About lbones - Intuit Accountants Community

Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Level 5

About

I'm a one person office in upstate New York. Been preparing taxes professionally since 1988.

Products

ProSeries Tax

Experience: 26 years

Details

1

Expertise

Personal Income Tax and Small Business

1

State proficiencies

New York

Activity Feed

Posts
Replies

Re: Intuit Link

Thank you for the input. I was unaware that you could get a duplication of a client from an invite from the tax program and from Link itself. Really wish there ...

lbones

Jan 20, 2025
Re: Intuit LInk

I do not re-invite. I just send my template that I develop to them from Link. I delete out questions on the template to meet the clients tax situation.

lbones

1

Jan 18, 2025
Re: Intuit Link

I have the same issue. The problem is that I do not know that I have a problem until the client tells me they never received the "Link" information I sent to th...

lbones

1

Jan 20, 2025
Re: Penalty Abatement

Agreed but I did not believe they would forgive the interest and I also thought that that the interest and penalties would continue to accumulate while the the ...

lbones

Jan 15, 2025
Penalty Abatement

My client received CP2000 stating that there was some dividends and securities that were not reported on the 2022 taxes filed. Once reviewed, the IRS was correc...

lbones

3

Jan 15, 2025

Community Stats

Posts	113
Solutions	6
Cheers Given	56
Cheers Received	46
Member Since	‎12-06-2019

Latest badges earned

View all badges