u/theusername1258

How are you calculating the refund if a client has been on an installment agreement for a few years? We have a client that was assessed penalties and interest of roughly $17,000 and has currently paid down their balance by nearly 30%.

I vaguely remember payments are related to penalties, then interest, then the tax but can't remember exactly and curious how everyone else is calculating these refunds. We'll do an abatement for them as well.

I received my CAF about 5 years ago and since then filed a few POA but haven't for at least 2 years. I recently tried to file for transcripts on my tax pro account but the CAF check came back as failed. Has anyone had this issue?

For the clients who don't want to do a protective refund claim and would rather file the 843, how are you calculating the penalties and interest? Requesting a transcript?

I know this has been mentioned many times and understand why its not a thing but damn do I wish as business owners we could leave a review for a shitty customer or exemployee. Its crazy how many ways businesses can be reviewed or reported but employees and customers that screw you are just on to the next business down the street.

Usually I dont care but getting tired of bending over backwards especially for old employees that get caught lying, stealing, or flat out not caring.

Lesson I learned the hard way, there are more bad people to work with then good ones, dont give them the opportunity to do wrong by you if you cant shrug it off when they do.

How have you dodged bad potential employees after putting them through multiple interviews with 2 team members?

For the small solo brokers or once small solo brokers that dont have a niche, do you have carriers you work with consistently to get good lane pricing? If so, how did you get your first few shippers without having an established carrier and quoting off DAT or truckstop?

We tried quoting a few local customers and keep losing a lane. Another brokers all in price is cheaper then a driver we can find on a $800 lane.

What is your sales cycle with a potential customer?

Call, Qualify, Build Rapport, Get Recent Invoice, Quote lane?

I'm getting to the point people are willing to send us an invoice to quote a previous lane but only about 10% follow through to send it. I'm finding conversations are dying there until I follow up a day or two later then they don't pick up.

We have a new carrier we are working with who has been vetted and moved loads for our new client before.

I spoke with him earlier this week, we agreed on a price. I called Friday to confirm price is still good and if they can do it Monday morning. Its confirmed over phone and I email him the details. He said he'll need to double check the price and will let us know.

I tried texting him to get the updated price and confirm receipt with no response but when I called yesterday he confirmed one of their drivers are available and can move the load but no updated price.

Am I asking for too much for him to confirm the price and availability over email since he said he'll let us know if the price changed or is this typical?

A lawyer setup an LLC for a client as a SMLLC but the EIN was for a partnership. I'm trying to figure out the best way to fix this but not sure if we should get a new partnership or potentially file a 8832 correcting the issue.

I've tried calling the IRS and speaking with a colleague but both didn't know. Does anyone have any reading material or know the best way to fix this?

The issue is the LLC is owned by an S Corporation and they transferred properties with gains to the LLC; thankfully moving forward things are correct but the EIN reporting is the issue I'm not sure how to resolve, or am I making a big fuse over nothing and they should just get a new EIN

As the title says. We ask about capacity and on time delivery but they say they don't mind a few extra days. I understand not everyone is an idea client but how have you convinced a shipper from using local drivers to working with you?