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Jason Staats on Instagram: "Every 1040 falls into one of these difficulty buckets: Level 1 - Gov’t forms only Level 2 - Add in adjustments to income Level 3 - Itemized deductions Level 4 - Schedule Es Level 5 - Schedule Cs + Fs Level 6 - Everything else Every preparer is approved to prep up to a difficulty level, and REVIEWS all levels beneath it So a level 4 preparer reviews level 1, 2 and 3 returns Now we’re ALL contributing to review, and your team can see a logical progression to more techni
Jason Staats on Instagram: "Every 1040 falls into one of these difficul…
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