[Board] Fwd: ORI nonprofit tax return

[Steve Conklin]

I think we should contact the firm and explain our situation and ask them
what they're going to do to make this right. I can do that Monday.
If they don't step up with an immediate answer, I'll look for someone else.

The reason he was ideal was because when I started looking at last year's
returns, I couldn't reconcile the numbers in it with our actual accounts
for year beginning and year end. I wasn't sure whether assets somehow got
counted in ways I don't understand (I'm not an accountant). I think there's
a chance we'll have to file an amended return for 2021. I want to pay a
professional to do this.

I think perhaps we can file another extension - I'll look into that

Steve


On Sun, Nov 12, 2023 at 10:25 AM Michelle Thompson <
mountain.michelle at gmail.com> wrote:

> I'm baffled. He was good the year before.
>
> We have very little time to file before the deadline (15th November) if he
> doesn't.
>
> We've communicated and been responsive. I hope he's OK, but the firm has a
> variety of accountants. We should have been assigned another one if he was
> incapacitated.
>
> Thoughts?
>
> Volunteers to complete the 990 "lite"?
>
> Anyone know an accountant that would take this on last minute, just in
> case he doesn't surface tomorrow with everything done?
>
> -Michelle
>
> On Sun, Nov 12, 2023, 07:22 Steve Conklin <steve at conklinhouse.com> wrote:
>
>> Here's email I sent to Erik three days ago, and forgot to cc the board
>> list
>>
>> ---------- Forwarded message ---------
>> From: Steve Conklin <steve at conklinhouse.com>
>> Date: Thu, Nov 9, 2023 at 12:04 PM
>> Subject: ORI nonprofit tax return
>> To: Erik Hegstad <erik at darkhorse.cpa>
>>
>>
>> Erik,
>>
>> Do you intend to prepare the tax returns for Open Research Institute?
>>
>> If not then please be up front and let me know, and I'll find another
>> solution. We will provide any support you need regarding access to QB.
>>
>> Thanks,
>>
>> Steve Conklin
>>
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>>
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>
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