Category Archives: CPA

We find all this very interesting

We got hit with a curveball from the IRS last week. Since we have a CPA for our business and personal stuff, we immediately enlisted his help in decifering the screwball letter they sent us. It made absolutely no sense and didn’t contain enough information to be able to track down what they are looking for from 2 years ago. Our CPA says in 30+ years of doing this he has never seen anything like this. Wonder why?! given our current administration. dh and I are now operating under a conspiracy theory given we are white Christians who are self-employed republicans, receive no government handouts who are actually making money in our business and we tithe to our protestant church. Oh, and we pay our obligatory taxes on time every quarter! **Thank you very much!** 8-| I’d just as soon opt of out of it all (govenment interventions like social security and such) and do it all on my own. Again, **Thank you very much!** 8-| It all involves an IRA that was transferred to a different institution via a cashiers check made out to the “new” institution, NOT to us. Our brilliant government says it did not go into a new IRA account. However, they did not provide any institution, account numbers, etc., just an amount. Our broker gathered some info and met with dh this afternoon, as I was leaving the store. As I was leaving he said he had some info but had not yet solved the mystery. Dh and I believe more people like us will become targets of “fishing expeditions”. So can you tell I am upset or what! LOL There were a couple of other minor things in the letter but this mystery is defying us all.

That is all for now. Just had to vent a bit. Thanks for listening.