1: What is an Enrolled Agent? Top
2: What are your terms for service orders. Is prepayment required? TopEnrolled to Practice Before the IRS. The designation is granted by the Treasury Department and IRS for proving competency in matters of federal tax law, including Income Tax, Estate Tax, Gift Tax, Excise Tax, and miscellaneous tax matters. Practicing Enrolled Agents must adhere to a code of ethics and are required to complete 24 hours per year of continuing professional education (CPE). Excerpt from the IRS web page: "An enrolled agent is a person who has earned the privilege of practicing, that is, representing taxpayers, before the Internal Revenue Service. Enrolled agents, like attorneys and certified public accountants (CPAs), are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can practice before. " To read more, go to: www.irs.ustreas.gov/taxpros/agents/article/0,,id=100710,00.html From the National Association of Enrolled Agents (NAEA): "Enrolled Agents are recognized as tax professionals with technical competency in federal and state tax matters." To learn more about Enrolled Agents, go to: http://www.naea.org/
When your file is ready, attach it to an email and send to gary.bockmon@bockmon.com In the body of the email, include your name, company name, and billing address. If you use Purchase Orders, include the PO number. Otherwise, it will be billed and the invoice sent to the person who contacted us. There's no requirement to prepay for service orders. An exception would be if our research of a new customer indicated there was a credit risk, but that is a rare exception. We hold the ethics of this profession in high regard, and have not been disappointed. When the order is complete, reconciled, and ready to file, we will mail your invoice the same day. Our invoice terms are Net, payable on receipt. We don't expect a large customer to interrupt their normal payables schedule, and many customers pay within 15-30 days of invoice date. 15 days is acceptable; 30 days is pushing it, and we get a little concerned. In our 12 years of business, we've never had an uncollectable debt. 3: What files do you need to convert my W-2's from Quickbooks? Top
There is a Word document on this site which explains the process we use to convert data from Quickbooks and other accounting programs. Go to www.bockmon.com/QBFiles.doc The procedure for Quickbooks works for any accounting program which allows printing of your W-2 files. If you have any questions send me an email at gary.bockmon@bockmon.com
4: My 1099-M data has a lot of different states. Are we required to file anything with these states? Top
5: In what format should I send my data, and what data do you need for conversion? TopStates have different requirements for filing 1099-M, but generally the answer is yes. 26 states participate in the joint federal filing program, and we can format their records into the federal filing. For other states, we sort into separate files by state and file according to their requirements. We can also file your W-2's to states. There is an extra charge for state filing. See www.bockmon.com/pricing.html We can also file with localities. The price is the same as states filing.
There is a drop-box at www.bockmon.com/dataconversion.html that lists the formats that we can convert. We like to say we can convert anything to anything else. Some customers can query their database and send their data in Excel Customers using an accounting program can print to file and send us a prn/text file, which we can process. Others can export their data to Excel If you have questions regarding your software, please send queries to gary.bockmon@bockmon.com In addition to payer information, address, EIN, and billing address, the separate data fields we need are the same as the separate boxes on the form you need filed. We can parse some data fields. For instance, if it's more convenient for you, you can combine a recipient name in one field and we can easily parse it into firstname, middle initial, lastname if the form requires it. We can also parse a full address in a field into street, city, state, zip. 6: How do we contact you to discuss our order, or to get a quote? Top
You can call 830-569-3101 or send e-mail to gary.bockmon@bockmon.com. Our standard price list is described at http://www.bockmon.com/pricing.html If you have 1,000 + forms to file, you should contact us for a discounted quote. Repeat customers sending data in the same format always receive a discount.
7. Does the MAG-C software
support printers connected to a USB port? Top
MAG-C is a 16-bit software system which
operates on various PC platforms. To provide drivers for all devices
supported by the USB interface would be impractical. There is, however, a
procedure available in Windows 2000
and later versions to make a USB printer available to MAG-C. We haven't
fully tested this process, but it is pretty
straight-forward, as outlined below.
NOTE: Since we have not tested this process, we do not guarantee nor
support its use.
Printing to a USB Port on Windows 2000
Method: Assign the USB-connected printer a network name, and then
associate that network name
with an unused LPT port (LPT1 or LPT2). MAG-C will print to the LPT port and
Windows will automatically
redirect the job to the USB printer.
1. The first step is to install the USB printer normally into Windows. The
easiest installation is
when Windows 2000 automatically recognizes the printer. This
typically happens when you're using
a name-brand printer or when the printer had previously been
installed on the computer. In most
situations, you need to be logged in as an administrator, or
as a user with administrator security privileges.
2. Once the printer is installed and the obligatory test pages print correctly,
proceed to the following steps.
3. Find the resource name for the computer.
To find the resource name: Start->Settings->Control
Panel. Double-click on the System icon.
The System Properties panel appears. The panel has several
tabs near the top of the panel. One of
the tabs is labeled Network Identification. Click on that tab
to display the "full computer
name".Resource names are also called network names or share
names. On Windows 2000, computers are
assigned network names even if they aren't attached to a
network. Your computer's network name
might have been assigned by the computer manufacturer, or
maybe by your IT department, or it
might have been assigned when you originally installed
Windows 2000. Substitute your computer's
resource name with computer_name in these instructions.
4. Find the printer's resource name: Start->Settings->Control
Panel->Printers
Generally, the name is assigned during printer installation
and it might have been assigned
automatically. Just like resource (network) names for
computers, printers are assigned network
names even if you're not attached to a network. In these
instructions, substitute printer_name
for the share name assigned to your printer.
Resource names (also called share names or network names) can contain letters,
digits and a few
special characters, like spaces (blanks). If your resource names contain spaces,
use quotation
marks when using a system command, as: net view \\"my computer name"
The double quotes are used to tell Windows 2000 that the words my computer
name belong together.
5. Next, pick an unused LPT port, either LPT1 or LPT2.
6. Open an operating system command prompt (or Start->Run) and enter the system
command. The
operating system command below assumes that LPT1 is an unused
port. At the operating system
prompt, enter the command: net use LPT1 \\computer_name\printer_name
/Persistent:Yes
where:
* LPT1 is the name of the unused parallel printer port. Note
that a colon (:) does not appear
after the port name on the command line.
* \\computer_name is the resource name of the computer that
is attached to the USB printer.
* printer_name is the resource name (share name) of the USB
printer discovered in step 4.
* /Persistent:Yes denotes that this connection should be
reestablished when the system is
rebooted.
The command can be inserted into the autoexec.bat or network login script,
whichever is most
appropriate for your installation. If you do that, eliminate the /Persistent:Yes
parameter
because you're making the connection persistent by using the autoexec.bat or
network login
script.
7. To verify that the connection was successful, enter at the operating system
prompt: net view
\\computer_name
8. From MAG-C, configure your print settings to use the LPT port that you
assigned above (LPT1 or LPT2).
If MAG-C does not print correctly to your USB printer, try the following:
Open the printer configuration panel:
Start->Settings->Control Panel->Printers->
Right Click on the Printer to display its context menu->Choose Properties from
the context menu
Change the data stream from RAW to Text mode, using these steps:
* Choose the Advanced tab or button
* Choose the Print Processor button
* In the Data Type section, change the data type from RAW to
TEXT.
* Apply and Close the printer panel.
Deleting the Connection
To delete the LPT port connection, enter at a system prompt: net use LPT1
/Delete