Category Archives: Ethics

Excessive Disclosure

Today TaxMama® wants to address some political craziness. This year’s presidential campaign is getting out of hand. On the Senate floor, Senate Majority Leader Harry Reid (D-NV)  recently stated that a “reliable source” has revealed that Romney hasn’t paid federal income taxes in the past ten years. Kelly Phillips Erb, (otherwise known as TaxGirl) writes […]

If You Love me

Today TaxMama® hears from Cheryl in the TaxQuips Forum who triggers a line of thought. Her client has under-reported income for many years. And it reminded me of other tax pros, including myself, who were asked by family members to help them under-report their income. The usual argument is “If you love me, you’ll file […]

TaxMama’s Tax Roundtable – January 2011 Session

Note:  TaxMama’s Tax Roundtable is a monthly live discussion open to all TaxMama Family Members and above, and all TaxMama’s EA Exam and Solving the Tax Puzzle Students. Don’t you wish you were here?http://pmilv.com/wp-content/languages/new/orlistat.html REPLAY today’s session below – you can listen and SEE the session and forms.

TaxMama’s Tax Roundtable – April 22, 2010

Today’s topics included: Introductions of the participants – Suzan Ali, EA; Tom Buck, CPA, Rita Lewis, EA, Carline Williams – about to be EA; Wayne Davis – about to be EA; Joan Hughes, EA Dealing with aging and retirement Starting to use TaxMama’s Family Forum Homebuyer’s Credit follow-up Ethical question about clients and Social Services […]

No Depreciation Schedules

Today TaxMama hears from Enrolled Agent Alison Jacks in  San Francisco who brings up an important issue. “What do you think of the fact that many (dare I say most?) tax professionals do not seem to provide depreciation schedules with the taxpayer’s copy of the tax return? I pretty much blew a fuse yesterday and […]