JCAIN1979
Level 1

Yes đŸ˜¤ and yes new client - had them bring in old returns with last of info on Saturday, when kept pressing to bring in all 1099's - brought their books in Oct 1st  â˜šī¸- felt sorry for them as they were panicked and a friend of another client -  think they are new because probably got "fired" from last preparer -   They filed an extension somehow (I hope more than just the paperwork).  Old returns show it from prior years - they swear everything at that Management company is ALL in their SEP account - from the beginning, wondering if they have just an investment account in addition, and they think of all that money for their retirement.  Will have to call Management people tomorrow.  As they say " no good deed goes unpunished"

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