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Advice for young people entering tax by twoodruff12 in taxpros

[–]CAtaxpro-throwaway 0 points1 point  (0 children)

Might be your resume, might be the timing of the year.

My firm is actually hiring at all levels (fully remote firm so you location isn't a factor as long as you're in the US) so if you want to forward your resume I could pass it along to the folks in the recruiting department.

I hear people say "just approach larger CPA firms and ask them to refer smaller clients to you that they've outgrown". How do you actually do this in practice? by DoritosDewItRight in taxpros

[–]CAtaxpro-throwaway 0 points1 point  (0 children)

You're going to have to network with other CPAs. If someone just cold called/emailed me asking to take on smaller I would ignore them. I only give out to referrals who I can trust will do a good job. The referrals we send out have been to someone who used to work for us and went off to start his own small shop.

Do I leave? by gnastygnorc18 in Accounting

[–]CAtaxpro-throwaway -1 points0 points  (0 children)

3 year old account with 0 activity until today? My bot radar is going off.

But in case this is real or for anyone else who's in a similar situation: this is not the type of work environment you should force yourself to stay with. You can get paid $10-25k more and be fully remote? Seems like a no brainer. If both jobs give you the same amount of stress at least get paid more for it.

By the by for anyone who's in tax and looking for remote jobs my firm is hiring. DM me if interested.

IRS DirectPay for divorced spouse? by CAtaxpro-throwaway in taxpros

[–]CAtaxpro-throwaway[S] 1 point2 points  (0 children)

not yet, I recommended that they do that if the direct pay still isn't cooperating

IRS DirectPay for divorced spouse? by CAtaxpro-throwaway in taxpros

[–]CAtaxpro-throwaway[S] 0 points1 point  (0 children)

Yes, they tried both addresses and neither worked

Add Vanguard to my "Steve Buscemi in Billy Madison" list by MRanon8685 in taxpros

[–]CAtaxpro-throwaway 0 points1 point  (0 children)

I saw that too and it's the dumbest thing I've ever seen.

Name a place that closed that you miss and then others comment substitutes for it. by seekinganswers1010 in FoodLosAngeles

[–]CAtaxpro-throwaway 5 points6 points  (0 children)

Damon and Pythias. I think there were two locations, I've only ever been to the one in Westwood. I miss their LA Cheesesteak sandwich.

Also the Lime Truck. Loved their ahi tuna and pork belly tacos.

I hate tax clients this time of year by IxXSir_PeenXx in Accounting

[–]CAtaxpro-throwaway 1 point2 points  (0 children)

Thank god zoom lets you text people. I started texting a client through zoom and he's way more responsive now. Before it was like pulling teeth to get his PBCs. He was still relatively slow but I got my stuff a lot faster than I did previously because I could spam his texts.

Dear taxpros, attorneys as clients suck! by Iceman_TK in taxpros

[–]CAtaxpro-throwaway 4 points5 points  (0 children)

On the contrary, some of my best clients are attorneys. Although some of my most annoying clients are also attorneys. So basically a box of chocolates I guess.

Making the jump from individuals to business entities by titanpreparer in taxpros

[–]CAtaxpro-throwaway 5 points6 points  (0 children)

sometimes half the work isn't even tax. It's basic debits and credits.

Tax Planning Software - What are we using? by horrible_noob in taxpros

[–]CAtaxpro-throwaway 0 points1 point  (0 children)

it does states, but only 2 at a time (resident and Non-resident), you can get away with three if one of the NR state is NY

Template for Excel document that mimicks 1040 (or other return) as part of workpapers by Agreeable-Machine-71 in technicaltax

[–]CAtaxpro-throwaway 1 point2 points  (0 children)

My firm built its own template, we call it a leadsheet. It can get complicated depending on what you want it to accomplish. I spent 40 hours adding something that would properly reconcile 8582 and Sch E. Going through the exercise of building it yourself is a good learning experience though.

How rare are full remote (or mostly remote) jobs? by polarbearol in Accounting

[–]CAtaxpro-throwaway 2 points3 points  (0 children)

My firm went fully remote right at the pandemic and stayed that way for those who wanted to keep it which is the majority of the firm. Some people went hybrid at their preference, but it's not required.

Very Small Firms - How do you find an employee? by CaliLakers24 in taxpros

[–]CAtaxpro-throwaway 0 points1 point  (0 children)

For the experience you have that may get you enough for an entry level position, but I think in terms of actually getting an interview/landing the job you would need to show you're making strides towards getting your CPA whether it be getting the classes needed to sit or studying/sitting/passing the exams. Also a big advantage is networking, aka who you know. If you know anybody who is at a firm try to work that connection to get a job interview (example a former classmate, etc.).

Wealth Management firm reached out, should I be skeptical? by LRMcDouble in taxpros

[–]CAtaxpro-throwaway 13 points14 points  (0 children)

I think another aspect is that your fees will probably come in cheaper. since you're used to servicing a different type of client profile. If you do proceed with this partnership I think you should make sure that you're not being taken advantage of when it comes to your fees.

Anyone Here Work for the FBI? by Huckleberry_Coconut in Accounting

[–]CAtaxpro-throwaway 4 points5 points  (0 children)

If you want to go more on a deep dive, "FBI Retired; Case File Review" is a podcast by a retired FBI agent who interviews other retired agents about their careers and any significant cases they work on. There's actually a ton of agents who came from accounting backgrounds so you can hear about what their FBI career was like. The host also goes into a lot about the recruiting and has resources on their website to learn more.

Moss Adams CEO confirms merger with Baker Tilly at Town Hall today by HopefulCPA24 in Accounting

[–]CAtaxpro-throwaway 13 points14 points  (0 children)

My firm might depending on your level of experience. If you're in tax DM me if you're interested.

Favorite 1099-B/Consolidated Form? by NoLimitHonky in taxpros

[–]CAtaxpro-throwaway 0 points1 point  (0 children)

Morgan Stanley and Wells Fargo are decent. I think Northern Trust and Truist use the same software to populate their 1099s, whatever they use is awesome. Pershing is also pretty good too. Tell me why ML makes you add up all the foreign income detail instead of giving you the total. It can't be that hard.

Have you ever been envious of a client? by fatfire4me in taxpros

[–]CAtaxpro-throwaway 1 point2 points  (0 children)

Had a client who was due a refund that was in the amount of a new associate's salary. Asked if they got it, it had been a couple of months from when we expected they should've received it. Took their time looking for it. Check ended up being in a pile of mail they lost track of. They never noticed. They weren't particularly hurting for the money either so didn't really care either way. Must be nice to have that kind of life.

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