I have a lot of questions and concerns, and I can't seem to gather my thoughts properly. But I'd like first to hear about your experience and what you have to say!

Once again, thank you so much for your help and time

My email address is

HRB spreadsheet

Hi Fred, Just sent the spreadsheet to you.

I'm curious (after your post to me)about the practice you purchased, if you're in the mood to share. How large was it (# of individuals, # entities etc) and how many have you lost due to those price increases you mentioned?

I've slowly built my practice thru referrals mainly; I know I underbill based on "value" (I seldom have to write anything down tho)and struggle with bumping the fee on clients I've had for a while.

You did see those spreadsheets Kevin posted yesterday? I downloaded them, but have had a chance to really look at them yet.

Appreciate an answer when/if you have a my email address if that's better for you.


Belle 10:28, 2 March 2008 (CST)

Your practice

Hi Fred

This is Matt from Charlotte NC , originally from NY. went to school in upstate.(Southparkcpa).

When I read you did 800 returns, that is incredible!

How's that going?

feel free to email me at Southparkcpa@..........

the break helps stop spam

Happy Returns

CA Sale Tax

Apologies for the delay, I haven't had time to get on my comp in the last couple of days. I don't use comp at work for personal stuff since the company watches the net.

I've been mostly involved in restaurant/hospitality sales tax issues, so just off the top of my head, I can only point you to CA BOE Pub 68.

TheTinCook 02:12, 13 March 2008 (CDT)

changing headers - W/C q

Hey Fred, when you want to change the discussion title, all you have to do is click the "move" tab and make the change. You don't need to create a new post. Natalie 20:58, 15 March 2008 (CDT)Natalie

A little humor for you

Fred - something for you to enjoy - as someone who tries to be a "good" Catholic boy, here's my idea of a "peep" show:



TomTaocpa 14:23, 21 March 2008 (CDT)

The peeps

Those are little marshmallow "peep" candies you see around Easter time, hence the "peep" show reference. The bunnies are the "strippers" and the chicks are the "customers." Must be the hangover. TomTaocpa 15:36, 21 March 2008 (CDT)

Don't know what happened originally.

Fred-Glad you saw it. I pulled that from a website where a someone posts photo of his funny or his favorite things. Among his favorite things is news women. The women in the photo must be a news anchor whom he has the "hots" for or some actress. He's a bit of a character. I have no idea because he posts a bunch of those and then will find a funny photo and put it up amongst the women. I thought the peep one was pretty funny. He has some really funny stuff. I just wonder who the woman was? TomTaocpa 14:55, 22 March 2008 (CDT)

insurance commissions

He is a State Farm agent, so any info you have on this could be helpful. Facing a potential audit with this one, so I could use any help I can get. Thanks.

K-1 LTCG/1250 Gain/1231 Gain

Hey Fred - love your sense of humor - and would really love your opinion - would you mind taking a look at my topic - another opinion telling me that I am totally stupid would stop me from continuing! Thank you for taking a look Cindy 21:08, 29 March 2008 (CDT)Cturner555

Buh Duh

Fred, in almost forty years of practice, I have never, never encountered such a situation, and to be honest, had never heard of a lump sum solution (except for the 10-year averaging type). I am afraid anything I say would be a case of 'blind leading blind.' Your client is lucky he did not come to see me.

My mind is also befogged from attending the First Aid Auxilliary Pancake Breakfast, wife being secretary of this group of old ladies who are all running about the auditorium in the old town hill putting down flapjacks and eggs. Ate too much.

By the way, one good thing about NATP membership is that they permit you one free research question a year.


Hi Fred -

Yes I am in Elmira - lots of family down your way. Don't you love the construction guys? Because we are such a small town, my guys seem to think any job outside of Elmira (which is only 8 miles across town) should be considered traveling away from home - hard to explain the idea of a metropolitan area to guys up here!


NY and CT

You wrote (and I quote so I can see the question while I answer it):

"New client, lived in CT, worked both in NY and CT. W-2 has 20,000 total, 8,000 NY and 12,000 CT. Then 8/24/07 Client moved to NY. Another 10,000 W-2 entirely in NY. And NY Unemployment of 1,500. That's all he has. My question is, would there, or could there be both a NY non resident and a part year resident return created?"

Once upon a time (and not so long ago, I think, because RIA Checkpoint's explanations seem to think it's still the case), NY required a part-year resident who had NY source income during the part of the year when he was a nonresident to file two returns - an IT 201 for the resident part of the year, and an IT 203 for the nonresident part. Now, however, NY has caught up with the rest of the world, and you do it all on the IT 203. NY income for the year consists of the sum of (a) NY source income (e.g., salary for services performed in NY) earned during the period of nonresidence and (b) all income earned during the period of residence. See the IT 203 instructions.

Note that CT will tax ALL of his income earned during the period when he was a CT resident -- not just the part the employer withheld CT tax on. CT will give him credit for the tax he pays to NY on that income. The employer was correct to withhold NY tax on the NY source income, since CT in effect cedes the tax to NY via the credit mechanism.

About my profiles post....

I wrote that because some guy is posting answers to questions with no profile and leaving misleading answers to some questions. He's been wrong a few times. I am just trying to help the newbies again. That's all. TomTaocpa 06:51, 3 April 2008 (CDT)

Gee Fred...

Sorry, I missed it. I've been up since 4:30am. I can't get things done in the evening after 8pm with my daughter and wife, so I get up early. It's one poster in particular I've seen who is a problem, but with all the newbies, it's getting old saying, "Profile, please." etc. and I am not doing it anymore. I am just going to refer to this post and the other guides I wrote from here on out.

Save some tequila for me and a couple of Hooters Girls (kidding about that part, not the tequila).....TomTaocpa 07:21, 3 April 2008 (CDT)


You make me laugh...even tho I'm exhausted. I have to seriously analyze why the wheels have come off this year. Perhaps I'm spending too much time on TA? May have to consult a shrink re: addiction. Lots of bookmarked pages to return to after the 15th, tequila in hand! Good luck the next 9 days

It was brutal wasn't it?

I guess I was a bit brutal. Take a look and get back to me on him. Others have noticed him too. It started when I asked for a profile. Then I noticed him not citing sources, then he would find easy posts to answer with one or two sentences. At first he seemed okay, then it began to get worse. I think we need a high-level Hooters strategy meeting. TomTaocpa 07:19, 9 April 2008 (CDT)

Somebody sent me this....

Fred - when you said I was brutal on Puru, I thought I was. Now I am not so sure. See this: Discussion:FICA Taxes. Seems he's a DIY'er. He posted this got roasted, deleted it and by posting vague, inaccurate or incorrect information, he's getting back at TaxAlmanac. His first two posts were the DIY variety and now he's a tax expert. Geez. Tequila time!!! TomTaocpa 18:53, 9 April 2008 (CDT)


You're so silly sometimes. I really like evergreens because they smell so nice. That does not, however, mean I would like to be an evergreen.Natalie 15:14, 10 April 2008 (CDT)Natalie

I'll answer your next question before you ask: the nap was good, but not as refreshing as I'd like. Maybe I'll take another one. Natalie 15:16, 10 April 2008 (CDT)Natalie

Hey from Nancy seem like a fun-lovin all of your me a chuckle....

are you still up?

You need to take a look at the "I was really going to do this" post. Is it okay if I rename it "The Fred & Tom Venture" discussion?Natalie 22:08, 12 April 2008 (CDT)Natalie

Shoot, it seems the links to bookmarks are removed if the entire discussion title is changed. I have to talk to Tim about that. I look forward to your reply!Natalie 22:18, 12 April 2008 (CDT)Natalie

Can you please help me on this above issue. Thanks so much Nancy Shoemake

Glad to hear it...

Glad I didn't hurt your feelings too bad. I guess us fellow New Yorkers are cut from the same cloth. We can be fun loving one second but serious the next. The women seem to go easy on me probably because I am always talking nicely about my wife and daughter. But my wife gives me a hard time if I act up and that's pretty frequent. Worst trouble I ever got in with her was I made a comment about how good a friend of hers looked....TomTaocpa 16:42, 16 April 2008 (CDT)


'kay, how much tequila DID you drink? I stayed strictly with wine (GOOD Chardonnay), great homecooked dinner, and then lots of sleep. Today is 'me' time, ending with a two hour massage! Tomorrow off to golf school. Hope the end of your season went well...

welcome back

How was your "guy" trip? Remember to answer those questions on the depreciation thread! Natalie 16:15, 23 April 2008 (CDT)Natalie

Good discussion Software

Fred: Thanks for the software discussion in Chat. Glad you spoke out there, and I've got your name in my Rolodex, in case my clients ever need it. P.S. Yes, I do still have a Rolodex. CrowJD 21:06, 12 May 2008 (CDT)

QB password retreival

Thanks Fred, I'd like to know how to do this. It would help my client immensely and help me sleep better at night. They will at least stop and call me when they get the little block warning them they are doing something out of the ordinary.

QB password retreival

Thanks for the offer of the password retrieval progam, Fred, I don't have your e-mail address, but mine is It would help my client a great deal and me too. Paula ~~actionbsns~~

Cash Advances

I was reading the thread on the cash advance topic and i do understand you friends pain of going through a process with a cash advance company that didnt tell him the truth. You asked for links to companies that dont rip people off and i would like to assure you that my cash advance company doesnt rip people off. Please visit our website or feel free to conatact me directly if you have questions. My number is 949-309-2243, or email is We specialize in relationship developement and business developement. Thanks for reading and for your time.

Jeremy Lee

Welcome back!

It's great to have you back! Natalie 18:49, 28 October 2008 (CDT)Natalie

Oh, and no, you did not respond to the emails. You should at least look at the last one with the video link. Natalie 18:49, 28 October 2008 (CDT)Natalie

Sorry, we had to rent out the room. It was gathering too much dust.

Welcome Back!

Fred bud....

Welcome back!

I am sorry I didn't respond to you over the summer. I will send you a private e-mail. You can see some of it here in the Chat Section, but I want to tell you some things myself personally.

Good to hear from you, my friend.

TomTaocpa 19:37, 28 October 2008 (CDT)

Saw you were asking questions abut this, they just sent us a very similar e-mail to what you desribed. Did you ever confirm with yur friend if they were legitimate?


No need to file those local taxes if they don't live there

Death&Taxes 12:01, 16 February 2009 (CST)

Your email address, please?

you can either leave on my talk page or email me at Thanks for the offer to convert the qbm file to a file I can open. Kevinh5

Rotten pistachios

I just read your post. I used to love to eat pistachios. Every once in a while I'd get one with a really bad taste. Then I popped one in my mouth, got the bad taste, spit it out, and found a small worm in it that had eaten most of the nut, so I realized what I had been eating on the bad ones. Haven't eaten a pistachio since! Hope you're all better now!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 10:02, 10 April 2009 (CDT)



Glad to hear that everything is sorted out now and that you're feeling better! Happy (soon to be) end of tax season!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 13:51, 13 April 2009 (CDT)


Aw sweet jeezus. It's looking like a monstrous preposition. There is a lot of research I'm trying to look through. Up next is SUTA dumping liability and the employment tax rules that got put in place recently (not sure what all it adresses, but my hunch is that it was to combat the off shore leasing scams). Then there is ERISA...

Honestly, most of the routine issues we know about taxwise from doing payroll. The HR and benefits law stuff is also fairly easy. FLSA, FMLA, COBRA, USERRA, Portal to Portal, and Ledbetter are all pretty easy stuff to understand and a lot of good guidence from the .gov . Not sure how ADA and the anti discrimination things will work out since we wouldn't be making any decisions in that matter, but I guess liability exists in a matter of course. HIPAA just means you have to keep your mouth shut about employee health and medical issues.

There are a few major feasibility problems as I see it: 1) Benefits pricing. It's all based on volume and experience ratings. I was going see if I could get an el cheapo health plan as a POP or a full fledged §125 plan. Also a set up a SIMPLE IRA system with a bank. 2) Workers Comp 3) What happens when they don't pay? Lord knows I spend enough time shagging after bad checks for my fees, but what happens with a PEO. 4) Lack of uniform policies. I can't even get clients to pay estimated taxes on time. I kinda doubt I can get them to follow proper procedures.

I think I'm just going to stick with taking aboard the hr functions instead of forming a fully fledged PPO.

We'll see, I'm still researching the issue. I've found a guy on a labor law forum that has a bunch of experience, so I'm going to bounce things off of him.

TheTinCook 01:12, 22 April 2009 (CDT)


I am a CPA working in industry in Gloversville. I am a member of a car club in Cobleskill and have friends there.


Ted, not sure what screen name to reply to. I hope you get this.

Please respond again.


Finding Someone


To see who left you the message, simply click the "history" tab at the top of your "User talk" page. His name will almost certainly be the 2nd one down, just below my name. To leave your "signature" on someone's user talk page, just type in ~~~~ and that will be converted to a link to your page when the page is saved.

- Tim Doyle, TaxAlmanac Moderator - Talk to me 15:13, 22 April 2009 (CDT)

yes that was me.


Ted Sweet

ok its 4 LOL

Tedsweet 15:59, 22 April 2009 (CDT)


I was "retitling" that older unemployment article (to fix the spelling of umemployment) right as you were posting to it. It looks like your post actually went through just before my move - so I hope I didn't mess you up somehow. Should have anticipated that you might add a post there, but for some reason i thought it was safe to be playing around (I should know better!).

Trillium 18:57, 28 April 2009 (CDT)

Internet wife?

My dearest Fred, with all your experience with women, you should know that you can't have a wife without all the formal bells and whistles. I don't recall sending out invitations. And where was the big buffet dinner, dancing band and most importantly, my gifts?Natalie 13:12, 2 June 2009 (CDT)Natalie


which post/thread? Kevinh5

I just added comments to that thread

I didn't recall mentioning any lawsuit there, though. Good luck. Kevinh5

Different by State

In my state, attorney discipline (ethicical violations) is ultimately handled by the Ga. Supreme Court, managed through the State Bar of Georgia (the State Bar gathers the facts).

I am not sure who has ultimate authority in other states. I'd start with the state bar association of that state (sometimes they go by different names). Don't confuse a local bar association for a state one.

It's not easy to find a history in my state because each incident recieves a separate handling and case number by the Ga. Supreme Court. It is much easier to find a current status from the State Bar, however.

P.S. note that the discipline status tells you nothing about the malpractice history....But you have the same problem with doctors. CrowJD 18:38, 30 June 2009 (CDT)

Keep checking

The state bar usually bends over backwards these days to help the public, so you could call them and see if they can't point you to a history. They should NOT ask for your name, there is no need to in my opinion, just tell them you are a potential client.

I know that my state's website has gotten better. I think you can find disciplinary decisions back to 2000 or so. Before that, I don't think there was a centralized system. It's still not indexed, even today. So, you have to scan down the cases by year.

Might want to try to call. Good luck.CrowJD 19:08, 30 June 2009 (CDT)

By the background in your picture, looks like you were at SB XXXV

I am a diehard Baltimore fan despite the fact that I have lived in Northern California for 24 years. It's Ravens all the way. I'm not upset that you got Ryan...he deserved the job, but I was not happy to see Bart Scott go. Skassel 20:19, 1 July 2009 (CDT)


Didn't know if I could post this

re: printers here is what I found, find out the cost of the replacement toner prior to purchase, but I have had go luck with Cannon, used to buy only HP,

hope all is well



TexCPA 12:36, 9 September 2009 (CDT)

Copiers et al

I've had a Canon 1080 PF (combo fax & copier)for more years than I want to admit.....and have loved it. I had a major overhaul done on it about two years ago - was better (in my mind) than researching and changing to something new at the time. Unfortunately, I think I need to replace it before tax season; so your question is quite timely.

My take on the 'all-in-one' routine is that a failure wipes out all functions - so I would do a high(er) end scanner separately. I have a separate HP laser printer (networked) for the bulk of printing of tax returns.

I use Lacerte - they recommend a Fujitsu scanner for their DMS. Like you, I'm still in that transition to paperless mode

BTW - thanks for your email two weeks ago. I'm still mulling over my options, but do appreciate your input. Belle 13:41, 9 September 2009 (CDT)

Copier etc

If you have time, let me know about these $ 700 miracle machines. Mine will need another major tune if I don't replace it; and it's probably time to upgrade. I have a printer for each computer (4)....not too expensive lasers that do the job just fine for a page or two - then the HP for the "big jobs".

My new dream employee will be part receptionist and part newbie tax preparer, so in house makes the most sense. Similar to someone who posted earlier today; your response was take a class at one of the three chop shops and that's my preference also.

Thanks Belle 15:40, 9 September 2009 (CDT)


Fred, I don't do nearly that many copies per year, I guess where I was going with the links was to buy more lower cost 'disposable' copiers rather than investing in one large one, leasing the copier has it's advantages, quick maintenance and repairs, but at what cost? and then one the ole reliable copier gets outdated the maintenance contracts go up,

TexCPA 21:44, 9 September 2009 (CDT)

Multistate stuff

Hi Fred,

Sure, have your friend call or e-mail me. Phone is 619-420-1958 (land line at home) or 619-787-2116 (cell). I'm traveling quite a bit this fall so cell phone is a good bet most of the time. E-mail is Be advised I teach at San Diego State on Monday evenings, and sing in two choruses and play in a bell choir with evening rehearsals, so sometimes the cell is turned off! But there is voicemail on it.

Just looked at your user page and realized you are in upstate NY not far from Albany/Schenectady. My first childhood friend lives in Schenectady and I just came home Saturday from spending a few days with her after the Labor Day weekend (when I was working timing & scoring at a vintage sports car race at Lime Rock in Connecticut). My friend's husband died in May and this was our first chance to get together since then. I'll be back over the Halloween weekend; I'm speaking at a seminar (on sales & use tax, coincidentally) in Stamford, CT on Oct. 29 and plan to spend the weekend with Marilyn. Maybe we can get together; I think you're only about 45 minutes from her place. If the weather is nice we are thinking of going down the Hudson and visiting some of the sights there -- Storm King, Boscobel, who knows. But maybe there is something interesting out your way. I was surprised to find that although Marilyn has lived there for almost 30 years (her husband was on the faculty at RPI), she has never done any of the local sights although she went all over the world with Bruce.

Anyway -- I was so near and yet so far, just last week!

KatieJ 15:42, 15 September 2009 (CDT)

Form 990-PF

Hi Fred, I'm pretty rusty on 990-PF stuff. I haven't done a PF since I left the accounting firm in 2005. I just haven't had much of a call for it. I know even less about GAAP. Mostly I do 990's for small public charities and social welfare organizations and quite a bit of penalty abatement work for nonprofits, and I do some reviews of 990's for some local CPA's now and then. I'd be happy to have you bounce some thoughts off me, but I doubt that I'd be much help in that area. CPAdavid 20:35, 13 November 2009 (CST)

Just kidding

Fred: I'm sure you know, I'm having a little fun here, and I was not serious about you and Kathi being trained in the "new math" and such. lol. CrowJD 07:47, 16 January 2010 (CST)


FYI that Thomson Reuters has portals that are integrated with the UltraTax software. When you are done with the return you can automatically have the return uploaded to the client portal.


Fred Joke

I am not sure if you have heard this but here goes:

A cop stops a Harley for traveling faster than the posted speed limit, so he asks the biker his name.

'Fred,' he replies.

'Fred what?' the officer asks.

'Just Fred,' the man responds.

The officer is in a good mood and thinks he might just give the biker a break and, write him out a warning instead of a ticket. The officer then presses him for the last name.

The man tells him that he used to have a last name but lost it. The officer thinks that he has a nut case on his hands but plays along with it. 'Tell me, Fred, how did you lose your last name?'

The biker replies, 'It's a long story, so stay with me.' I was born Fred Johnson. I studied hard and got good grades.

When I got older, I realized that I wanted to be a doctor. I went through college, medical school, internship, residency, and finally got my degree, so I was Fred Johnson, MD. After a while I got bored being a doctor, so I decided to go back to school.

Dentistry was my dream! Got all the way through School, got my degree, so then I was Fred Johnson, MD, DDS.

Got bored doing dentistry, so I started fooling around with my assistant and she gave me VD, so now I was Fred Johnson, MD, DDS, with VD.

Well, the ADA found out about the VD, so they took away my DDS.

Then I was Fred Johnson, MD, with VD. Then the AMA found out about the ADA taking away my DDS because of the VD, so they took away my MD leaving me as Fred Johnson with VD.

Then the VD took away my Johnson, so now I am Just Fred.'

The officer walked away in tears, laughing...

Hope you enjoyed!

TomTaocpa 17:15, 25 March 2010 (CDT)

FYI, a discussion was just moved

Hi - letting you, and some of the other recent posters know: Discussion:VIP MD has been moved over to the Chat Forum from the Tax Forum. This move is based on the protocol developed back around the election, when a long discussion about what to do about discussions that turn political came up with the consensus that comments that are verging toward ideological should be limited to the chat forum, or if discussions that start out being about tax end up being more about politics, the discussions should be moved to Chat. The originator of the discussion has also been notified.

Didn't want you to wonder where it had gone; you all can continue posting to it over on Chat.

Trillium 16:08, 5 April 2010 (CDT)

NYC Help

And of course, I will compensate you in any manner you see fit <W>. I have a client who move to CA from New York City August 4, 2009. I think (?) I have the IT-203 done correctly. Is there a New York CITY tax return that has to be done also? The client thinks there is; Lacerte isn't prompting me (G*d, I hope Kevin doesn't read this....) I glanced at the 77 pages of instructions and my eyes glazed over - if you ever need CA help, I'm here for you baby. Thanks Belle 14:40, 12 April 2010 (CDT)


I left you another video to steal and not give me credit!

Check out your "Better halves" thread.

TomTaocpa 09:57, 14 April 2010 (CDT)


Fred, thank you for getting into the debate. I am sorry that it seems I was changing my post as you were writing yours. I hope I corrected that by pointing out that people could read my edits. Take care. Crow.

ok hope I got it fixed

Ok, I fixed it a little bit there so the entire post makes more sense. Sorry to have changed my post like that on you.CrowJD 13:27, 18 April 2010 (CDT)


I did not say that CPA's are the worst. I said the worst example in my professional life was a CPA who completely disregarded tax law to get larger refunds for his clients. Proving that just a license doesn't really do any good; enforcement is needed. Didn't mean to offend you. (You know how much I respect you...even in the morning...) Belle 13:47, 21 April 2010 (CDT)


I'm sure Jen thinks you are the only one in charge of earth moving. I have a friend who lived in the Middle East for a while (her husband was with the State Dept); her stories of the oppression of the women, having to cover up, couldn't idea of hell on earth.

Oh sh*t I did it again

Why does this keep happening? I erased the curve ball while you were writing I guess. I thought it might be seen as insulting so I removed it. Oh well, I think I need to think WHILE I'm writing for a change. Later. Crow

Thanks Fred

You beat me to it - I was slowly getting around to posting that goodaccountants link on the bookkeepinghelp discussion - glad you got there first, as you provided both the link and some extra info. Hope it's okay with you that I moved your discussion from the acctg forum to PM/BG; it seemed to fit better there, and I wanted 'em both in the same place since they're both apparently about the same thing?


Bookmark list

A second thought - you might already know this, but I didn't realize it at first, and so I will pass it along: When you click "my bookmarks" it only shows you the items that are both bookmarked and current, as you alluded to in your post just now. On that page, though, about halfway up, there's a link you can click, "Display and modify your complete bookmark list," and that will display the list of all of your bookmarks. So you can actually use it as a reference of old discussions, it just takes two clicks to get to the entire list.

FWIW. Trillium

Kevin's post to your 1065/Sch E discussion

Wait for Kevin to come back to confirm, but I believe he was saying that Jasmine was wrong about the content of the zillion discussions, not the number of them. Here's how he summarized the many discussions in a recent one: "we've had this discussion many times - if this isn't a community property state, H&W ownership of an LLC requires a 1065. Trust me or use the yellow box, as you already have, to find those old discussions." That's from here, also see this and that.

Hesitated to post this on the discussion as it's not a topic I'm all that comfortable with, so I'm just passing along "what he said" instead...

Good luck.

Trillium 12:05, 30 April 2010 (CDT)

As you know, not black and white

Fred, as you know, a lot of straight women are lesbian. The truth is, what is a lesbian?

Now, I've seen them with real mustaches! That's a REAL lesbian. lol. Just kidding.

The situation of humanity is that our sexuality is on a sliding scale.

Enjoy your adventures, it's the weekend! CrowJD 16:28, 7 May 2010 (CDT)}}

Hadn't thought of that!

Thanks for the reminder about unintended consequences.

People commented that they didn't have an easy way to tell that the current question was the one at the bottom of the discussion and not the original one in the first post, so I started making the date on the first post green and big, to make it stand out a bit more, but I hadn't thought about the problem that while I was "helping" one constituency, I was annoying and/or confusing another (the person who added the new post), since they'd be notified about new edits. Shoot.

I wonder how many people have those notifications set, anyway. Maybe I'm okay making the edit most of the time. Maybe I'll remember to time the edits to your discussions more carefully from now on, though!

Trillium 15:28, 20 May 2010 (CDT)

PS - I was mainly just joking (about changing my ways), but half the time turning the OP date big & green is for naught - as you saw yourself, when Michael Cash responded to only the 2008 posts! It's all trial and error for me, so it's good to get info on how stuff is working. And if it's not working, or if it has unintended consequences, then eventually it'll end up in the "why bother" pile with lots of other stuff that seemed like a good idea at the time. Trillium


Yes - I always think it's Johnny Cash's wife or something! Anyone (not just me) can edit a discussion and add the spaces, or a note, above the most recent posts, or at the top. Harry has been doing some trials with LOTS of spaces (example). And you'd think a note would work well, right? But here's what usually happens: this discussion was bumped March 24, 2010 by some spam, example2; I put the note in, but the very next post just answers the 2007 OP! And on it goes from there. I've tried extra spaces around the note, the bullet point, etc. No guaranteed successes. People just don't read, even when the note's at the top of the discussion rather than the end (or what was the end at the time the note was added).

I saw your new Q about whether or not to bump old questions. I'll hold back on responding, let's see what others have to say. Maybe somebody will propose a better way to approach the problem and/or highlight the OP date and new Q at end. My opinion, though, is reflected in the ask a new question page - see the last two paragraphs of step 1, searching.

Trillium 13:06, 21 May 2010 (CDT)

Edit was reverted

A guy claiming to be New Clients Inc came in and deleted all of the comments in that discussion that he didn't like. That's contrary to the Code of Conduct, so his edits were reverted. What you see now in the discussion is what you would have seen originally, before his edit.

To read the edits:

Click history, then use the compare buttons to have the differences between two versions displayed at the top of the message. I don't know if this link will work, but this may be an example of what it looks like: That's comparing before Bruce's edit to after - he's removed four posts and left only a squiggly bracket in their place.

Below the L/R comparison you can see what the discussion would have looked like after that edit. But of course now it's back to where it should be.

Question - I kind of think that the fact that the New Clients Inc person (or someone claiming to be him) tried to remove posts he didn't like should be disclosed on that discussion. But I've hesitated to do so, as it's kind of rubbing salt in the wound; the discussion is bad enough already, and we don't even know if the person who tried to remove parts of it really was from New Clients Inc.

What's your opinion on disclosing the attemped edit?

Trillium 09:56, 29 June 2010 (CDT)

It's not that easy...

(unlike you <w>) I use the "recent changes" navigation and can see where Trillium/Kevin/Harry (those are the main ones) do a lot of the 'behind the scenes' stuff. If you pull that up (it's five ticks under Discussion Forums), there's tons of gossipy, nosy stuff. My nickname is Mrs. Cravits (sp). Trillium has deleted three or four of his posts today, and asked him several times to pony up some info. Belle 15:00, 29 June 2010 (CDT)


Thanks for your input on the NCI thing. I just posted to the end of the discussion he'd tried to edit, explaining what had happened - hope that post was worded okay; I feel like a zillion things are going on at once!

On the other topic - there was nothing wrong with Davidg's posts, per se, it was just that he'd ignored four requests to provide user info and what he was posting today didn't seem to add much to the discussions. So, today seemed like a good enough time to follow through on what we say will happen eventually (posts get removed if we can't tell poster is a tax pro) - he'd ignored the initial request all new users now receive w/info about how and why to update the user page, plus three requests/reminders about the user page, with a warning of what could happen if he didn't. Now that he's finally put some info on his user page, I'm thinking he's likely not a tax pro (he studiously avoided that issue in two edits so far) but at least people have a little to go on if they want to assess his reliability. And his two posts today have been restored - there's not much to see, but they're here and here.

If you want to see how it all evolved, you can practice your skill with the "history" tab that I mentioned in the post from last night (on either of those two discussions).

Trillium 15:36, 29 June 2010 (CDT)

Health insurance reimbursements

Aloha Fred, I posted a question directed mostly to you since you were the last poster on this really old thread, then it died. If you get the chance, could you take a look? Thanks. PaulaActionbsns 18:48, 20 July 2010 (CDT)

I can't post this

but thought you would enjoy it


Another year older

and deeper in debt??? Kevinh5 Happy BD!

H A P P Y B I R T H D A Y !!!!!

Tom spilled the beans. And are you celebrating the J.E.T.S. Jets, Jets, Jets win? (or should that be recovering from celebrating).


Giuliani? Kevinh5


Is that a Patriots cap on the grill? Such treachery!

I would like to see Jets vs my Pats in the Division game, but have money on Colts aside from being incapable of rooting for them. Taxaway 16:54, 8 January 2011 (UTC)

Looking forward to a Jets Ravens AFC Championship game

Skassel 02:52, 12 January 2011 (UTC)


Your Jets were impressive today. I'd love to be a fly on the wall at your celebration. And I'm truly hoping you were at the game! Belle 04:09, 17 January 2011 (UTC)

S Corporation

I would recommend to set up an LLC. In NY the filing fees and the advertising can become cost prohibitive. The second solution is that is there is risk involved just set up a DBA and have a lot of business liability insurance and errors and ommissions insurance.

Hi Fred,

I'm very sorry to hear that you've had some trouble getting in touch with us. I know the webmasters are extremely busy but that's no excuse! I will personally relay your information to Chris Ensey, our Client Fulfillment Manager.

Thanks for your posts on here. Good luck with the site and let me know if you need anything else.



CPA Site Solutions

I don't use them any more since I sold my practice. Thanks.


Hi Fred. Good luck with your website. I think you'll be pleased with CPASiteSolutions. I'd rather not post my website/name here on TaxAlamnac but will email you if your website has an email address for you (as compared to a general inbox).

Your Emerald discussion

Hi, Fred - we've got a new user (Tscales, and there have been a few other new users who have been posting similar things - very similar things, if you get my drift) who is likely to chime in with some pretty virulent anti-RAL, high fees, tax fees need to be regulated stuff on your new discussion.

if that happens, and even if it doesn't, the discussion is likely to become better suited to either the Chat forum (venting and fun) or the practice management forum (where other RAL stuff goes, but generally questions on how to make it work). I want to just pre-empt that and get it out of the tax forum to begin with, and my assessment of your style is that you're going to be happier if it's in the Chat forum, with the good fun that can then be had.

So I'm going to go ahead and move it to Chat, and you can let me know (either on the discussion or on my talk page) if you want it elsewhere - including back in the tax forum, if you think there's a tax issue in there somewhere!!

Thanks and all - Trillium 23:26, 27 January 2011 (UTC)


Hot and bothered is the way I like 'em! Trillium

Awwwww, you saved a kitten!

Actually, the real reason I am posting is to steer you to Dave's 2/24 post here: Discussion:Loss on Foreclosure - 1099-A - What about 2nd?, where he notes that "a short sale is preferable to the borrower because it does less damage to the borrower's credit rating." There are other parts of that post that may apply for you, too.

Trillium 20:40, 16 February 2011 (UTC)

That doesn't ring any bells

I've read plenty of offsite articles about that, though, and I think that was a great starting suggestion. If her credit is already screwed up, then she/you can discount that one side effect of short sale over foreclosure. Too bad.

Trillium 20:55, 16 February 2011 (UTC)

The E stands for Evil?

Maybe the C stands for Constipated? LOL Kevinh5


at least they're not 'Evil', LOL.


Assuming you are filing separate, and her income is in her column, and in both columns you have entered income earned in the other state (which seems to be none), then I would believe the results. I used to think he would have to provide half of his support which with your numbers does not sound like he would, but I don't think that is in the law anymore.

In Proseries I would create two separate returns, by hitting that separating button I fill in three PA-1000s every year. I believe total income must be 35,000 including half of SS....for the disabled, people 65 and over and certain widows 55-64.

Death&Taxes 15:15, 24 February 2011 (UTC)


But you would have to list the support she gave him on that bottom line of the SP.....I am sure you will.....muhahaha

Death&Taxes 16:16, 24 February 2011 (UTC)

And here I was joking

about her support....I am sure this happens fairly often in my clientele where I never even meet the other part, or know about them.

Death&Taxes 17:47, 24 February 2011 (UTC)

NJ wages

I could be wrong but I believe you have to adjust on the NJ return by opening Line 14(?) and then opening it again. I'm not sure using the W-2 entry form will work as easily in that often it brings both sets of wages to NJ and you would end up in the same place again. I get this fairly often.

Death&Taxes 15:00, 9 March 2011 (UTC)

NJ Wages

I guess you will have to do it from the W-2 worksheet on the Federal, and then be careful it does not duplicate wages....that is when you use that worksheet. I have some NJ residents who work in NYC and have 403(b) plans, which are taxable in NJ, so there I make two entries on the W-2 worksheet, but have to do the elimination on that NJ worksheet so they do not duplicate. Life can be such a bitch.

Death&Taxes 15:54, 9 March 2011 (UTC)



Can you possibly shoot me an email address for our fee schedule discussion. Mine is



Fee Schedule

Would you mind emailing me your fee schedule as well? I'm working on revamping mine for next year. My email address is feedback /AT/ (substitute "/AT/" with @, just trying to keep a spambot from getting my email address).

MilTaxEA 15:30, 25 March 2011 (UTC)

Roll Tide

May the newest QB pick by your Jets do as well by them as the great 'Broadway Joe' did! Belle 21:30, 30 April 2011 (UTC)

TXMOD is the most comprehensive

IDRS transcript. Kevinh5

It is covered in depth in Bob McKenzie's

'Representation Before the Collection Division of the IRS' book, and I believe also covered (but not quite as in depth) in Level 2 of NAEA's NTPI. Kevinh5

your questions

Fred, I got your message but don't know how to respond other than this. I didn't really want to put a lot of detail in the discussion other than general location. I'm just outside Asheville (you're in NY???) and my timeframe is current. I've spoken with one other CPA a couple of times but nothing formalized yet. If you'd like more info do you think we could email instead? Thanks. LJACPA 20:04, 1 August 2011 (UTC)

Lap Pool

Fred, I have been sitting on pins & needles for 5 months now. Can you please give me an update? :)


--Wiles 21:42, 25 August 2011 (UTC)

CPA Site Solutions

Hey Fred,

Thanks for the information regarding CPASiteSolutions. We have actually already chosen them as a provider and have been happy so far. They provide some really nice templates. We are still working on some customization and a logo. It's not complete I'll wait before I share the link. I appreciate the suggestions for I will definitely check it out. Now would be the ideal time for us to try something else because we only have a handful of clients using the portal.

Rupert 04:18, 1 November 2011 (UTC)

Tax person in Littleton CO

Hi Fsteincpa, My name is Sarah Matthews and I am a tax professional in the Chicago area. I have a friend who is looking for a tax person in the Littleton CO area for her recently widowed mother. I see you had asked for a referral in a post from Feb, 2010. Did you ever get a good referral for someone in the Littleton area?


I may not have left you my contact info....if you happen to have received a referral in the Littleton CO area. My email is


Hi Fred,

Your question made me think of Terry Gottlieb, an old friend from the Prodigy Tax Gang days of the early 1990s. He's an EA and has a practice in the LA area. I called him and explained your situation. He said he tries to avoid LLCs that have elected corporate treatment or that are in a business involving inventory, but otherwise he would be happy to talk to your client if he could get the information within the next week or so. His e-mail address is, and his phone number is 310-410-1988. His office is near LAX.

I told him I would send you an e-mail and copy him, but now I realize I don't have your e-mail address. Mine is, so if you e-mail him, please cc me so we will all be in touch.

Don't know if Terry will be able to help your client but it is worth a try. KatieJ 19:59, 10 January 2012 (UTC)


Got your cc, thanks. It was a good excuse to touch base with Terry. Hadn't heard from him in a few years. KatieJ 20:29, 10 January 2012 (UTC)


Added CPA to my blog for finding a tax pro - I tend to forget you guys exist :)


Yes, I know Judy Strauss, EA. She was in charge of the conference for the NY EAs a few years ago and had me speak for them. She is a nice lady. Small world. Kevinh5


Curious if you can share the background on that name? Maybe it isn't fit to print? LOL Kevinh5

I heard it from our mutual friend,

Judy. Kevinh5


Some guys in my dorm started calling me 'worm' my freshman year, because I studied so much they thought I was a bookworm. Of course, I also used the name to my advantage whenever I could. Kevinh5

It's Greek ...or is it French?

Libertay Egalitay Fraternitay

Spell Czech

23:40, 28 February 2012

Note from new user "Citizen"

Do not sign up for good accountant? They cannot get you any business. They could not get me any. I am in New Jersey. If they cannot get me anything in New Jersey how they shall get you anything.

19:07, 7 April 2012 User:Citizen

Labelled a few things for you

You had a new user who posted to your page, and added on to Spell Czech's post. I think you may have thought they were from the same source... so I labelled a few things for you. Citizen is (if we take his new post to the Goodaccountants thread as real) a GA victim, I guess?

Trillium 20:15, 7 April 2012 (UTC)

Yeah Buddy, Joisey is...

What you said. You'll note that Trillium has [see just above] intervenoused to reconstruce the misconcorted misille from SeeTeeZen now that the flagellatically garshed messanges have been misreunassigned to the corridgedly natilated rapporteur.

Show your vocabule! Find the *real* word! Win a six-pack!

Spell Czech


You are welcome. I am just west of Rochester.

I too enjoy these little exercises, especially when it comes to NYS and being able to exempt taxes. Now that we are existing more of a virtual world, these tried and true principles do not necessary conform. The state is generally behind the times in keeping up so sometimes you can gain a short period where you can play the rules in your favor.

I grew up in Philly/South Jersey so the idea of paying sales tax on clothing is just ugly to me. And of course when I buy clothing when I visit my family, I report it on my NYS income tax return. To do otherwise would just not be right!

Kbairtax 15:38, 30 April 2012 (UTC)

Minister and IRA

I haven't changed my mind; if the funds do not come from the Church and if the Church does not authorize the payment, I don't see how she can take a parsonage allowance for same. The trustee of the IRA is not the Church board or fund. What I have found is that the church pension often sends a letter with the 1099R giving the possibility.

Death&Taxes 14:27, 9 May 2012 (UTC)


I wish I could help you with PTPs but I have only been on the receiving end of K-1s; It is only me here so I would not think of touching one. Not only that but you have other states involved, or perhaps you would only issue a statement saying x percent came from Alabama, y percent from Iowa etc.

It would be nice to have such an account; perhaps you can partner with someone to do the PTPs and build it into your fee.

Death&Taxes 22:52, 3 July 2012 (UTC)

Depends on the assignment

Fred, it depends on the assignment. I thought he was just going to determine if the garnishment was valid under NJ law, right? The company is in NJ and your client is in NJ?

If it's just to determine if it's a valid garnishment I would say less than an hour. He determines if it's a good garnishment, if it is not, he could write a letter to the company (employer) or fax to them telling them he does not think it's a valid garnishment and that employer should have it checked by their lawyer before starting deductions to client's wages. 1.5 to 2 hours at the most.

Also, the TP himself might be able to challenge in court if it's filed in NJ (what we call a traverse). Obviously at this point the estimate of hours would go up. To what I don't know. It's usually a short hearing BUT the lawyer must sit in court w/ client waiting for the case to be called. The hearing might be short but the wait time long.

Now if this attorney is handling the whole tax resolution matter, then hours would probably be more also.

Big picture: it should not take him much time to determine if this is a valid garnishment, in my opinion. Some lawyers have minimum fees though.

Another thing to remember is that it's up to the client to hire the lawyer, and it's up to the lawyer to explain to the potential client what exactly he will be doing in exchange for his fee. What I'm saying is don't get yourself blamed if the attorney fees exceed what the client expects...the client has the problem so let him hire the lawyer. CrowJD 22:08, 17 July 2012 (UTC)

Credit report

The garnishment is a public record and the credit report companies usually get around to picking up garnishments off the public record. So that is one downside of a garnishment whereas it the payment plan was voluntary the chances are nothing about this would appear on the person's credit report.

However, since the garnishment has already been filed, it's possible the credit bureau would pick it up off of public records even if the garnishment was later dismissed. The reason for this is that the people who do the reporting are not smart enough to understand what a dismissal is.

As far as whether this particular garnishment is valid or not, of course I have no idea but I do see your point if the TP owes the money anyway, why not just let the garnishment run and pay off the tax debt. I just wanted to make you aware that the garnishment would be a public record for the purpose of the TP's credit report.

It's a pity in America today that we don't have the ordinary family lawyer anymore. The general practitioner who knows his or her way around the courts and the state system and the type of lawyer that the client feels comfortable with. He knows who to call to get something done and this saves money and time. We actually do have such lawyers but even they feel the need to pretend to "specialize" because it makes it so much easier to market the practice if you "specialize". CrowJD 14:45, 18 July 2012 (UTC)

Fred, here's the email I sent last night. Maybe I typed the address wrong?


I’d be glad to discuss this with you over the phone on Friday afternoon if you are available. Please give me a number and time to call and I’ll call you. Keep in mind that I’m in Chicago (CDT) when planning the time! Also, I am not an expert at NOL’s, but I have done many over the last few years and feel like I’ve got them down pretty good. Maybe after our conversation I’ll realize that I interpreted the instructions wrong and will know more for next time!


John W. Hollinger, E.A. J&M Consulting, LLC 10 North Martingale Road Suite 400 Schaumburg, IL 60173 Tel: 866-786-1040 Fax: 224-848-6295

Fee Schedule

Hey Fred. I was reading a previous thread and saw that you offered to send your fee schedule. Does that offer still stand? I am looking to start a practice this season and need some guidance on fees. My email is Thanks!

Thanks, but I'll pass also

I have too much to lose with my securities licenses if I advise someone regarding what to hold in their IRAs. I only advise people to NOT hold real estate (except through a REIT). Kevinh5


Hey Fred,

What are you using for a client portal these days? I read some older threads and seems like you were using sharefile at one time, but dropped them to use the built-in portal with your site from CPASiteSolutions.

Rupert 04:19, 9 November 2012 (UTC)

Due Date Monitor

Hi, id love to know what you guys are developing. I have tested a bunch of software products, best so far is manual, I have excel sheets, but its getting too much, I am trying to combine it into access, but the reporting and quires are driving me insane. is my email, name is george. Thanks

A minister's housing allowance

is non-taxable, therefore you can't deduct any expenses from it. It is subject to SE tax, along with their W-2 salary and any net profit from performing weddings, funerals, etc. That portion of a ministers business expenses (mileage, meals, books, etc.) which are apportioned to his non-taxable income (housing allowance) ARE deducted before determining what is left to pay SE tax on.

Your post made it sound like the housing allowance was taxable income, from which living expenses (rent, utilities, mortgage, etc.) are deducted. That is clearly wrong.

Kevinh5 17:23, 11 December 2012 (UTC)

Quite positive.

I have talked with several clergy experts about this very topic. Most tax pros get it wrong. Kevinh5 17:37, 11 December 2012 (UTC)

There is no need for a clergy, even one

who has NOT opted out of SS, to deduct housing expenses from housing allowance AT ALL. Housing expenses are personal living expenses. I think you are confusing the taxability of housing allowance that exceeds housing expenses with something else. Kevinh5 17:47, 11 December 2012 (UTC)

I had some fun with your Dr Seuss discussion.

Hope you don't mind. Kevinh5 02:01, 3 March 2013 (UTC)

Is It Tax Season?

Maybe its tax season, but i was a bit bothered by your approach to this discussion about 990s and change in accounting method. First you respectfully disagree which I took as I must be way off base on the issue, and then you go on to suggest that I am reading too much into it and making much ado about nothing, and that I should Kepp It Simple, Stupid. The instructions to form 990 clearly state that An organization that makes a change in accounting method, regardless of whether it files Form 3115, and that has audited financial statements, must report any adjustment required by section 481(a) on Schedule D (Form 990), Parts XI through XIII, and so I suggest it again in case there is someone out there who may actually want to know what they are supposed to do and not what is commonly done or generally accepted by some. I'm here to learn and help others to learn, and I have learned quite a bit in just the short time that I have been active. The information from the instructions is by far the best guidance to the OP than anything you and I had to say, and it's a shame that it wont be in the discussion. Mhewes 01:45, 7 March 2013 (UTC)

Penna Questionaire

Thanks for thinking of me.....were it May-June I'd grab it but right now, my one person shop, doesn't really have time to answer this. And answering is like treading thru a minefield.

Death&Taxes 19:03, 18 March 2013 (UTC)

Hi Fred,

It sounds like you're having great success with the ScanSnap 1500s. I wouldn't look further unless one bites the dust. You are also putting through more volume through them than I do with my 6130.

If you were looking for a new one, I've got nothing but accolades to sing for the fi-6130 or whatever model may have replaced it. It hums along flawlessly without ever jamming and I've never had a problem of any type. It also came with Adobe Acrobat 9.0 which was a nice freebie at the time.

Best of luck with the rest of the tax season.


Hi! Just found your post regarding the rejected amended return. I have a very similar situation, although I haven't prepared the amended return yet, and was wondering what the final outcome was of your issue a couple of years ago. Did the IRS require the payment of the tax first or were you able to get it straight without going through the extra steps? Any guidance is much appreciated!! bpwSkeeter12619 03:48, 11 July 2013 (UTC)

I got a good chuckle

"Sigmund Freifunk" lol. Why didn't I think of that name? It's perfect. PollyAdler 11:41, 25 July 2013 (UTC)

The H.D.

The H.D. stands for Herr Docktor, so I can change it on my user page to Herr Doktor Seigmund Freifunk.  :) I'll keep posting as H.D. Friefunk so as to save space. Take care! PollyAdler 13:45, 25 July 2013 (UTC)

Engagement letter - Incorporation Sample

I used this sample letter and modify it for my client to sign. Hope it helps.

Engagement letter - Incorporation Sample

I used this sample letter and modify it for my client to sign. Hope it helps.

Engagement letter - Incorporation Sample


I used this sample letter and modify it for my client to sign. Hope it helps.


Non-profit peeps

Hi Fred - thanks for the note regarding a non-profit person in Denver. I have passed along your information. I have now another client who is inquiring about a non-profit he is involved with in Chicago. This is not my forte, so I will be passing along your info to him as well. Thanks again - I am happy to have this network available to me :) Elizabeth Stock

Non-profit peeps

Hi Fred - thanks for the note regarding a non-profit person in Denver. I have passed along your information. I have now another client who is inquiring about a non-profit he is involved with in Chicago. This is not my forte, so I will be passing along your info to him as well. Thanks again - I am happy to have this network available to me :) Elizabeth Stock


Thanks for the nice words. As you know, I am retired. TA keeps me out of trouble, for the most part. I respect your input as well.

Change in ID was because I could not remember my password (and I tried every password I use) and TA did not respond (no surprise) to my request for help. Nilodop 23:56, 4 December 2013 (UTC)

Good ol' ProSeries

Hi Fred,

Just read your glowing praise of the Intuit programmers, absolutely. And I'm finding out today despite my option, all the forms used are listed, including the ones I don't charge.

Goodbye ProSeries

Taxaway 18:19, 31 March 2014 (UTC)

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