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I only see PTO doing training for simple returns every year during tax season, can we please level up on trainings so we can get to medium and complex tax retur...
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My view is that the year over year page on the plan is too busy for an ordinary taxpayer as they are generally intimidated by tax numbers, maybe the taxes and r...
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I am missing a Notes section similar to the one in PTO where one can add some small client details/notes as they work through selecting the strategies and as th...
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I have entered the home and office sq footage but I still need to adjust this as she was in business for only 3 months but do not see where to do this adjustmen...
