I am currently working on a book that I hope to have published "traditionally" (not "self-published"). At the beginning of the book I introduce myself to the readers.
Here, for those
of you who are unfamiliar with me, is what I have written -
My name is Robert
D. (for David) Flach.
I was born, in
November of 1953, and raised, and lived most of my life, in metropolitan Jersey
City, New Jersey, across the river from “the big apple”, county seat of Hudson
County, once the “poster child” for political corruption (think Frank Hague and
John V Kenny and the infamous Democratic Party political machine, where it was
almost illegal not to vote Democrat, early and often, every year on Column A of
the election ballot). I also lived for
relatively brief periods in Milburn, Summit, Stirling, and Watchung New
Jersey. In 2012 I moved to rural Hawley
in Northeast Pennsylvania, about an hour from Scranton.
I have been preparing income tax returns
for individuals in all walks of life since February of 1972.
My first encounter with income taxes came
when I was in a freshman at a local Jesuit college. I had taken the first half of Accounting 101,
but had not taken any tax classes. I had
no experience with or education in any aspect of income taxes. I had never even prepared my own simple
returns.
My uncle’s tax professional, James P. Gill,
hired college students during the tax season as “apprentice” preparers. During his annual visit to have his return
prepared, on February 12th (he would always go on Lincoln’s birthday), my uncle
happened to mention that I had taken my first accounting course and that I was
helping him with the books for the non-profit organization for which he
worked. Jim told my uncle to send me in
to see about a job – and the rest is history.
On my initial visit to Jim’s office just
off Journal Square in Jersey City (where the “Jersey Bounce” started) he took
me to a desk, gave me a copy of a client’s previous year’s tax return and a
briefcase full of papers that constituted the current year’s tax “stuff”, and
told me to “jump in and swim”.
If I had a question, I would ask my JP, who
would take the time to explain the answer or send me to find the answer in his
CCH tax library. So, I was self-taught
via on-the-job training. I learned how
to prepare income tax returns in the very best way possible – by preparing
income tax returns. Back then there was
no software – so I learned by preparing returns manually. I firmly believe the best way to learn how to
prepare returns is by preparing them manually.
In my 47+ years in “the business” I have
never prepared a 1040, or any other tax return, using flawed and expensive
commercial tax preparation software.
When asked what software I use I simply say “my brain”. I am truly the last of the dinosaurs, one of
a handful, if not the only, tax professional who still prepares all my 1040s
manually.
The closest I came to using software was
during my brief tenure as a “para-professional” for the then big-eight CPA firm
of Deloitte Haskins + Sells back in the late 1970s. I would fill-in an “input sheet” for a Form
1040 which was generated using Computax.
My reaction back then was that by the time I finished filling in the
input sheet I could have actually prepared the return manually.
At a CPE session in San Antonio MANY years
ago, conducted by legendary veteran tax pro and former director of the IRS
Office of National Public Liaison (a division of the agency that serves as a
link to tax professionals, business associations, taxpayer assistance groups,
and federal agencies) Beanna Whitlock.
She asked the participants if anyone still prepared 1040s manually. Of course, my hand was the only one that went
up. Beanna said she wanted to shake my
hand - because I was the only one in the room who really knew how to prepare
1040s!
I do use commercial general ledger
software, currently QuickBooks. One
thing I learned in transitioning from manual accounting to software back in the
90s – when paying bills manually for clients
I am an “unenrolled” preparer. I am neither a CPA nor an EA. I have never had any desire to audit
financial statements, so I did not become a CPA. And I have never had any desire to represent
taxpayers before the IRS, so I did not become an EA. And I have chosen not to enroll in the IRS
voluntary Annual Filing Season Program (AFSP).
I currently work out of a home office in my
condo in Hawley and am winding down my practice, planning to officially retire
after having completed 50 tax filing seasons.
For your information, I no longer accept any new clients. This book is not being written as a way to
attract new 1040 preparation business.
If you need a tax professional please don’t contact me – my answer would
in every case most definitely be “no”.
I am also a
writer. I have written extensively about
federal income tax planning and preparation, mostly aimed at the average
middle-class taxpayer.
I have been
writing the popular tax blog THE WANDERING TAX PRO (http://wanderingtaxpro.blogspot.com) consistently, except for an annual February
through mid-April tax season hiatus, since July of 2001, after learning about
blogging at that year’s annual conference of the National Association of Tax Professionals
(I have been a member for over 30 years). I also write the non-tax blogs BOBSERVTIONS (https://bobflach.blogspot.com) and TRUMP MUST
GO (http://denouncetrump.blogspot.com).
I have created and write the content for
the websites FIND A TAX PROFESSIONAL (https://www.findataxprofessional.com) and
A TAX PROFESSIONAL FOR TAX REFORM (https://taxprosfortaxreform-com.webs.com). I have also written articles and commentaries
for the publications of the National Association of Tax Professionals and the
newsletter of the NJ chapter and for the online portals THE STREET, TAXPRO
TODAY, ACCOUNTING TODAY, and MEDIA FEED.
And I have written several books, guides and reports on tax planning and
preparation and the tax preparation business.
You can find information on these writings at http://robertdflach.blogspot.com.
After the tax filing season, I enjoy
travel, domestic and international, via all methods (car, bus, train, boat,
airplane), hence my title as the “wandering” tax pro (also because my mind
tends to wander), musical theatre, and watching British, Canadian and
Australian tv mysteries on Acorn.tv.
Any questions?
TTFN
No comments:
Post a Comment