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@qurlyjoe@mstdn.social

Post #2036011

2026-03-08 20:07 UTC

@coolcalmcollected Step 1: Intake interview to check that the client’s brought everything needed; Step 2: preparer enters data with client present; Step 3: a different preparer reviews everything done by the first one, again with client; Step 4: return is printed: Step 5: outtake interview to explain the return(s) to client, get client sign-off, give them printed return(s) for their records; Step 6: e-file return(s). @I_am_a_plant

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