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If you use a cloud based portal, they may have an option to notify the client via email when you save the tax return to that portal.I use SmartVault and save al...
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The same thing has been on my mind.At the beginning of tax season I had a need to contact support.They spent more time trying to convince me to switch to ProCon...
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There is one of the clients who purchased the PTP in an IRA for his spouse.Wasn't quite sure how that would work but amounts are minimal so there should be no U...
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My trend this year is Publicly Traded PartnershipsClients are coming in with their broker statements that show PTP distributions.I advise them that they need to...
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I find the effective tax rate based on AGI useful for clients who are adjusting withholding. They can watch their paystubs to be sure the correct percentage of ...
