@LizMpersonal Same problem here. I've been trying for years to get my CAF linked to my Tax Pro account and can't because I can't get the address for my CAF updated.
@jckristoff@RichardCrainCPA Good point. That is an issue. I don’t see a lot of penalties that are eligible for reasonable cause but I’m sure there are a lot out there.
@CyrianThe@lost_nomad__ Exactly. If you listen to Rippetoe he basically says do it until you can’t take it anymore so you get your base, then do whatever you want. It’s just the fastest way to become “not weak”.
@TheWorthyHouse 100%. I am a CPA and I have tried desperately to get AI to help me respond to emails. It can respond without much input from me to about 5% of them. The rest absolutely need me to at least provide the relevant info.
@collin_ruth89 Did you mean referrals are, not aren’t, a risky strategy? Either way, I think you are misunderstanding the experience so many firms are having right now. Most don’t even have capacity to take new clients. Why would they dedicate time and money to gather mostly low quality leads?