I’m the Trustee of a small Trust and have finished the 2020 return in TurboTax Business. I’m a newbie to being a Trustee and this is the first tax return. Luckily, there is only one small 100K CD investment and only a few expenses to deduct (no benefit payouts yet). I’d feel a lot more comfortable if a CPA (or like) were to review this first return before I file (e-mail a PDF of the doc’s?) A fee would be paid, of course. Have you ever heard of such an arrangement? I would view this more of a consultant, verses a preparer. Thank you.
