Feb 11 • 💼 Tax Industry Talk
🚨 Memphis headline worth a quick read:
My takeaway for all of us: don’t let “refund culture” pressure you into positions you can’t 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 it’s not supportable, we don’t file it. Period.
Your notes and workpapers aren’t busywork—they’re how we protect clients, the firm, and each other.
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🚨 Memphis headline worth a quick read:
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