Years Later, the Client Wants a Tax Form Changed... Now What?

 

Mount Fuji Welcomes Fall

Photo by Justin Gonzaga

Hello, all,


Yes, Fall is here and the holiday season is already on us.


This month’s educational moment comes from an old client who wants us to submit changes to a 2022 filing of State of California’s withholding because her husband passed away. Her request caught us by surprise, not only because it came 4 years after the fact, but also because the government agency arbitrarily told her she could do this! Do we do it? Do we not do it? Read on! 

50 some days till Christmas! I have started my Christmas shopping already! You? 

 

How do you like our new format? Feel free to leave your comments and questions by clicking the “Share” button below.

Juliana Tu, CSEO, CEO, CBSS, CEI, SASIP

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