Email processing for 2018

Now that email bankruptcy has reset the inbox, what to do?

I am moving emails into a CSM (that means Client Service Manager) where threads will be kept there for business related conversations.

If a client message comes in the regular email, the goal is to move it into the CSM, then file the email in the email inbox immediately.

How long will this last? Don’t know. I still have emails from the late ’90s on a disk somewhere. I don’t like to throw emails away.

Subscribing to new posts…

Some of my former subscribers will have noticed that there is no subscription service at this time. New readers may be asking for a way to subscribe.

At present, the email subscription is disabled pending an overhaul of the email subscription service. There is a duplication of the various email lists and I am consolidating the multiple lists to make things easier for everyone.

When the email lists have been consolidated, the old email lists will be shut down and the new will be activated. At that time, I will allow new subscribers.1

Now available full time

I want to let my clients know that I am now available full time as a tax professional, as opposed to only certain times during the day.

I am now self-employed as a tax and bookkeeping professional available for hire.

Please feel free to contact me for assistance with your tax and bookkeeping needs.

Do you have a power of attorney

In the past year, I have had several clients’ affairs taken over by family members as they have aged and could not handle routine matters by themselves. But over the last month, I have been faced with a significantly more difficult situation. My client suddenly collapsed – he suffered a stroke and at an early age. This was completely unexpected and he has been unable to communicate, even write, since the stroke.

This presents his family with a difficult problem – he has no power of attorney prepared. There is no way for any of his family to handle his affairs without a power of attorney. His bank has had to put his accounts into trust. I, as his tax preparer, can prepare, but can’t file his tax return. I need a signature from an authorized individual and no one is permitted to sign.

Vehicle Log Book

During the last few weeks, I’ve seen several taxpayers with misunderstandings about record keeping for a vehicle.

The myths

Here are some myths about a vehicle logbook: