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  • Are you doing this in Windows explorer or a document management program with your software. We use dms with lacerte, id guess most programs have this, and each client has their own folder and each tax return automatically goes to their folder when...

  • Your tax software might come with a document management system, the one that comes with Drake is sufficient for my needs ------------------------------ Louis Haskel CPA lou@lhaskelcpa.com Louis Haskel CPA PA Clearwater FL (727) 441-1040 ------------------------------

  • Boy, lots of issues here. First, who bought the house? Which party provided the funds? Maybe the funds were His prior to marriage and the community property issued needs to be addressed. When did it become Community Property? How is the house...



Main Street Practioner Latest Issue

Tax Season 2015

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In This Issue

  • Best Practices on Preparing for Peer Review

  • SSARS is Coming! Part III

  • SPECIAL REPORT: Checklist for Determining Minimum Essential Health Insurance Coverage

  • The Importance of Tax Season Marketing

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