# History_tbl

Note:
Rescheduled appointment with Dr. Lehman to Monday, Mar 27 at 10:45 a.m.  I had missed my appointment on Feb. 15th.


Note:
Appointment Monday, 2/20/2023 for annual exam


Note:
Sent text message:
I believe you have custody of a grandchild.  I need the child’s name, DOB, SSN, and which one of you is she filed under as a dependent?

Also, I can’t seem to find your driver’s license.  I am pretty sure you sent it to me previously, but . . . can you send a picture of it again?  Just the front is fine.

Both corporate returns are done, and I should finish the personal’s today.  Then, I’ll start on 2022.  I’d like to get them done by April 15 so you are on track.
Thank you,


Note:
Sent another text message to Charlie that I need the dl & Ella's info.  He said he's on the way to office and has it with him.  He'll send as soon as he gets there.


Note:
Charlie sent his driver's license and Ella's SSN card


Note:
Email sent:
I realized I never did send the fee schedule like I said.  

Before I get into that though, I have a question or two for you.
1st did you get a call from a Kristina Stevens?  I referred her to you, but didn’t know if she ever called.
2nd, I am realizing I have bit off more than I can chew.  I don’t know enough, nor want to know enough, to do returns, other than either very simple returns and/or payroll returns.  I would like to refer those to ya’ll as needed.

That being said, I have a client who is all discombobulated.  He is coming to me from Tab Burkhalter, who he felt was unresponsive to his needs and charged way too much.  He has two businesses that I set up on IA’s before I left the service.  He really has no clue what he’s doing and has no separation of  business & personal (which I’m working on).  

I need to get his 1120’s, and state stuff done for 2021.  He & his wife file separately because of his tax issues.  I have his books that Tab did from there but need the 2 1120’s & 1040’s done.  What would I be looking at for price & time to do those?  Also, for doing his state stuff on an ongoing basis.

Now, about my stuff . . . 

I’m looking roughly at the following.  Ideally, I want to do want to do representation, maybe simple returns, and payroll for small business & individuals.  Everything else I’d like to refer out.

Collection Case            $  1,500.00 
Trust Fund                  $  1,200.00 
Abatement per period  $     150.00 
OIC                             $  1,600.00 
Appeal                        $  1,200.00 
             
Initial cost is $1,500, from which we will draw expenses as incurred.  
This initial amount is the average and minimum total fee.  There are no refunds of this initial payment.  

Once account drops below $500, you will be required to refill in increments of $250.  Once case is resolved, 
any amount remaining in your account (above the initial fee) will be refunded.
                                             
I have no idea if those rates are astronomical, extremely low, or about average.  So, what do you think?     

And, THANK YOU for taking the time to look over all this for me.


Note:
Charlie called me with Renee on line as well.
We reviewed TNTAP and he showed me where the 2021 F&E was not filed.  I completed it and let him know he needs to review it & submit/pay.


# SensitiveData_tbl

Info:
Username: CTLambert      Password: Charlietl$  
Account #: 08847692         PIN/Code: 9559


Info:
Link: https://www.eftps.gov/eftps/login/loginInitial  -  Password: Charlietl$123  -  PIN/Code: 2890


Info:
Link: https://www.eftps.gov/eftps/login/loginInitial  -  Password: Lambertspie#123  -  PIN/Code: 3615


Info:
Link: www.cpataxatty.com/clientportal1.php  -  Username: charlietlambert@icloud.com  -  Password: charlie$123


Info:
Username: LambertPie             Password:  Bakery$131
Employer No.: 0887 4710         Access Code:   4502


