Due Dilligence with school closures.

Forum|Forum|6 years ago
March 23, 2020
2 replies
22 views

A lot of my clients bring in student summaries from their schools which show enrollment date, and address on file. With school closures, it is becoming harder for the clients to bring in documents since they can't just go into the school to get it. So, what is everyone doing for "due diligence" in this time frame since we are offering phone appointments.

ProSeries Professional

This topic has been closed for replies.

Best answer by chasetax

other sources: report cards, 1095-A,B, or C, well baby visits, EOB's, learner's permits, student id cards(from school). I have also used custody papers and court orders as well. I am in Baltimore so rap sheets and wanted posters from the post office are useful too!

C

chasetaxAnswer

Level 6

other sources: report cards, 1095-A,B, or C, well baby visits, EOB's, learner's permits, student id cards(from school). I have also used custody papers and court orders as well. I am in Baltimore so rap sheets and wanted posters from the post office are useful too!

E

Eddie903Author

Level 4

Its crazy, its like my clients don't keep up with anything and are perplexed every year when I ask for new documents.

Sign up

Login with SSO

Let's get you signed in

Login with SSO