Sixth Time is a Charm

Alan is a sole practitioner based in Central Ohio. He made a career change at 40 after working as a journalist for more than 15 years. Alan started his practice in May 2010 and currently focuses on not-for-profit organizations, individuals and small businesses. He has helped a number of nonprofits obtain their tax-exempt status and assisted others with their audit, compliance and tax needs. Alan has overcome many obstacles, and has spent the past 11 years primarily as an auditor. He also has worked on audits of financial institutions, closely-held businesses and began his second career as an ABL field examiner.

Sole practitioner moderator

11/02/2011 - 12:43 - 429 reads

I spend a good portion of time on LinkedIn, which I discovered in 2006 during a job search. I have seen the site grow as a destination and add features such as Groups.

Earlier this year, a group was started for those of us that are in business for ourselves: CPAs Sole Practitioners.

PTIN and EFIN - Year 2

10/28/2011 - 18:11 - 548 reads

I had actually looked forward to the day the IRS let me renew my preparer identification number. Don't ask me why, perhaps I couldn't wait to get it over with. I can recall the number of preparers who complained about the PTIN process. Some needed days to enroll, others needed weeks and some never bothered.

IRS payroll tax relief program makes sense

09/21/2011 - 16:05 - 826 reads

The IRS is making an effort to help employers comply with worker classification and settle payroll tax issues from past years at a reduced cost.

The Voluntary Classification Settlement Program ("VCSP") was launched today (Wednesday). Under the program, many businesses, nonprofits and government entities will be able to properly treat their workers – currently classified as nonemployees or independent contractors - as employees.

Has potential default already claimed the IRS?

08/01/2011 - 15:59 - 778 reads

Early this (Monday) morning I called the IRS in regard to a notice regarding a client inquiry. The phone line picked up, but there was silence followed by a dial tone. I didn't think anything of it until I called the tax-exempt service line in the afternoon. I was greeted with the following recording:

"Thank you for calling the Internal Revenue Service. Due to circumstances beyond our control, we cannot answer your call at the present time. We apologize for any inconvenience. Please try your call again later."

Loss of Exempt Status is One Big Mess

07/22/2011 - 15:33 - 800 reads

For those of you who missed it, the IRS made its first additions to the list of organizations that had their tax-exempt status revoked. In Ohio, for example, the number of organizations swelled 17 percent. The number of organizations nationwide that have lost their tax-exempt status has likely exceeded 300,000.

Before the first list was released in June, I had one tax-exempt application under IRS review and four in process. As of today, I have received one IRS determination letter and have seven applications in process – and I expect a few more.

Sole practitioner moderator

PTIN and EFIN - Year 2

IRS payroll tax relief program makes sense

Has potential default already claimed the IRS?

Loss of Exempt Status is One Big Mess

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