Alabama Chapter

Chapter President

Sheila Sutton, EA
567 N Brindlee Mountain Pkwy
Arab, AL 35106
Phone: 256.586.2366

Chapter Announcements

2020 AFSP Study Session - 12/4/2019Yes11/20/2019 1:14 PM
Picture Placeholder: Rhonda Cox
  • Rhonda Cox
25/27/2019 6:57 PM

​I just wanted to say that I really enjoyed meeting the members of the Alabama Chapter at the 2019 Spring Fling . I look forward to the conference on November.

There was good food and good people and lots of knowledge being put in the atmosphere.

I applied for one of the schloarships and hope that I am considered.​

 Rhonda Cox

R Cox Financial Service LLC

Sheila M Sutton, EA6/13/2019 8:38 PMNo
Picture Placeholder: Gerrie L Wallace
  • Gerrie L Wallace
26/8/2018 3:55 PM

​The AL HB384 seems to have the potential for fairly large refunds for AL residents with other state income. Am I correct?

I'm stressing because the guidance seems to indicated that returns for 2013-2017 affected by this change have to be in by June 30.

Anyone out there with more info than I?

Kathy R Hallford, EA6/26/2018 2:17 PMNo
Picture Placeholder: Theresa Davis Henderson, AFSP
  • Theresa Davis Henderson, AFSP
22/26/2018 8:25 PM

Where would the reforestation expenses that are included on Federal Form ​​1040  Line 36 ​be deducted on the Alabama Form 40?

Theresa Davis Henderson, AFSP3/7/2018 4:24 PMNo
Picture Placeholder: Sheila M Sutton, EA
  • Sheila M Sutton, EA
22/2/2016 8:17 AM

Calling ALL Tax Professionals!!  Come join the AL NATP Chapter May 2-4, 2016 in Orange Beach AL for our Spring Fling Education Seminar.  We have an exciting agenda planned with 16 CPE's available.  See our January 2016 Newsletter for our Guest Speaker Bios, our Approved Agenda, and our Registration Form.    We have Early Bird Pricing, so don't miss out on it.  Or you may register here​

John Bellotti2/2/2016 6:51 PMNo
Picture Placeholder: Kathy R Hallford, EA
  • Kathy R Hallford, EA
06/26/2015 8:36 PM

​Interested in passing the Enrolled Agent SEE Exams???

Take a few minutes and complete our survey and let us know.

Copy and past the following link:​

Feel free to contact me if you have any uestions regarding the survey or the Course.

Kathy Hallford, EA

AL NATP Education Chairman


6/26/2015 8:36 PMNo
Picture Placeholder: Kathy R Hallford, EA
  • Kathy R Hallford, EA
06/26/2015 8:30 PM

The Alabama Chapter Education Cimmittee would like to hear from you, "our members".  With the discontinuance of the RTRP designation, many tax preparers are once again limited in their represention of their clients.  As an enrolled agent you will have the privilege of "unrestricted representation" before the Internal Revenue Service. The Enrolled Agent status is the highest credential the IRS awards and is subject to IRS Circular 230.

​Please take 3 minutes and let us know if you, someone in your office or someone you know would be interested in taking a course to be better prepared to pass the Enrolled Agent Exams, SEE.  Click on the link below to complete the survey.

Copy and paste the link below to complete and submit your survey.

Thank you,

Kathy R Hallford, EA

AL NATP Education Chairman

6/26/2015 8:30 PMNo
Picture Placeholder: James M Kronenberg, MBA,CPA,EA
  • James M Kronenberg, MBA,CPA,EA
07/11/2014 3:08 PM

​Wondering if Jury Duty returned to employer by employee is considered to be a qualifying "Adjustments to Income" for reporting on AL form 40 pg. 2 Part II ? 

Jury duty repayment by employee to employer is not specifically identified in the AL form 40 instructions under the "Adjustments to Income"

If not qualifying "Adjustments to Income", is an amount repaid by employee of $3,000 or more (highly unlikely given jury duty pay rates) qualify as a claim of right deduction on AL Schedule A (form 40) reported on line 25 "Other Miscellaneous Deductions" ?

Thanks for any feedback on this matter !

7/11/2014 3:08 PMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
19/27/2013 9:28 AM

Please use this discussion board for discussions specifically relating to the Alabama Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Kathy R Hallford, EA4/25/2014 10:20 PMNo
Picture: Megan Sonicksen, PFS
  • Megan Sonicksen, PFS
012/6/2013 10:16 AM

With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.


Megan Sonicksen, NATP Tax Communications​

12/6/2013 10:16 AMNo
eweb keepalive image