offer suggestions for future tax planning (retirement planning

Form 1040 Schedule A Schedule B Schedule D Form 2106 Write a letter to the Smith’s discussing the results of their tax return, remind them of any deduction substantiation rules they need to follow (receipts, mileage log, etc.), offer suggestions for future tax planning (retirement planning, tax implications of impending birth of child, college fund for new child, etc.). This letter should be include proper grammar and spelling. You will need to include hyperlinks to the tax publications that you recommend to your clients.

Leave a Reply

Your email address will not be published. Required fields are marked *