Special Notice

Special Notice

 

Orange Door, Inc.

 

February 19, 2007

 

Dear Orange Door, Inc. Users and Prospective Users,

We started Orange Door, Inc. nearly three years ago to meet the needs of the small accountant. We would like to thank all of you for the intense interest and wonderful support we have received. It has been a wonderful experience getting to know you, and to understand your needs, desires and frustrations. Today, we are releasing an advanced version Orange Tax Suite Pro 2006, a product that we hope will be a catalyst for change in the industry.

For the 2006, we are providing support for filing individual returns from the following states:

AZ

CA

GA

HI

IL

KY

LA

MA

MD

MN

NC

NJ

NY

PA

SC

VA

WV

VA

 

We are continuing to roll out new exciting features, and invite you to participate by giving us your suggestions. Thank you again for your enthusiasm and input. Drop us a line anytime – our door is always open for you.

 

Sincerely,

 

Sharra Chan, CEO, and the rest of the Orange Door, Inc. team

 

Ethics and Best Practices

Hello ODIer’s!

Have you ever had an audit that you weren’t sure how to handle? How about an EIC return gone wrong? Disputes over your advertised refund times? Not sure how to deal when the IRS asks questions?

If you are shaky on any of these questions, consider enrolling in a course with with Fred Westcott, EA. Fred is one of our users in the San Bernardino, CA area with several years of experience dealing with the IRS on tricky issues. For only $299, you’ll get a complete ethics and best practices course and personalized audit of your firm.

Topics include:

• Advertising issues, claims of refund speed, use of the IRS logos, claims of special relationship with IRS
• Error handling between the ERO and tax form preparer; limits to ERO authority to correct errors
• Linkage between refund and refund loans in marketing and representing them as loans
• Match up errors in SS name and number; establishment of identity
• Electronic debit and credit with financial organizations that do not qualify or accept them; identity issues in joint accounts
• Conflict of interest in partnership or subchapter S processing
• Conflict of interest in divorce or separation cases
• Limited due process for verification of qualifying persons for EIC, Child credit, etc.; split custody or missing parents issues; question of correct relationship to qualifying child.
• Privacy issues regarding taxpayer information; permission forms in place and archived for the required time; forms filed within the time allowed

Fred also offers follow-on consulting including:

• Repeated quick audits during the tax year as needed, especially before a scheduled IRS audit.
• Updated short courses responding to any IRS special focus exercises in response to problems they find in the field audits.
• On-site assistance to the Responsible Officer during an IRS audit.
• Response to the IRS audit report and request for information.
• Negotiation of any notice of proposed sanctions
• EA services for complex tax returns, special problems, tax returns requiring an opinion or tax regulation interpretation notice, returns of tax clients with payment problems, bankruptcy or potential bankruptcy issues requiring negotiation with the IRS and/or the bankruptcy court, audits of returns processed in prior years.

Course are available by appointment only.

For more information, please contact us at 650-952-1773 or e-mail gabe@orangedoorinc.com.

Who is Fred Westcott?

Enrolled Agent, tax columnist, teacher, consultant, negotiator.

Professor of practical ethics and best business practices to students at university levels and on-the-job. Syndicated columnist and recognized authority on tax matters critical to international audience in monthly MoneyWorks column. Tax and financial consultant to foundations, small businesses and individuals for 30 years. Advocate for taxpayers in resolution of tax and financial disputes with IRS and other government agencies. See www.fwcv.info for full story.

Greetings from Orange Door, Inc.!

We’re racing to the finish line, and just about ready to launch here at Orange Door, Inc. We’re all excited for Orange Tax Suite Pro’s launch. I am truly grateful for all of the enthusiasm and support that you have given to us. So many people have written off the accounting world as technology-phobic, but we discovered the truth; we are ready to disprove that notion.

Orange Tax Suite Pro is our first step in enabling you with powerful and unique technology; this blog is our first step in creating an interactive community of Orange Door, Inc.’s practitioners.

A key part of Orange Door, Inc.’s mission is to bring together people with diverse backgrounds and specialties; to create a learning and facilitative environment for our users and other practitioners at large.

I encourage you to comment on Orange Door, Inc. and Orange Tax Suite Pro, as well as pose questions and have discussions with each other. The User’s Page is meant to be a sounding board for all of your feedback, comments, frustrations, and suggestions. Please use it often.

As always, we are eager to hear from you, and to help you find ways to create the practice you’ve always wanted.

Thank you and enjoy!

Gabriel Lau

CBDO

Orange Door, Inc.