jeffmcpa2010
Level 11
12-08-2023
01:58 PM
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When I have clients who have something "out of the blue" that is outside my scope of knowledge and experience, and also appears to be a complicated issue, I generally inform them that I don't have the capability to properly deal with their specific tax issues, and that they will need to find a new preparer who is competent in those issues.
Saves me a lot of sleep and worry.
Best wishes on figuring out the answer to your Clients problem.