[Board] Fwd: ORI nonprofit tax return

[Steve Conklin]

We cannot file a second extension.

I'll get on the phone tomorrow, first with Dark Horse and then anywhere I
can find someone familiar with CA nonprofits.


On Sun, Nov 12, 2023 at 12:00 PM Steve Conklin <steve at conklinhouse.com>
wrote:

> 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
>>>
>>> _______________________________________________
>>> Board mailing list
>>> Board at lists.openresearch.institute
>>>
>>> http://lists.openresearch.institute/listinfo.cgi/board-openresearch.institute
>>>
>>
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