About Kathi_at_Intuit - Intuit Accountants Community

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Employee

About

I have been with Intuit since 2001, with a small 8 month gap in 2013. I have supported QuickBooks, EasyAcct, ProConnect. I am currently supporting Lacerte and Intuit Tax Advisor. I have 2 incredible sons who love music. I have finished two Ironmans and love photography.

Products

Lacerte Tax

Experience: 8 years
ProConnect Tax

Experience: 1 years

Activity Feed

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Replies

Re: Clearing State Tax Withholding From Baseline

Welcome and have a great day 😉

Kathi_at_Intuit

Nov 15, 2023
Re: Clearing State Tax Withholding From Baseline

@dtillett Thank you for reaching out and letting us know what state you are working with. If you go to the OH state side of the plan and scroll down to State Es...

Kathi_at_Intuit

2

Nov 15, 2023
Identify your first three clients

Are you thinking of transitioning clients to tax advisory services? Here's a few tips on the type of clients we recommend you begin with.Finding your ideal clie...

Kathi_at_Intuit

Aug 15, 2023
How to review potential strategies and savings

Intuit Tax Advisor is designed to create custom tax plans in minutes. Show your clients valuable savings by using tax strategies automatically generated from yo...

Kathi_at_Intuit

Aug 08, 2023
Re: Form 8997

@sjrcpaThank you for letting me know and thank you very much for answering!

Kathi_at_Intuit

Oct 06, 2021

Community Stats

Posts	393
Solutions	75
Cheers Given	60
Cheers Received	690
Member Since	‎01-17-2019

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