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Another useful thing: A taxpayer can go to irs.gov and request a transcript be mailed to him. Very easy process, and I don't mind doing it for them while they read and approve entries, because let's be honest, they have trouble with everything, or we wouldn't need a transcript, and I need the correct document and year(s). They get the transcript by USPS in a few days. This is a good solution for me. Won't work well if they've moved, as one of the entries is mailing address on last filed return. irs.gov Get Your Tax Record Alternative to Requesting a Transcript Online

"IR-2022-109, May 25, 2022 WASHINGTON – The Internal Revenue Service made an important enhancement to the “Where’s My Refund?” online tool this week, introducing a new feature that allows taxpayers to check the status of their current tax year and two previous years’ refunds. Taxpayers can select any of the three most recent tax years to check their refund status. They’ll need their Social Security number or ITIN, filing status and expected refund amount from the original filed tax return for the tax year they’re checking. Previously, “Where’s My Refund?” only displayed the status of the most recently filed tax return within the past two tax years. Information available to those calling the refund hotline will be limited to the 2021 tax return." Something actually useful.

iPhone is an apple product. Androids or smart phones are the main competitor. In the US, market share is about 50/50, but worldwide, Android dominates. With Apple, you only have access to their apps and it's not very customizable. With Android, you have access to apps from many companies and it's very customizable. Both are easy to use. You can find cheaper Androids but iPhones are always expensive. Neither lasts much beyond 4 years. Both stop providing updates after just a few years. My current Android (Pixel 2) is about 6 years old, so I'm no longer getting system updates, but I have a good antivirus and other security, so I'm not worried about safety. It cost me over $600 and new ones are about a grand. I like to have a phone with a good camera, and I prefer pure Android to the customized ones from Samsung, etc. I also want a fast processor. My fiancee has a cheap Samsung Tracphone and it's slow, has a crappy camera and the wifi speeds are a fraction of what I get, but she only paid about $100 for the phone and one year of service (no monthly bill). How much memory you need depends on how you use your phone. I have thousands of songs on my phone so my 64GB phone is close to being full. Next time I want to get 128GB. But if you're not planning on using your phone as a music player, then a lot less memory will be fine, as long as you don't install too many apps.

Must be a fun work environment for the employees. I assume the firm will be holding some team building exercises, potentially behind bars.

Now here's something you don't read about every day! "Agents from the Internal Revenue Service’s Criminal Investigation division raided the Houston headquarters of tax consulting firm AlliantGroup, seizing computer servers Friday, May 20, and prompting the firm to give employees the day off Monday until they were able to return Tuesday morning. The nature of the investigation is unknown, but is thought to be related to the firm’s work in securing tax credits and other incentives for clients, some of which have been challenged by the IRS, leading to lawsuits after the IRS denied the claims and clients refused to pay the firm, according to the Going Concern blog. Even though employees were allowed to return on Tuesday, IRS agents returned to the Galleria building where the firm is based and continued to search other floors Tuesday"

You can also get a transcript mailed via the IRS automated phone system.

I agree, what would be the rationale for basis and less than 100 % taxability?

My guts says it's 100% taxable.

I was deposed by IRS investigators in a criminal case. The investigators found a copy of my software on a seized computer and asked what my relationship was with the (now in the care of the government via incarceration). Once I explained the connection, I was thanked and left alone. The person was convicted of fraudulent return as they were filing for their clients (recent immigrants) and capturing their refunds, which has been improperly inflated via EITC. The convicted sent me threatening messages, even though I had no information for or against their case, but which the prosecutor likely found "helpful". The OP is a good reminder to research electronic record keeping regulations, and to try to ensure your actions do not give blanket search and seizure rights to the IRS. Not only for your client's protection, but simply to protect your ability to do daily business. As I have likely posted many times, not being able to provide PRINTED records, or simply acting in a way to show your record keeping is electronic, may (definitely in the past, and possibly with current regs unless they have been revised) give the tax agencies any time warrant-less search rights, and requires proactive notification to the IRS if there is any chance required data is unavailable.