Reconnecting accounts to the Microsoft Authenticator app is quite a painful experience and I don’t know if I’d be able to replicate it again.

Growing up on Long Island, Billy Joel was more than a musician…he was a god. Just watched the new HBO documentary and it’s fantastic. His music still resonates with me so much to this day.

Got a call request from someone who’s not my client, not my prospect, and just wants to ask me about someone else. I offered to answer via email, but I’m not carving out calendar time. I wouldn’t even do that for most of my own prospects.

Digging out of my inbox this morning… but Italy and France this summer 10/10, would recommend! 🇮🇹🇫🇷✈️

Client was sure they could handle books. QBO made everything seem so easy and thought “clearing bank feeds” was all bookkeeping was. None of deposits matched invoices, books a mess. Hours of cleanup later they're ready to hand it over.

New idea for tax protestor argument: “My salary is reasonable because the BLS data can’t be trusted.”

Just finished the most complex return I do each year and filed my own return. To do list just got a lot smaller.

The average tax office admin staff could run competency circles around the front desk of any medical practice. And they’d return your call.

I hope they update software with the OB3 changes soon. I nearly missed the 40k SALT cap change which can be a few thousand dollars in tax if the software still defaults to the standard deduction.

Well that was fast...so long Billy Long!

As if I needed more proof that paid discovery sessions are necessary, made an exception for a referred prospect who’d been kicking the can for a few years. Scheduled a call for Friday afternoon only for them to no show. I will not be rescheduling.

It's kind of cute that part of Billy Long's strategy for being a successful IRS commissioner was to follow a few people on #TaxTwitter

You can trust that your preparer keeps better records than you. When you decline to act timely, I literally write it down!

The lack of training is showing itself on the practitioner priority line today...

Any other LA area preparers seeing FTB notices with interest that are ignoring the wildfire posponement?

Have we talked about how ChatGPT is basically unusable lately?

Mailed a paper letter to IRS in January regarding a botched entity election. Got a “we need 60 more days” reply…in mid-August. Any issue with even a hint of complexity will now take months or years to resolve. Bill accordingly.

I’ve become quite proficient at reformatting copy-pasted AI text so it matches my document’s formatting conventions.

You gotta love those clients that only file returns once every three years. They may disappear for a while but eventually they always return.

When you see another "Appointed representative" in the transcripts...is that the tax pro they told you not to worry about?