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woodstock99forlyfe t1_iyew9yr wrote

I think they anticipate that it will be complicated and want to make sure you either have ready or know where to get all of the documentation now versus at the filing deadline.

It does end up being more billable hours but if it makes rhe actual return go smoother and get filed on time I would probably be ok with it. If you work with the same cpa over and over I wouldn't want to do it every year though once both sides know what yo expect.

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senseibrittany OP t1_iyf04wo wrote

Ok.... but couldn't we do this Jan 1 with the actual numbers instead of estimates and call it my return instead of my mock return?

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woodstock99forlyfe t1_iyf0nbp wrote

It's probably also because the further you get into kept yesr the busier they are going to be. They can probably pre-prepare a ton of the documents and then just fill in specifics later, at least I would assume so. Seems like they really just want to button up what forms they are going to need and make sure you have a list, etc to provide them as they become available.

Thats just my thoughts though I'm not a cpa nor do I run a business.

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