Records? What Records? What To Do When the Client’s Records Are Less Than Stellar

Do you know why there are more than 11.3 MILLION non-filers? Yes, there are some lazy folks who cannot be bothered, and others who have had horrific things happen to them, but more than half of the cases that come to us at Green & Sklarz LLC tell us they do not have the documents to file. Records – assuming the client ever had them – may have been lost or destroyed. And now Uncle Sam has come knocking…

So what do you do when the client’s records are, shall we say, less than stellar?
During this special one-hour program we will review an actual client case where a client’s records were destroyed with no electronic back-up, how we reconstructed the information and why clients are now all set-up to make sure this never happens again. Eric will also discuss how he handles his own tax documentation to assure he never has this issue!