Tax Memo

Tax Memo
1. Does not paper El . liability; does not
provide recc 6ymara. niicr 6ymarn. crates. raaera noun n explanation of the
consequenc ByMSDKHbIII is :‘j. as

2. I don’t un- [object object] .ge 5, item 2,
“cooperate“ should be “corporate“ ; however, I still don’t know what you mean by
your suggestion. Again, I don’t know what you mean by No. 3 on page 5. Why would
you establish a charitable trust for this taxpayer?

3. Does not identify actions for Ms. Shire to reduce her tax liability from her
partnership, include tax consequences if Ms. Shire and her partner change to a
corporation, provide recommendations supported with tax regulations, or provide an
explanation of the consequences or savings in conceptual terms and dollar values. I
don’t understand any of your three recommendations.

3. Does not provide recommendations pertaining to Clifford Co’s tax preparation
supported with tax regulations or an explanation of the consequences or savings in
conceptual terms and dollar values. The tax return you prepared on pages 1-3 were
very incorrect

4. On page 4, “cooperate“ should be “corporate“. I need to say that I did not
understand much, if anything, from your 6 pages of information.

Thank you! really appreciate it

Does not identify specific actions to reduce Ms. Shire’s tax liability; does not provide
recommendations supported with tax regulations or an explanation of the
consequences or savings in conceptual terms and dollar values. I don’t understand
what you mean on page 4 item 1. On page 5, item 2, “cooperate“ should be
“corporate“;however, I still don’t know what you mean by your suggestion. I don’t
know what you mean by No. 3 on page 5. Why would you establish a charitable trust
for this taxpayer?


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