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Perhaps this is what happened Your client calls on Monday October 3rd and gets a transcript and while talking, the agent says you have 14 more days to file, which is October 17th.

jasdim, it is a tax issue, but it's the kind of issue that very few of the members on this forum have dealt with. I suspect that most of us who have been practicing for a number of years have had issues pop up with business clients where the client has mishandled some significant tax issue for many years. All we can do is make sure our client understands what are the rules and regulations and what impact and potential penalties apply and what needs to be done to bring our client back into compliance. Example, what if you picked up a new white table cloth restaurant and you fairly quickly noticed that your new client hadn't been reporting tips? Very few clients will agree to amend the payroll reports and employee W 2s for multiple years. If your client agrees to fix the problem going forward, is that good enough? After all we can only advise our clients what needs to done to be in compliance, what reports need to be amended etc. We can prepare amended returns, but our client decides whether or not they will sign and file these amended returns.

The client requested an extension, as well as the transcripts. I don't know that the transcripts played a roll or not.

Personally, we did not look at tax +-. For us, it is about creating an entity which could be managed by a fiduciary if needed. In a way, just like setting up an entity over a sole prop. While we expect the named persons to outlive us, one cannot be certain. The remaining heirs could be as yet unborn, or will not be of age, so we are more comfortable having a fiduciary if the named trustees are not willing or able. In our case, we expect to have to rewrite again once I get to FRA, so we can sort of preplan that into the framework to reduce the amount of change. What we are finding is the trust items will likely not change, but the remainder (will items, kept under the CA small estate level) will likely change several times. In the case of CA real property holders, unless one expects the property to be sold, there are issues with Prop 19 to deal with. The practical effects are still being fleshed out. Sadly, we had to be somewhat precedent setting, needing to get a (as much as possible) binding letter for out situation. The nice thing, for us at least, is the estate industry seems to have gone to a flat fee model, or a subscription model, with few going the hourly route. The subscription model is very interesting for those on the younger side, who may need multiple changes and monitoring by their experts. I am a bit biased though, after having to sped a couple of years cleaning up two intertwined intestate estates... Even a simple one paragraph will would have saved the estates more than $10k each.

"Like software-as-a-service, which distributes applications to multiple users via a cloud provider, tax-as-a-service distributes a tax platform over the internet or a smartphone. TaaS is an on-demand, 24/7 application programming interface that seamlessly integrates with a host server — a bank, for example. Using machine-learning and AI-based simulations, TaaS embeds into digital finance apps. With TaaS, people will be able to do their taxes from their phones in a matter of minutes. These super-apps are one of the big fintech trends, and you'll be seeing more of it in tax, too. You can order a ride or a meal with an app. You can do most of your banking on an app. So why not do taxes on an app too" I expect this will come to dominate 1040 preparation, especially with people under 40.

I am renewing my license for 3 more years then retiring. I believe my client base of nearly all over 50's will want to continue with a person but agree that the under 40's would rather deal with a screen, especially a phone app. There is a limit as to how much I want to manage on such a tiny screen.

The client had already called back, before I requested him to do so, and confirmed it with a second personand he was told he had an extension until the end of the month.

Hi, Gail. You understand perfectly, and I truly appreciate your response. I apologize. I'm not trying to ask a question inappropriate to the forum. It seemed like a tax issue to me, but perhaps it's more of an HR issue? I like your idea, and there are written elections for the health insurance. I just couldn't find anything regarding whether there was any type of 'beg for forgiveness' or 'amnesty' type approach to right previous years. I'm grateful to all who responded!