Unsorted Comments

Unsorted Comments (519)

instant tax

they interviewed me a few years ago. when i pointed out that some of their training was incorrect and would improperly inflate EITC, i was told 'we are NOT in the tax business. we are in the LOAN business. capiche?' Read more...

Microsoft

Why would u believe Microsoft could develop a good operationg system. They have been working on one since Windows 1 for the pc and so far it still hangs etc. So why expect better from a phone op sys. They are a marketing company not one that produces high quality products. Xcel is another good example -- still can not do regression but old Lotus 123 dos version can. Read more...

Block sues Intuit: Pros not Plumbers

I must agree with H&R Block concerning this lawsuit. I have been employed as a Tax Preparer during the Tax Season for several years. The company,and other such companies,I worked for require their employees to take the company's training courses & pass an exam before being allowed to actually prepare any tax return. The exam involves preparing a 1040 tax return. If the employee does not pass the exam then the employee is limited, most generally, in the length of employment &/or required to have each tax return the employee prepares reviewed by the Head Tax Preparer or Office Manager before the return is allowed to be filed. So for Intuit to suggest that I and other tax preparers are not reliable because we are not a CPA, Enrolled Agent, or Tax Lawyer is false and extremely misleading. I have never been told by any individual whose tax return I have prepared that I am unreliable because I am not a CPA,Enrolled Agent or Tax Lawyer. Intuit is not only effecting H&R Block and other tax preparation businesses; Intuiut is also effecting the reputations & livihood of many reliable tax preparers who are not CPAs, Enrolled Agents, or Tax Lawyers with this type of advertising. Also, in my opinion & experince most people who file a tax return in the U.S.A. file the short easier tax forms (1040EZ and 1040A). Niether of these forms Require the tax knowledge of a CPA, Enrolled Agent, or Tax Lawyer. Even the 1040 form / long form really does not Require a CPA, Enrolled Agent, or Tax Lawyer to be filled out and filed correctly. Intuit's ad is simply false,misleading and should not be allowed to continue. Read more...

TaxWorks 2012 program

I delayed installation to avoid the bugs. After waiting 1hr and 10 minutes for support, I found that I could not edit the Organizer Letter. The support tech tried but after checking had to report that it could not be done. This prevented me from batch mailing my organizers. There was no excuse for this since it had nothing to do with the IRS or government delays. This and other areas of the new program should have been corrected long before the release. Further, the support tech was told to get off the phone by his supervisor. This is not acceptable. I do not know how TaxWorks will overcome the existing problem and whether I will be able to give my clients the service they deserve. Is there a company that uses a program similar to the old (2011) Taxworks program? I need a lifeline. H&R Block has ruined a wonderful company. Read more...

Today we are told that our offices system need upgreaded

Redgear tested the server and work stations back around the 1st of December and we were told it would work for Taxworks 2012. Today we are told we have to get all new computers a update the operating systems. So now you have to have Quad Core CPU's on all workstations. Minimum of Windows 7 and the Server should be 2008R2. So if we want to try replacing everything in the middle of tax season and spending 20K plus to see if this will fix Redgear's failure. I think they have no clue what they are doing and are grasping in desperation at our expense. Read more...

Make the Shift to Trusted Business Advisor

Hi Mark-this article describes what I do, and my LinkedIn profile/resume and our discussion back it up. As the article says, timing is everything--are your ready to talk? Thanks, Randy Read more...

Pizza Hut vs Dominos

Is this a case of the pot calling the kettle black? Absolutely. A quality CPA or other qualified tax preparer who understands your business and/or goals is a requirement if you have or expect any sort of complexity in your financial life. We find that professional tax payers know better. Read more...

TaxWorks

I agree wholeheartedly with Ken Nowers. The company's support staff busted their backside to help me get up and running - which I really appreciate. But I could not risk a tax season on unreliable software. When I requested a refund from TaxWorks (by email on a Saturday), I received a check the following Tuesday. Kudos to the company for their high standard regarding business ethics. Read more...

ATX has similar software problems

Has anyone else been experincing massive software problems with ATX? It is really messing up our season because we can't trust it. They have shut down their customer service department so you can't discuss problems with them Read more...

Amen - Being a Trusted Advisor Requires More

I agree with you that it takes some concrete steps for the concept of being a TBA to become reality. My own perspective, which ties with these thoughts, is to look at Tools, Process, and Resources. I see it breaking down this way: Tools - as you noted with cloud accounting solutions, the TBA goal isn't truly realized unless leverage and change what you do. And it may require companion tools to unlock the information. Process - many accountants don't even unlock the workflow efficiency because they don't change their process, and never get to the next step of TBA Resources - each accountant can't be expert in everything - more than ever they need to leverage a network of resources to apply the right solution to the right client at the right time. I hope your article sparks more practitioners to take a hard look at the issues of what it takes to "get to TBA" - really. Read more...

Visit other PMG Sites:

PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.
Ok Decline