ljr
Level 9
10-18-2022
12:33 PM
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I'm sorry to hear of your grandmothers passing. You will need to get your own efin and PTIN number. You have not said if you have been doing tax returns before to be able to take over her clients. Wishing you good luck and success. Tax clients are going to be asking YOU what type of entity they should be and the differences/requirements/pros and cons of each you should be familiar with.