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The new improved ATX software less than impressive

I have used ATX for over 13 years. This new "format" does NOT impress me. It has made payroll rtns impossible or at least very time consuming to generate rtns like 1099's and w-2's. I WAS thinking of buying their bookkeeping software- but I will not now. Tom P MBA Read more...

PTIN renewals

I don't mind the renewal process, or even completing the additional annual course requirements. But I'm totally against the IRS levying a fee on ME to comply with their requirement. It used to be $69, and I had a problem with that, now it's several HUNDRED dollars more! Read more...

California PTIN's & CPE ???

Hmmm ... What if you are not a resident of California, but you prepare a couple of California tax returns? Are California non-resident preparers required to register and obtain the 20 hours of CPE? Read more...

Intuit vs Block

The writer of the following sentence gives the appearance that proofreading has become outlawed: "Block claimed the ads left a false impressed that its preparers were not well trained, nor were they tax experts." The judges in the Kansas City Federal court, on the other hand, provide an impression that a federal judge needs neither knowledge or experience. We all know that "justice is blind" on occasion, but I wasn't aware that judges are required to be ignorant, blind and absurdly uninformed. Anyone familiar with Block's system knows that ALL its tax preparers take a 3 month course, and are required to prepare at least 30 practice tax returns, take numerous exams and quizzes, midterms and finals, both open and closed book. You do not need to be a Block employee to know that. I think that the average court, city council and government would be greatly improved if experienced tax preparers were to make up such bodies. That's because, to be a tax preparer, you need to have measure of judgment, a sense of balance, a sense of right and wrong, and understading of numerous subject matters such as finance, insurance, law, accounting, bookkeeping, healthcare, computers, business, in addition to tax knowledge, math skills, people skills, and patience. Many of these attributes are somewhat lacking in the legal and political professions at large. True enough, there are aspects of tax preparation that include repetitive and easily acquired data entry skills, but that's only a small part of the story. Read more...

Generate Revenue from Existing Customers

Michele has brought up a great point. Our profession is built on word of mouth. Sending one time promotional material versus ongoing tax planning tips or due date reminders can quickly diminish the results of your marketing. ClientWhys most successful customers stay in touch at least once a month. The most successful firms touch base weekly or bi-weekly. They share blog articles, post on social media and are much more visible to their clients. Based on the size and success of these firms, it seems to be working. Word of mouth just gets passed on faster in the electronic age. Read more...

I think they tried!

I used TaxWorks software for the 2011 filing season and was very pleased. I also attended the users'conference in Utah and was very impressed with the folks that I met. However, after the conference, I don't think that I learned anything except that management was touting "the next best thing". In all fairness, I spent countless hours with tier 2 and 3 tech support and these folks busted their backside to help me out. I just don't think that they had a stable product to support. Reluctantly, I chose another vendor and requested a refund from TaxWorks. I had a check within three days! Even though the product is less than expected, the customer service and response to my emails has been exceptional. I wish the company well and sincerely hope that they can solve their problems. Read more...

Preparer injunction

On account of this mess I am planning on not preparing taxes after Dec 2013. I have been doing it since 1973. The thing that bothers me the most is I have complied with the state of California requirements, filed my state registration timely, taken the required test each year and the IRS does not recognize that Calif does have continuing ed. There are only a few other states that require it from what I understand. Read more...

TurboTax CPA Select

These prices are great for CPAs who practice in rural America, off the grid. Read more...

TEST FOR PAID PREPARERS

I work for a large income tax service and my employer requires periodic testing. That should be enough! I am tested and I do keep up with the regulations! Read more...

TaxWorks issues

For me, the biggest disappointment is the total lack of response from TaxWorks. I have tried phone, email, live chat and even the fax machine is turned off. Now I am trying snail mail. Does management think by avoiding their customers the problem will go away? Do they have a product that is so awesome we will forgive them this month of hell that seems to have no end? Do you think there is a class action lawsuit in the works as we start to lose clients because we cannot deliver a timely tax return? Read more...

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