@BrianDavisTax I upload the summary pages only. If they request to see the full return the. I open that up to them. Theyโre provided ample opportunities to disclose any items they may have forgotten prior to this point.
@MeasureTwiceMNY More important than asking questions is knowing how to ask them in a manner that the client will understand what youโre looking for.
@darrelltalksfi I would encourage the spouse to continue working. The breadwinner needs to understand that the spouse would also like to have an โadultโ life outside of the spouse.
Oh yeah! Renaming files using AI is the bees knees. Best part is I can start the process and have โฆ@canopysuiteโฉ notify me so I can do another client. โฆ#taxtwitter
@frugalbc@GrahamStephan You need a competent accountant that can walk with you to help you with your cash flow while also having your biz set aside money to meet your financial obligations.
@FortWayneCPA Have you applied the โeconomic realityโ tests for FLSA-employee potential classification? I think many in the construction industry could be affected by employee misclassification leading to these issues.
@FortWayneCPA You brought up in a previous post. Sub-contractor but Iโll add, doing work on contract as a self-employed (Sch C) filer where they meet the definition of an FLSA-employee AND have documentation based on IRS notice 2025-69 and section 225.