Bryan Kellar wrote:

- quote -

Yeah, I think you are right about that.

MTW

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"MTW" <mtwingcpa[at]yahoo.com> wrote:

- quote -

Actually, if the issue were such that you would decline to
do the return, I as a client would take my chances on having
you look up the necessary information and do it anyway over
choosing a randomly chosen part-time tax employee at a chain
store office. Even if they *are* in the state in question.
Just a thought.

Bryan

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ukcats4218016[at]yahoo.com wrote:

- quote -

Few of my clients would meet that applicable guidelines.
Typically, their income is too high and/or they are engaged
in business activities.

MTW

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<< traalf...[at]aol.com wrote:

- quote -

Block, Hewitt, Liberty, et al... >
gotcha, so I really shouldn't answered as I'm not with a
"chain", LOL

Speaking of Liberty, and no offense meant to anyone on list
who works with or for them. We have a recently opened
Liberty Tax Service office near to our home. When we drive
by we always get a laugh out of the poor schmucks that work
there having to don either the Uncle Sam or Statue of
Liberty costumes and stand on the street corner waving signs
advertising the office being there and now open. It makes
it a tad more laughable that when we go by the office
storefront, there's no one in there manning the desks or
having work done...

either way, yes our firm will do an incomplete engagement,
but will so notate on our engagement letter.

Dave

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- quote -

I know a number of people have had success turning to AARP
for help with their taxes. I would think they could offer
you the greatest help in this situation.

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traalfaz2[at]aol.com wrote:

- quote -

Block, Hewitt, Liberty, et al...

MTW

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Rhickey wrote:

- quote -

Thanks, that was exactly the information I was looking for
(and the result that I more/less expected). <grin
MTW

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- quote -

chain, what do you mean?

- quote -

at our firm we will prepare a state return based on a
client's self prepared or other paid prepared federal
return, as well as preparing partial returns, i.e. doing a
schedule D or E only. BUT, we also have it stipulated in the
engagement letter (note to others on the NG you DO have an
engaement letter for each return you prepare, right?)
specifiying that we will only vouch for or defend from audit
the portion(s) of the return we prepared and not the return
in toto..

If you're specifically asking if I'll do one for you that
you send me, NO, I've got enough work already. If you ain't
in to see us by 4-1 this year you're getting extended!

Dave

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MTW wrote:

- quote -

The complexity of a state return for a given federal return
varies greatly from state to state.

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"MTW" <mtwingcpa[at]yahoo.com> wrote:

- quote -

At the two block districts in which I have worked, we would
input the data for a complete Federal return, followed by
the state(s).

Computer then generates a bill based on the forms entered
and their complexity.

The result is the same as a cold walk-in.

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MTW wrote:

- quote -

You might want to check out TaxAide if you qualify:
http://www.aarp.org/money/taxaide/taxpreparation/

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I am curious as to whether any of you "chain" preparers out
there are willing to prepare a state return ONLY, and do so
at a reasonable cost?

For example, assume that I have prepared the client's
federal return, but have elected not to do the state
(because I lack local knowledge). Would you be willing to
prepare the state return only? I would consider a reasonable
cost for this to be under $100 (assuming a return of
moderate complexity).

MTW

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