George4Tacks
Level 15
01-07-2021
11:16 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
I assume you are the "tech" for this person. Leaving the partnership and starting his own company will now require:
- New EFIN application, which should have been started last year, so hurry up
- New EIN if he is to have employees, or maybe just so he doesn't have to put his SSN on each return
- New account with ProSeries, including a new Fast Path and confirmation of the new EFIN
- If the old firm gives him files, they should be able to be opened with the new firm information in them.
HE should call sales to work this out AND get busy with getting his new ducks in a row.
Answers are easy. Questions are hard!