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advance ctc


Marie
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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.

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