I'm working on starting a small tax practice (a one man show).I'd be interested to hear what some of you have done with things like, marketing, getting a busine... read more
My sister and I set up a two Member NJ LLC for estate planning reasons. The only asset is a small vacation home that was owned by our now deceased parents. It i... read more
Collecting engagement letter signatures through Link seems like a great option, but it fails for Individual Married Filing Joint returns as standard practice an... read more
Client opened a 529 education plan for his grandchild. deposited $80K to the account in Sep 2024.then someone told him bcs it's more then $16K he needs to file ... read more
So I offer payroll for small to medium sized businesses and have seen it all almost as far as depositing taxes, 941s, workers comp, W-2s, etc. But I just had a ... read more
Since Intuit is slowly dragging all of us into QBO, Lacerte needs to do the same. We need a way to get Lacerte invoices into QBO. We shouldn't have to do it man... read more
In speaking to the State of New Jersey Department of Taxation, I was informed that one of my clients' returns had their credits for taxes paid to other states d... read more
New client. First time I will prepare return is for 2024. He was referred to me through a professional relationship. Info:- Divorce finalized in July 2024- I as... read more
I see that sometime last night, I crossed over the 30,000 thumb plateau. So that got me thinking about retirement. Based on my age, if I retire next year the 30... read more
We had some new folks on our team this past tax season who weren't given instructions on when/how to use the eFile Estimated Payments Wizard when needed. We kno... read more
I'm getting the error in the top of the screenshot below. I've tried the steps in this article and it's not working.https://accountants.intuit.com/support/en-us... read more
