@maglib's answer is correct. Retired CPA here, also had a very standard DAF with a local community foundation for a number of years. The initial donation of eit...
That's about what I paid annually for my portal service with all kinds of accounting-related add-ons for maintaining and communicating with a large database. Th...
"You need to wean them off eventually"True enough - eventually. Though not to go it alone - their returns are not that simple. It took me long enough to wean my...
Yeah, Online only solves the return delivery problem. They'd have to super-redact their tax documents before scanning them to me. Which for my record-keeping is...
Haha, I think you could say the same about anyone who decides to switch to TurboTax, but I think it really depends. Some clients are extremely savvy, pay attent...