Activity Feed
  • I would suggest converting from Pro Series also. BUT I will caution you that Pro Series and Lacerte do not play well together. The suggestion to review the retu...
    tarheelgirl
    Jan 25, 2021
  • Went through this same conversion in 2018. Unless there have been a lot of changes, it was very clumsy. It helped to have the information from Pro Series to Lac...
    tarheelgirl
    Dec 23, 2020
  • After 40+ years doing this, I learned to just say no. If they get upset, I say no loss. Now I am not starting out so that is easy for me to say. I am in the sho...
    tarheelgirl
    Oct 15, 2020
  • Just got off the phone with one I have been trying to get in touch with for weeks. She wanted to come in today so I could meet the deadline. I told her see her ...
    tarheelgirl
    4
    Oct 15, 2020
  • Happy end of tax season:I wanted to say a quick hello to everyone on this end of the weirdest, craziest tax season I have ever seen in my 40+ years of doing thi...
    tarheelgirl
    7
    Oct 15, 2020
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