rusty-magic
Level 3
‎12-07-2019 02:40 AM

What is the best way to recreate the information?

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sjrcpa
Level 15
‎12-07-2019 02:40 AM

Ask the client a lot of questions. Glean what you can form the past year's records and tax returns he does have.


The more I know the more I don’t know.

View solution in original post

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Marc-TaxMan
Level 8
‎12-07-2019 02:40 AM
Have client ask prior preparer.
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rusty-magic
Level 3
‎12-07-2019 02:40 AM
Sorry. I should have added that prior preparer is deceased.  Thanks.
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Marc-TaxMan
Level 8
‎12-07-2019 02:40 AM
Our mind reading classes are deficient in that department.  Maybe they should add courses.
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rusty-magic
Level 3
‎12-07-2019 02:40 AM
So true.
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IRonMaN
Level 15
‎12-07-2019 02:40 AM
So he shred everything 3 years ago.  Do you have the last 2 or three returns to determine if we are talking big dollars or piddly dollars?

Slava Ukraini!
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IRonMaN
Level 15
‎12-07-2019 02:40 AM
https://www.amazon.com/Winning-Moves-Games-Classic-Ouija/dp/B00EFDXAB4/ref=asc_df_B00EFDXAB4/?tag=hy...
In case you get desparate.

Slava Ukraini!
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rusty-magic
Level 3
‎12-07-2019 02:40 AM
Not sure yet. Meeting this week. Told them not to shred anything else. Thanks
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rusty-magic
Level 3
‎12-07-2019 02:40 AM
I will keep the game in mind   
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IRonMaN
Level 15
‎12-07-2019 02:40 AM
:+1::+1:

Slava Ukraini!
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