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Showing content with the highest reputation on 10/22/2020 in all areas

  1. oh let be snarky for a minute, but don't CPA firms do anything any more?
    3 points
  2. Sarcasm alert: I'd guess they'll do all of the analytics using printouts spewed by a computer, confirmations that will be assigned to the most recently hired junior staff person, about an inch of checklists to document their thoughts and prayers... and then do a cut & paste of an auditors' report template from a reference book onto the financials and notes that Tom supplied. Hopefully the auditor will remember to change the name in the template from "XYZ Company" before it is issued. /endsarcasm My highest level at this point are review statements, and it IS a lot of wo
    2 points
  3. Found this old post that was updated this summer with a different link, and someone commented that it worked last month. Maybe it will help, or not. Don't know. Check out the last 2 posts here:
    2 points
  4. Ant that, my friends, is how Medlin Software was born in the late 70's early 80's. Jerry had an accounting franchise, and wrote his own programs to save time (handle more clients). He shared his programs with others in the same line of work, and so on and so on...
    1 point
  5. I have been working with various CPA firms for over 20 years. Audited financials, reviewed financials, 401K audits and tax consulting and preparation for the owners of the companies I worked for (I would never prepare the tax returns for the company that I do the books for - I want that second set of eyes on my work). The owners always care more about the tax strategies than they do about the review or the audits. The only question the owners have about the financials is usually "did we meet our covenant ratios for the bank"? I have seen good and bad and average firms, but it never fai
    1 point
  6. I know. I am very careful about that. Tom Modesto, CA
    1 point
  7. So much work and ethically questions to work on for just $500? If your client has only a "daughter" the limit is $3K, correct? Let the $1500 transfer to line 7 on your client's return and be done with.
    1 point
  8. Copy and paste from last year. I bet that's what your CPA firm does. Update dates and amounts as necessary. You only need to write a new note from scratch if something is added or is different from last year.
    1 point
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