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A document that has not arrived by the filing deadline has three possible answers, and the one most people pick is usually the most expensive of the three.
Continue reading Extension, rush the deadline, or amend later. Three ways to handle a missing form
An adjuster is applying a policy to a set of facts. Most claim disputes come down to whose description of the facts was written down first and in more detail.
Continue reading The adjuster is not your enemy and not your advocate. How to work with one
A customer collecting three quotes cannot judge the work. They can only judge the documents, which means the document is doing more selling than the price.
Continue reading Three estimates, one customer, and the one that wins is rarely the cheapest
The first meeting with a preparer is a two way interview and most people treat it as an application. The questions below take twenty minutes and settle it.
Continue reading Interviewing an accountant, and the six answers that tell you whether to hire them
Worker classification is decided by how the relationship actually works, not by what either party agreed to call it. Several agencies get a vote.
Continue reading Calling someone a contractor does not make them one. Who decides, and on what
The difference between records that make a return straightforward and records that cost a weekend is not effort. It is when the effort happens.
Continue reading Fifteen minutes on Friday keeps a shoebox from becoming an April problem