Feb 11 ā¢ š¼ Tax Industry Talk
šØ Memphis headline worth a quick read:
My takeaway for all of us: donāt let ārefund cultureā pressure you into positions you canāt support.
Guardrails for this season:
- If it feels inflated, slow down.
- Ask the extra questions (income, expenses, basis, business purpose, substantiation).
- Document everything: source docs + client explanations + your notes on how you got there.
- If itās not supportable, we donāt file it. Period.
Your notes and workpapers arenāt busyworkātheyāre how we protect clients, the firm, and each other.
3
1 comment
šØ Memphis headline worth a quick read:
powered by
skool.com/tax-bully-hub-1283
A hub for tax pros, credit experts, notaries & bookkeepers to grow, connect, and access tools, trainings, and templates to level up.
Suggested communities
Powered by