Jump to content
ATX Community

advance ctc


Recommended Posts

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.

  • Like 2
Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Reply to this topic...

×   Pasted as rich text.   Restore formatting

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.


  • Recently Browsing   0 members

    No registered users viewing this page.

  • Create New...