I'm an Enrolled Agent in Aurora and have a new client that has 8 years of returns to file. His basic return is pretty easy however he's got a Simple Trust and I've not prepared a 1041. I'd like to have some one-on-one help from another EA or CPA with these returns and understanding how they all fit together - and make sure I'm doing this correctly. (looking for that light bulb to come on)
They really are not complicated returns and I'm entering as much information from the docs I already have - but have a few holes to fill in. I use ProSeries software.
I don't want to do shared screen time or Zoom or anything like that - I have too many questions. So if you can help, I'm more than happy to compensate you for your time. I don't expect this to take more than a few hours. As always with taxes, time is of the essence.
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