Marie Posted June 14, 2021 Report Share Posted June 14, 2021 clients are getting letters, some have no idea what is going on. Will the tax preparer (me) be able to opt out for my clients? I have several clients who do not have computers Quote Link to comment Share on other sites More sharing options...
Possi Posted June 14, 2021 Report Share Posted June 14, 2021 Waiting to see what others have to say. I could have my client in my office or facetime with them to help them. I have not needed to do that yet. Quote Link to comment Share on other sites More sharing options...
Lee B Posted June 14, 2021 Report Share Posted June 14, 2021 Wouldn't you have to have a signed 2848 in order to do it for them? I think that the approach that Sara's firm is taking makes a lot of sense. 3 Quote Link to comment Share on other sites More sharing options...
Marie Posted June 14, 2021 Author Report Share Posted June 14, 2021 Sara's firm? where is that thread? Quote Link to comment Share on other sites More sharing options...
Slippery Pencil Posted June 14, 2021 Report Share Posted June 14, 2021 51 minutes ago, Marie said: Sara's firm? where is that thread? https://www.atxcommunity.com/topic/25952-first-monthly-ctc-payment-15-july/?tab=comments#comment-182468 1 Quote Link to comment Share on other sites More sharing options...
Medlin Software, Dennis Posted June 14, 2021 Report Share Posted June 14, 2021 Based on history here, I suspect the majority here would stay out of the client's "business" as far as something not related to processing their returns. IN other words, just as it seems most who specialize in tax prep do not want to help with W4 management, reviewing pay stubs a time or two during the year, etc., so however the client wants to handle (or not) any possible credit is not likely a concern until filing time. I like the position Sara's form has taken as it touches on the options and ramifications without providing an opinion or suggestion. Sometimes clients have to strap up and adult. On the other hand, if they want to pay for a few hours of consultation, there may be some who are willing to provide specific advice. 2 Quote Link to comment Share on other sites More sharing options...
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