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Priya is 22 years old and just graduated. She got her first job with a multinational company, Conglommo, Inc., and has come to you for her first tax return. She has questions about what benefits she should be looking at. How would you determine the best options to recommend?
Ask Priya what options are available to her and go over the choices with her. You can give her a general idea of what may be the best options and make a note in the return to follow up with her next year to adjust the selections as needed.
Ask Priya what options are available to her and go over the choices with her. Use What If mode in BlockWorks to give her the most accurate possible numbers and make a note in the return to follow up with her next year to adjust the selections as needed.
Generally, all large companies have the same benefits, so you can assume that Priya will have access to any program you might suggest. Pick out some of your preferences and share them with her.
Look at her Form W-2 and determine which benefits she is currently using, then make recommendations regarding those benefits for her.

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