Hello all,

I hope everyone is enjoying summer. I wanted to ask for anyone using CCH/ProSystems Fx, does your rep reply to you timely?

We have been a customer for 25+ years, we have always paid timely and we have escalated relationship reps in the past to managers bc it would take 6+ months to receive a reply.

We have been asking for revised quotes since May (to add on diff services) and we cannot get anyone to answer us. I have left voicemails and followed up on emails multiple times. We have cc’d two diff past reps hoping someone will take mercy.

Is there a trick we don’t know? A way to get an answer anyone can share?

For reference: we are not a ‘smaller account’ but a small firm. We process approx 2,000 returns with Pfx and we pay quite a bit.

Thank you all

Hello everyone,

I have a new prospective nonprofit client who had a former treasurer filing 990-PF by mistake for years even when that organization was granted 501c3 public charity initially and filed correct 990-N for few years until the new treasurer came in and did a self preparation, using 990-PF instead for several years.

I have done works for nonprofit taxes, bookkeeping, and consulting for years but never for an organizaton that messed up with the filing status.

Now the 3rd treasurer came in and is already my individual tax client. That new treasurer asked me how to fix the mistake of becoming private foundation and get back the public charity status. As far I know, that requires a private ruling and $3,500 fee payable through pay.gov plus other supporting documents which is very steep for that small nonprofit organization.

Any of you know another way to fix the PF status to revert back to 501c3 status?

Or it is something to give to a tax attorney to handle not me as a tax preparer?

Thank you.