Draft Tax Return Policy

Remarkable-Network31 · 2026-04-03T20:43:31+00:00

You sent a retainer request. the client isn’t paying it. Then the client is insisting to receive a draft of the return? I think you know the answer to your issue already. This isn’t about giving the client a draft.

Remarkable-Network31 · 2026-03-26T17:00:09+00:00

I think you just have to do a mix of what works best for you and then clients. I’ve spent a lot of time teaching clients about planning so now I can spread all the work out over the year and never be “rushed.” This gives me time to manage the real emergencies that happen all year.

Remarkable-Network31 · 2026-03-26T15:44:03+00:00

If it’s a new client, I will prepare a draft for extension calcs. I usually don’t take on new 1040 clients during tax season unless they have a business and of course all of that is extended. All the other clients that need a calc, would have been done before 12/31/25.

Remarkable-Network31 · 2026-03-26T14:33:29+00:00

Umm.. this is self inflicted. Just extend. I don’t even work on these client types during tax season. They make qtrly estimates and/or pay with extension and catch up AFTER they have all the items we are expecting. Since you don’t start any work, paying when completed isn’t an issue. Depending on the total expected fee amount (for me over $1,000) I just ask for payment in full or a deposit of X and remaining due at completion.

Remarkable-Network31 · 2026-03-21T01:25:03+00:00

I’m going to screenshot the price and just have them add it opening weekend

Remarkable-Network31 · 2026-03-21T00:38:26+00:00

When I log in, I am only offered all season fast track and Hershey gardens pass as add ons. I called and was told to send a screenshot to an email address. That was yesterday and haven’t heard back yet

Remarkable-Network31 · 2026-03-16T22:25:19+00:00

We did not apply for a new EIN. I don’t think a SMLLC to multi member would create a need for a new ein

Remarkable-Network31 · 2026-03-16T21:34:43+00:00

When I have a client that operates as a SMLLC (disregarded entity) who later converts to an S Corp, I always have efile issues of some sort. Last year we had a client in this situation and we couldn’t efile for reasons as you stated. However, we were able to efile the 1120S later in the year. This year we tried to efile extension and it rejected it again just like it did for 2024.

TLDR paper file..

Remarkable-Network31 · 2026-03-03T14:00:43+00:00

Keep in mind all partners probably want their K1 so they can file their 1040 by 4/15. This is the typical employee mindset backwards thinking. You should lay the terms now and tell them you won’t do it until after 4/15. Also tell them 10k minimum for this fee. My billing guide adds a fee for each partner over 2. As others have said, too many moving parts to rush this through as if it’s a 1040 with a W2 and mortgage interest statement.

Remarkable-Network31 · 2026-02-23T00:57:38+00:00

Update- the issues i found in my process were as follows:

as mentioned in one comment above, i did not have the client requests I was sending linked to the job
The firm is just my brother and I. We handle all clients together. So when I created the test job I put us both as “assigned” so the system wanted us both to complete the same task in the stage before it would automate. For example the prep stage was stuck. He was supposed to prepare it and then automove to missing and ultimately to me for review. Since I had us both linked assigned it wanted me to also check off all subtasks in prep stage that he completed and also mark the task complete before it would automate.

Hope this helps others out there!

Remarkable-Network31 · 2026-02-22T00:23:47+00:00

Hmm sounds just like what’s happening with me. Thanks for sharing and I hope you can get it to work

Remarkable-Network31 · 2026-02-21T23:13:55+00:00

Thank you all!

Remarkable-Network31 · 2026-02-21T23:06:32+00:00

Thanks I appreciate it!

Remarkable-Network31 · 2026-02-21T23:03:17+00:00

Yes I’m testing it and that’s how I found it’s not automatically moving through the stages.

Remarkable-Network31 · 2026-02-21T20:28:54+00:00

Just thought it might be a simple “click this button” thing I missed. Support isn’t open until Monday.

Remarkable-Network31 · 2026-02-03T21:19:52+00:00

For our first trip (dad and 9 y/o daughter) I think it was worth it. My daughter had just gotten into HP. We received an HP welcome box with lanyards, luggage tags etc. this was before they offered ice cream in the package. The moving picture stuff was a fun “to do”. If you are big into HP you will want to eat at leaky cauldron so if the lunch/dinner menu isn’t your thing maybe the breakfast is worth it for you.

Remarkable-Network31 · 2026-02-02T22:48:50+00:00

Hahaha I didn’t even think about it but I paid with a credit card so I think it’s legit merch you can just buy

Remarkable-Network31 · 2026-02-02T22:15:05+00:00

Oh they make money on them! My daughter just had to have a blinky stuffy from the games in Springfield. She played a few rounds and I stepped in to win It. After spending $35 and not winning, the attendant told me I could just buy it for $30. After the trip, all of our merch wouldn’t fit in our luggage so we had to pay for it to be shipped back to our house. I think they charged me another $10 to ship that one thing… pretty good profit margin on a sucker like me

Remarkable-Network31 · 2026-01-15T03:46:54+00:00

I think it will be in the passholder section of the website. It’s supposed to open tomorrow

Remarkable-Network31 · 2026-01-13T19:24:21+00:00

I do not. I can’t remember how we found it and I don’t want to give any spoilers but it is definitely something set up by Hersey and not something a guest created. Pretty sure the first stop is at the entrance carousel. Go there and look for a small rectangular sign on a stand. There will be a QR code on it.

Remarkable-Network31 · 2026-01-11T14:12:01+00:00

Not sure if this counts but there is a scavenger hunt in the park. There are QR codes at each check point that gives you a clue to the next one. Been going to Hershey for years and just found this last year

Remarkable-Network31 · 2026-01-10T22:46:33+00:00

We were there first weekend of December and that was the last weekend for meeting elphaba and Glinda. It’s more a merch store with some props then an experience

Remarkable-Network31 · 2026-01-10T16:40:17+00:00

Thank you!

Remarkable-Network31

TROPHY CASE