8867 Due Diligence Aid
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Please send me a copy of your questionniar sjtbtax@suddenlink.net
We came up with a due diligence aid / (client questionnaire) that compiled some info I found on various forums and what we felt was good for us and our clientele. If anyone is interested in the pdf file, just pm me your email and I will send a copy to you. This is by no means an end all form, but an aid. Feel free to PM me any comments. I also have it in MSWord format if one would like to make changes to it to conform to their practice. Have a great day. Oh yeah, bear with me, I will try to check PM's daily. But it may be every other day or so. Have a great season.Comment
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robert@hfnellc.com thx
[QUOTE=Twin Turbo Z;184074]So I called the Practitioner Hotline today to try and get some answers to a few questions. Was told 15 - 30 minute wait time. One hour later the **** thing said wait time of 30 - 60 more minutes. Then 14 minutes later it just cut me off. I am so pissed off !!! Wish I had some valium !!![/QUOTEComment
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I made some subtle changes to the form concerning the 8332 questions. Clarified the "divorce decree" part. Added a post 84 / pre 09 line. Thanks to all who offered feedback.Comment
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Please send me the document
PLEASE SEND THE DOCUMENT REGARDING DUE DILIGENCE AID.
DAVID KAHN
mytaxman2@gmail.com
THANKS IN ADVANCEComment
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