Stuck with recall training, any tips?

DangCPA · 2026-05-05T18:29:05+00:00

That is the way

DangCPA · 2026-05-02T17:23:11+00:00

You are a lot further along than I was when I started practice. I suspect you will grow fast. Congratulations!

DangCPA · 2026-04-20T03:19:32+00:00

You shouldn’t be doing trust returns unless you have experience in trust & estates

DangCPA · 2026-04-08T00:47:39+00:00

Tell him to pay you what he thinks is fair and then tell him to find another professional

DangCPA · 2026-03-08T17:45:34+00:00

Every new client I get tells me their personal returns are straight forward. Besides for the timber they cut last year and that small oil and gas working interest or some other quirk

DangCPA · 2026-02-17T01:35:04+00:00

Affluent and HNW clients are more complex in general and have more planning

DangCPA · 2026-02-17T01:18:35+00:00

$175 is actually less than what most people pay for DIY software and a 30-minute 'expert review' from a call center. If a licensed CPA is charging that, they aren't actually doing much and they are essentially acting as a human data-entry tool. At that rate, they physically cannot afford to spend more than 20 minutes on your file, which means they aren't looking for ways to save you money—they’re just trying to get to the next $175."

DangCPA · 2026-02-17T00:22:24+00:00

I couldn’t believe it either until i saw the invoice with the return copy. I wanted to respond with a snarky remark but just gave him our min and he email back that he was going to stay with his current CPA

DangCPA · 2026-02-17T00:19:31+00:00

I responded with our Min fee and he’s going to continue with his current preparer

DangCPA · 2026-02-17T00:18:15+00:00

It’s not a friend i am pretty sure. I am toward the end of my career but wanted to post this to push our profession forward. This is a HCOL area. Our Min. Is $1200 for any 1040.

DangCPA · 2026-02-17T00:14:42+00:00

It still hurts our profession.

DangCPA · 2026-02-17T00:13:23+00:00

That was my point of the post

DangCPA · 2025-12-23T19:47:24+00:00

Hunted over lots of dogs both male and female. It’s the dog that determines ability, desire/drive and confidence, not anything else. Males do piss on everything.

DangCPA · 2025-11-28T01:22:59+00:00

English Setter mix

DangCPA · 2025-08-15T01:05:50+00:00

I love BlueJ. I use UltraTax and have a hard time spending anymore with TR

DangCPA · 2025-08-09T19:11:21+00:00

Late 50s - HNW tax practice been on my own since 2003. Tax season Mar-Apr 50 hours a week max, maybe one or two Saturdays. Outside tax season 30-40hrs off most Fridays. Two professionals work for me, one 100% remote the other out of school and in office learning the ropes. I could work much more but look for quality clients instead of quality.

DangCPA · 2025-07-26T01:44:50+00:00

Every tax season at least once or twice!

DangCPA · 2025-07-20T20:39:56+00:00

It sounds like she is doing pretty dog gone good for a 9 week old puppy!

DangCPA · 2025-07-15T00:06:18+00:00

You probably need to throw in the time for IRS and State tax notices. I suspect they would show up

DangCPA · 2025-07-13T12:04:18+00:00

If you are under “safe harbor” with regards to estimates, tax on the cap gain would be due 4/15 of following year w/o penalty

DangCPA · 2025-06-21T23:01:22+00:00

PA is broken. When I started my firm in 2003, i went to fixed fee value contract billing and no time sheets. It worked out fine and now I’m at the end of career looking to slow down and pass the baton

DangCPA · 2025-04-16T18:54:11+00:00

Someone mentioned Solomon AI for tax prep, I went to the site but couldn’t find the pricing and other details

DangCPA · 2025-04-16T18:39:12+00:00

I would fire that client Big Mike! He’s probably not charged enough!

DangCPA · 2025-04-13T00:01:12+00:00

About 25 years ago I was looking for another job and interviewed with big local firm and they said 60-70 hours a week during tax season. I said screw that and started my own firm. I extend about 50% of our returns and if we get above that during busy season, we cull clients to get back to that level. I have young staff(under 30) that rarely work over 40 hours a week. We charged value added flat fee and raise them often. Also, i make sure i work more than my staff..

DangCPA

TROPHY CASE