User talk:PBinNJ

From TaxAlmanac

Your Query

I am just south of you in Ocean Gate, but I practice from home here without a sign or anything. I only do taxes and tax consulting, with some representation. Most of my practice originated in Philadelphia, where I share an office I use perhaps 12 days a year. Most clients are individuals: closest clients to Ocean Gate are two in Bay Head [a columnist for the Star Ledger] and one in Point Pleasant but this is because I moved here, not because they found me. Prior to moving here in late 2003, I lived in suburban Philly and then in late 1998 wife and I moved to Columbia County, NY where I began to use the mail to do most returns. Wife passed away in 2001 from Congestive Heart Failure and I met my current housemate who was living in Lodi, then Lakewood. We bought this house and will marry on the 18th of this coming month on the Anglesea Ave pier here....marriage performed by Mayor Kennedy. Pam, my intended, is Secretary to the First Aid Auxilliary here.

Glad to hear from you.

Death&Taxes 10:08, 31 July 2007 (CDT)

Form 8824 worksheet

I apologize for the delay in responding. I've been out of the office and away from the Board for a couple weeks. I will get that worksheet out to you tomorrow morning when I get back in the office.

We do have it and our Exchange Manual on a mini-disc. If you'd like I could mail that out to you just provide an address to me at sherman@darkscape.net. Otherwise, I'll just email you the worksheet in the morning.

Thanks

Your thoughts were certainly not out of line. I do little or no write up work, only that which I can have my wife put on Quicken and right now that is no more than one person in Philly. In fact I do no pure accounting work at all, depending on taxes to make all of the income. I have three payroll tax returns to do including myself, but one is from Wisconsin.

And strangely aside from two clients in Bay Head and one in Brigantine, I have no clients east of the western edge of the Pine Barrens at the 206 circle on Rte 70. Most of the work comes through the mail but for 12 days between Feb 11th and April 8th I see people at a lawyer's office catty-corner from Independence Hall in Philly. Perhaps another 20-25 clients drive here, some from NYC and Westchester Counties, a couple from the Poconos and some from Philly or south Jersey.

Those who mail come from all over the country, having moved away, or been given my name by someone else they met who moved. I must have eight-ten clients in California. Oddly I do not do enough NJ resident returns to be subject to the mandatory Efile rules.

I also have an assistant who does data entering for 35-40 returns a year, though she lives in Cape May Court House and we communicate by Fedex and email.

I work from my home in Ocean Gate, which I bought in the fall of 2003, nice old Cape Cod in the east end not that near the river. I found it after a client had me look at a property she has owned since 1979. There is no sign on it and I don't advertise here. Since I've been here, I had one person approach me about accounting, a landscaper who did some work for us last summer, but when he insisted I make my check to 'cash' I begged off.

Anyway, I would be happy to be of assistance should you have questions, and if that landscaper ever came back, I at least have a place to send him but maybe I should not. Knowing that you are there, I might also not turn down several who did need more than pushing a button to produce a p & l....like a two person law firm in West Philly who did have Quickbooks but had made a botch of it. I do not have QB except an ancient version.

My numbers are 732-237-9501 [no pick up on weekends], fax 732-237-9503, and email dethNtaxez@msn.com

david lidle

Joining a Category

Hi Paul: Simply go to your user page (select PBinNJ from the very top line of any TaxAlmanac page, or just select "user page" from this one. Select "edit this page" and add the following to the edit box [[Category:New Jersey Residents]]. Click on the save button and you're done!

- Tim Doyle, TaxAlmanac Moderator - Talk to me 14:14, 18 June 2008 (CDT)

CP-2000

The discussion was CP-2000 Puzzle.....I don't know if it will link from here but here is the link

Discussion: CP-2000 Puzzle

Note also in that discussion that Cotopop adopts a totally different method, and please note that the thrust of the discussion is the difference in Service Center competence. I am billing today for the resolution of a CP-2000 from Kansas City, but for which the fax number was Philadelphia....the response came from Philadelphia....it was rather complex and ended in a refund, but two months for such is not bad.

david

Could not find the message

about the NJ K-1....was away most of yesterday. Repost?