About lbones - Intuit Accountants Community

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Level 5

About

I'm a one person office in upstate New York. Been preparing taxes professionally since 1988.

Products

ProSeries Tax

Experience: 26 years

Details

1

Expertise

Personal Income Tax and Small Business

1

State proficiencies

New York

Activity Feed

Posts
Replies

Re: Do you know how to find LINK response if not showing on Dashboard?

in link, type in the clients name or email address in the "filter clients by name or email" box. The clients name will get displayed and you will have visibilit...

lbones

Jan 28, 2024
BOI reporting for a Tax Preparation firm

Having a discussion with another preparer. He is a sole proprietor (no LLC). Does he have a BOI reporting requirement? My thoughts were he did not.

lbones

Jan 23, 2024
Change to the amount of periodic payment in TSP

I have a client that is receiving a periodic payment through the Thrift Savings Account (TSP) as part of her annuity. She is under 59 1/2 currently and she woul...

lbones

Dec 26, 2023
Re: Partner passes away, can I extend

Thank you this makes perfect sense to me now. I want to thank you and all of the other members that took some time to help me out with this.

lbones

Dec 20, 2023
Re: Partner passes away, can I extend

This is the note that I received from the client. Trying to get them in here for a face to face but apparently the remaining partner had an accident requiring s...

lbones

2

Dec 20, 2023

Community Stats

Posts	108
Solutions	6
Cheers Given	55
Cheers Received	46
Member Since	‎12-06-2019

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