These rows are the May decision. Some are prepared here from the federal return. Three leave this desk.
| Annual report and the tax computation | Carried here, from the federal return |
|---|---|
| Information report when no tax is due | Carried here |
| WebFile access sorted from the entity record | Carried here |
| A statement a lender wants signed by an auditor | Handed on |
| An IRS collection notice | Handed on |
| The legal side of a reinstatementmarked | Handed to a Texas attorney |
Reading the index, naming your filing, computing the margin off the federal return and preparing that return are all work anybody may do, and they are the work here. Signing a report on your financial statements, an audit or a review or a compilation, is not, because Texas keeps that for licensed firms and there is no CPA license behind this guide.
It comes up when a bank wants a signed set rather than a filed report, and when it does you will be told straight away and pointed at a firm that can sign one. The full list of what this desk leaves alone is on the disclosures page.
Have the entity name and the report year ready. A row in the second group already names the kind of help, and the conversation can say that before May is spent in the wrong chair.
The carried work is the report, the information filing, and the federal return they copy. The handed-on work is already labeled, so the opening conversation can start from that label.
You will be talking to the Steven Palmieri practice.