The CPA has no obligation to give OP his work product if OP hasn't paid for it.+1. Read the Help screens & Info Buttons. This may give you some insight into tax savings strategies for 2024.Here's what I suggest. Since you already have the original tax forms, prepare your own 2023 tax return using free tax filing software or a friend's software who no longer needs it, without looking at the CPA's copy. Use a fake name (eg, "Fake Name" will work) and SSN so that it is impossible to file it. When you are satisfied with your work, print it out and compare it line by line with the CPA's copy. It is even possible that your version will be better since the CPA didn't take something you know into account.
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Statistics: Posted by montanagirl — Sat May 25, 2024 6:20 pm — Replies 34 — Views 3322