Profile

Chris Tax

Name:

Christopher Lee

Website/Blog:

http://www.taxprepfillmore.com/

Recent Forum Topics & Comments (176)
Forum Discussion Posted
Job > Tax Preparer

Interested in Becoming a Tax Prep - Advice?

My advise is go work for someone part time doing income taxes

Chris
Owner CEL Financial Services ... br />http://www.taxprepfillmore.com/christopher-lee-owner-cel ...

4 months ago
Job > Tax Preparer

Tax prparation business and enrolled agent.

I am a CTEC California Income tax preparer. It takes a 60 hour course to get this

Chris
Owner CEL Financial Services
http://www.taxprepfillmore.com/santa ...

4 months ago
Job > Tax Preparer

FeeCollect vs. E-collect

Any type of bank product does take extra time. The big advantage is you should get paid instead of an IOU.

Chris

Owner Cel Financial Services
Tax Return ...

10 months ago
Job > Tax Preparer

will a big franchise , Block, Hewitt, Lib find out if a tax preparer is doing returns on the side?

Doing tax returns on the side while under a non compete is very unethical.

Chris

Owner Cel Financial Services
IRS Registered Tax Return Preparer

12 months ago
Job > Tax Preparer

Getting approved by banks to RAL

I do not have the same rights as an EA or CPA. I am covered by ethics.
I am a CTEC Tax preparer which is basically like a para legal person

Chris

2 years ago
Job > Tax Preparer

Getting approved by banks to RAL

Plus i am not covered by 230 yet

Chris

2 years ago
Job > Tax Preparer

Getting approved by banks to RAL

Me again I know the playing field is changing fast

Chris

2 years ago
Job > Tax Preparer

Getting approved by banks to RAL

Are you sure? This is new to me. I know this administration want to get rid of Rals

Chris

2 years ago
Job > Tax Preparer

Tax preparation software and bank products

Eugene:
Correct, not to get get political. This IRS wants to put an end to the RAL business
and probably all bank products. Basically we need to live with this and ...

2 years ago
Job > Tax Preparer

Getting approved by banks to RAL

I have been doing mainly low end taxes for 5 years.
The playing field has changed.

I see:
The RAL is dead
Pressure to lower fees with the Turbo tax. A ...

2 years ago
Job > Tax Preparer

Getting approved by banks to RAL

Correct

It is getting them in the door
If there is a RAL next yr, it will only be for a small amount
The playing field has changed

Chris

2 years ago
Job > Tax Preparer

Getting approved by banks to RAL

Why to put the refund directly on a pre paid debt card makes alot of sense? They get it as soon as a direct deposit if they do not use a bank product. Pay pal is a bank

Chris

2 years ago
Job > Tax Preparer

Getting approved by banks to RAL

Laughing Out Loud

I know that game Liberty Tax did it when they were issuing RALs
Your retention has to low

The playing field had been changed with no RAls ...

2 years ago
Job > Tax Preparer

Getting approved by banks to RAL

Hi Charles

I think we have chatted here before
How much rain did you get in Redding?
I live in southern California. i was at Grass Valley last Thanksgiving

2 years ago
Job > Tax Preparer

Marketing Ideas

[QUOTE who="SWOhioTaxPro in Dayton, Ohio"]Last year I did over 100 returns part time. My marketing included Facebook, Flyers, yard signs, large portable signs and most ...

2 years ago
Job > Tax Preparer

Marketing Ideas

Any ideas?
hris

2 years ago
Job > Tax Preparer

Tax preparation software and bank products

[QUOTE who="Loretta Milton in Lawrenceville, Georgia"]Chris, email me so we can talk about your experience and what I can do to help you be more successfule ...

3 years ago
Job > Tax Preparer

Marketing Ideas

I am trying to get a marking discussion.
s
I have printed up some half page flyers to leave off at businesses. I realize this is the off season

Any ideas on ...

3 years ago
Job > Tax Preparer

Getting approved by banks to RAL

My email is chrislee552003@yahoo.com

Chris

3 years ago
Job > Tax Preparer

Getting approved by banks to RAL

I agree.

I have been in the tax industry for 5 yrs. I am a product of Liberty Tax Services. This was my first year on my own.

I have a contact with a money lender ...

3 years ago
Job > Tax Preparer

Getting approved by banks to RAL

we are on the same page

The easy way to do this is
Client sets up an account with a third party.
Then you send the third party a signed transfer fee amount form ...

3 years ago
Job > Tax Preparer

Getting approved by banks to RAL

I meant IRS cannot send you directly the tax Fee

3 years ago
Job > Tax Preparer

Getting approved by banks to RAL

That cannot be you are using a third party. The IRS sends refund to 3rd party and 3rd part sends you the tax fee. IRS cannot directly send you a refund.

Chris

3 years ago
Job > Tax Preparer

Getting approved by banks to RAL

Is this a bank product where you have to do bank paper work etc?
They get an account and you get your fee deposited in your account?
also you have to use a specific ...

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

OK

I was told this by service service bureau senor staff person. I was going to be feed 300 to 500 out of state RALs to process.

I am not always a 100 percent correct ...

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

This year the FDIC forced the banks to have you witness bank products signatures

Chris

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

I was under contract this year to do out of state RALs. It did not work out. You do not have to witness a signature on a tax return You. do have to witness a signature on a bank ...

3 years ago
Job > Tax Preparer

REFUNDS TODAY SOFTWARE

[QUOTE who="AJ in Richmond, Virginia"][/QUOTE]

I am marketing my income tax business
I need ideas for off season

Chris

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

Tom and Bob:

I am very impressed with both of you.

I need clients. This is my first year on my own. I did marketing. I am a product of four years with Liberty Tax. I ...

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

Tom

Very impressed with your answer. You know what you are doing The written word can be unclear some time.

Chris

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

Tom I am not being hard with you.

That is illegal. A fee cannot go directly to a Preparer from a refund.It has to go to a third party first. If this was true, why do we we ...

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

Hi Bob

Glad to meet you.

I just started my tax business this year and I need some marketing ideas for the off season

Chris

3 years ago
Job > Tax Preparer

REFUNDS TODAY SOFTWARE

Hi AJ:

As we all know the tax business can get sleazy. I have horror stories too.

I want to focus on marketing during the off season.

I started a thread to ...

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

You have to get EFIN from the IRS to efile Tax returns. We paid our 60.00 PTIN fee last yr. You usually do not have to renew a PTIN. There is no IRS additional education ...

3 years ago
Job > Tax Preparer

Marketing Ideas

I would like to start a new thread on marketing ideas
Marking ideas during the off season.
Is there any way to target customers who have not filed or have received IRS ...

3 years ago
Job > Tax Preparer

Question on importing a 2010 Turbo Tax return

[QUOTE who="Chris Tax in Los Angeles, California"]I am currently using Tax Act and have been happy. I still like turbo tax better. Tax Act costs me $200.00 plus $13.00 ...

3 years ago
Job > Tax Preparer

Question on importing a 2010 Turbo Tax return

I am currently using Tax Act and have been happy. I still like turbo tax better. Tax Act costs me $200.00 plus $13.00 efile fee.

I think buying the preparer edition of ...

3 years ago
Job > Tax Preparer

Legal Liability

The future is going to be trust tax returns for an aging population

Chris

3 years ago
Job > Tax Preparer

Legal Liability

You sound like a great person. I have ethics. There are points in life and in tax preparation where i draw the line.

Customer isn't happy give him the refund and say you are ...

3 years ago
Job > Tax Preparer

Legal Liability

Why is taking a deposit illegal? If you take a deposit and do not finish the task you have to refund it. Keeping the deposit would be illegal. Call CTEC and get the preparers bond ...

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

R Taxes. Are you planning to take your business to the next level
My guess is 300 returns * $150.00 = $45,0000 (close to your Gross Income) What do you do to supplement your ...

3 years ago
Job > Tax Preparer

ITIN filers

The child tax credit is non Refundable credit. The big problem is the additional child credit which is free money.

The argument one gives to a non resident alien to file is ...

3 years ago
Job > Tax Preparer

ITIN filers

I have been reviewing ax code. Amazing how detailed it is.

An ITIN filer is basically( few exceptions) not eligible for standard deduction or EIC. He does get the child ...

3 years ago
Job > Tax Preparer

Legal Liability

Question:

On non resident aliens
If both of the couple are non resident aliens you have they have to itemize not take the standard deduction. That is my understanding ...

3 years ago
Job > Tax Preparer

Getting approved by banks to RAL

I love tax act only problem is they should give you an option to double enter everything

Why change ?

Chris

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

Schedule C you can cheat both ways.

1.Claim money you never made to get EIC and Aditional child credit.
2. Hide money to afford taxes.

Chria

3 years ago
Job > Tax Preparer

Legal Liability

We are on the same Page. I do not participate in Fraud. I have no problem kicking someone out of my office.

EIC and additional child credit is welfare fraud.

Couple ...

3 years ago
Job > Tax Preparer

Legal Liability

Excellent point

I agree. But what is due diligence? I was under contract to do out of state RAL tax returns for a money lender. I called the IRS on the nieces and nephews ...

3 years ago
Job > Tax Preparer

IRS Exam Question

Will IRS Exam I allow me to do Schedule Cs and schedule Es ?

I am a CTEC preparer currently register I have 3 years to pass the exam. My thinking is take it now. The review ...

3 years ago
Job > Tax Preparer

Tax preparation software and bank products

keep preaching

Schedule Cs are usually full of alot of lies. I kick some out of my office. Others I have them sign a disclosure letter they are providing me the truth.

3 years ago

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