BobKamman
Level 15
04-09-2025
11:43 PM
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You are doing some work and expect to be paid. Who is writing the check? That's the person who makes the decisions. They may or may not rely on your advice, and you may or may not have told them that anything other than the final return is above your paygrade so seek help with that elsewhere.
If this is the first decedent estate you have encountered, it might be a good idea to pass and learn enough you don't have to ask so many questions next time.