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I started with Parsons too ! And I also have been fairly happy with it. Too late now to start thinking of changing. I hoping for only 5 more years and then I can retire.

If you ever need to read tax treaties, pray you get an OLD one. Those ARE written in plain English and are actually pretty easy to work your way through! The more-recent ones... well, let's just say to clear your calendar, and have the bottle of ibuprofen at the ready!

Thank you Lion, I think you mean the W-4. And indeed this happened (in fact they've been messing with the W-4 for a couple years - actually had a version which asked how much your spouse made). No one will have their 2020 tax liability changed because the W-4 was redesigned, but somehow they might expect someone to wish executing a new W-4. Like the ancient text from the Bible "straining at a gnat and swallowing a camel." All of us, including the IRS, would be better off spending time opening their mail which has been piling up. Thank you Lion and Catherine for your interest in this wacky subject. This group is wonderfully helpful.

Charge by the hour, but if you are working in an area that you are have limited experience, or maybe a little rusty in, then you need to make an adjustment for the amount of extra time it took.

not sure how well that would work in the office, frankly. lol

I do a min. charge of 250. and then depending on how many assets go up from there. This form takes time. I have only done a handful in the last 35 years.

I agree Yardley, but I still remember the 2012 year and it is not a fond memory.

Outside of us dinosaurs, I wonder who still knows (or gets taught) that if the out-of-balance amount is divisible by 9 that somewhere two numbers are transposed in the different columns?

People who can't make it anywhere else, often end up in banking... or so it seems from my experience with bankers over the past 40 years.