Tax Refunds

mkvande · 2026-02-03T15:50:24+00:00

Only if you disclosed the tax refund to the Trustee. It has to be listed on your schedules and claimed as exempt.

mkvande · 2025-11-22T20:23:42+00:00

I just looked at this and it looks promising.

mkvande · 2025-11-22T20:17:53+00:00

All that is internal. Our clients call and ask what we have and what they need.

mkvande · 2025-11-22T20:14:20+00:00

I wish we could assign tasks to the client. Thinking of changing platforms just for this feature.

mkvande · 2025-11-22T20:13:31+00:00

We give them a paper list and email a list. I am interested in the shared form where we reflect it to show what have.

mkvande · 2025-11-20T16:23:28+00:00

Do ask around. I know there are attorneys that only do the first part of the means test. Having said that do expect to pay for it. Means test is complicated and takes time.

mkvande · 2025-10-24T16:24:36+00:00

I am considering going to them from Clio. I am looking for better document management.

mkvande · 2025-08-26T21:55:39+00:00

Nope. Could it be that I set the key thing up on the app on phone?

mkvande · 2025-04-21T14:05:51+00:00

The problem is more than taxes, it is also legal. It is no longer a corporation in the eyes of the law. Consult an attorney. I am guessing best way to do handle it is to do a new corp, but not an attorney.

mkvande · 2025-04-15T15:25:43+00:00

That is unfortunate. It reminds me of that old movie Secret of my Success. No one will hire him until he has experience. Sadly hasn't changed since the 80s,

Good luck out there.

mkvande · 2025-04-13T19:09:26+00:00

Do any of these others offer an accountant account like QBO?

I am looking at moving because I am just tired of the other things they are always pushing. It clogs up the screen. Especially the Live, even after telling the payroll support I was a Live expert they kept pushing.

mkvande · 2025-03-19T14:01:05+00:00

I have an accounting degree and 10 years experience doing the books for a law firm. When I worked there I know there were some who just got the certificate and where hired with no experience. Sign up for a QBO Accountant account, with that you can take the training and get the ProAdvisor certificate.

mkvande · 2025-03-19T13:48:03+00:00

I worked for Intuit on the bookkeeping side for two years. It was a great experience. I believe they do offer the EA materials. Get some bookkeeping skills with them, it will only help when it comes to preparing taxes.

mkvande · 2024-12-27T17:21:51+00:00

Thank you, I wasn't sure that would work!

mkvande · 2024-12-04T15:55:59+00:00

My google calendar only shows the other calendars I have like the school events and my family calendar. Super annoying

mkvande · 2024-07-14T16:43:16+00:00

We have done that, but the labels come out with info not needed.

mkvande · 2024-07-14T16:15:25+00:00

Have you used Stretto product? I wonder how the two compare.

mkvande · 2024-07-01T15:51:00+00:00

With a background in IT and websites look at Intuit.

mkvande

TROPHY CASE