My firm has a few dozen joint clients for whom the person listed second (as "spouse") on the tax return is the primary point of contact and handles all tax matt... read more
Only tax preparers unable to access their software will appreciate the deft skill and friendliness thatIesha demonstrated in solving my remote hosted access pro... read more
I'm late getting organizers out due to an illness and so now am trying to get them out in a hurry this week. I've edited the questionnaire and the client letter... read more
Hello Fellow Accountants! Our office is looking to ramp up our security, and are looking at physical security passkeys (such as the YubiCo Yubikey). I am wonder... read more
What is the differnce in the complete, condensed and partial organizer.I am getting inconsistent responses on several clients.I would prefer to show all info fo... read more
Starting in 2025, the maximum employee SIMPLE deferral is higher if the employer has 25 or fewer employees making at least $5k. If I enter "1" (maximum) for "Se... read more
Heads up to those filing OR returns...The Ethnicity Codes on this darn OR-VSI form are different as of 2025, but the codes are proforma-ing from 2024 and are li... read more
Our technology people recently installed Lacerte 2025. We did a transfer from 2024 to 2025 of two clients in Individual.We noticed when we try to select a clien... read more
Does anyone use E-signatures for their own firm's engagement letters?We have over 800 clients to send Engagement letters too and we have been shown how to uploa... read more
