Switched Keys

A few weeks ago I was playing disc golf at Lindsey when someone mentioned the early history of disc golf in Tyler and how I was a part of it. The discussion went on until it mentioned my involvement in the foundation of RCDC. It's true that I was one of… more »

I have been preparing tax returns for aVITA site for the past three years. In the course of my work there I continue to be amazed at how much tax firms attempt to charge for tax preparation. Taxpayers either can't afford their fees or have resolved from… more »

When advisors talk about business promotion the one thing that I hear the most often is "embrace the social network" and strategically use it to make yourself known. I predict that in the not too distant future the benefits of social networking… more »

When a client comes in for their tax preparation and presents you with a 1099-MISC, what is your response? Unless you are familiar with your client's activities, you should probably ask questions to determine how to handle it. more »

Training for royalty transactions in VITA are brief and instructions for how to enter them in Taxwise are not easy to find. With some trial and error and investigation, I believe I understand how to best enter them in Taxwise. It is rather… more »

Working at VITA is quite a learning experience. Working with the IRS, non-profit organizations are able to offer free tax assistance to low-income individuals via the "Volunteers in Tax Assistance" program. To adequately staff the site, the VITA… more »

After the first week at VITA I came across some issues that might be of interest to other VITA-ites. 1099-MISC There is an option to add Businees/1099-MISC income in the Income page of the Interview, where you add the W-2s and other 1099s. Only use that… more »