Just-Lisa-Now-
Level 15
Level 15

I walk my clients though the Federal Information worksheet and gather all their personal information.  Then we work through all their income sources, then their deductions, then whatever else is left in their pile of stuff.

You could purchase the Organizer product and have your clients fill out one of those.  It goes thorough a long interview questionnaire sheet for you to work from.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪