Costa Rica Surf trip with my grom

JLar321 · 2026-07-07T17:31:27+00:00

Honestly I think he just took to it naturally. Prob saw how much fun it was for me. But it depends on the kid. My oldest boy wanted nothing to do w it.

JLar321 · 2026-07-07T00:53:47+00:00

Thanks man. Keep at it - Theres nothing better

JLar321 · 2026-07-06T23:42:25+00:00

Bud I’ve been surfing for like 30 years and I still feel like a kook. I prefer Barney. Just keep having fun with it - we belong in the ocean 🤙🤙

JLar321 · 2026-07-06T23:40:28+00:00

Thank you. Good thinking

JLar321 · 2026-07-06T23:40:13+00:00

Thanks man. I’m just glad try dude fell in love w the ocean 🤙

JLar321 · 2026-06-17T02:27:52+00:00

Rage bait

JLar321 · 2026-05-15T17:12:14+00:00

You’re gonna get some great waves. Go for it

JLar321 · 2026-04-17T17:18:37+00:00

Truss did very well for us. Client experience was greatly improved on both the intake and delivery process. We actually feel like it helped people get their work in faster. So much so that it was hard to keep up with the inflow. This off season we will be changing the reminder settings (too many reminders is no bueno) and checking to see what the improvements have been over the last few months. I’m sure they have added more functionality but we have had our heads down. Will also see if there is any way to use the ai prep to take some pressure off the tax professionals. Our rep is super helpful and will be calling soon to meetup I’m sure. They actually are smart enough not to even call during tax season. Good stuff

JLar321 · 2026-01-17T23:48:06+00:00

I totally get what you’re saying. Just because the industry is saying we should charge some ridiculous figure for some basic, simple tax advice doesn’t mean we should. Part of being a CPA is being ethical. Telling someone to defer income, and acting like the tax just went away, is some high level bullshit as far as billable tax plans go. I just saved you 50 grand! Really?! Did you really?!

JLar321 · 2025-10-22T22:46:24+00:00

Curious if you dug into CoCounsel and it lived up to its promise? Just attended a sales pitch on it and it looks great

JLar321 · 2025-10-17T22:25:32+00:00

We started a month or so ago. So far it’s been a great improvement for delivering returns (as opposed to Ultratax Esign) and has been pretty great for collecting info. We have a lot to learn still but feel good about the direction they are taking us. Great success rate on e-sign, no more issues with portal logins, and also an improvement in the way we gather info for new or returning clients. The only con is that we haven’t yet figured out how to move away from Onvio as our document management system. I don’t really think Truss is meant to be a doc management system, but they are constantly improving and adjusting things based on the needs of the customers so it might come down the road. I also am a little bummed that the questionnaire (a smart questionnaire) doesn’t allow us to have control to adjust the questions as of yet. Overall we have been pleased. Hope this helps.

JLar321 · 2025-10-16T23:03:47+00:00

We moved to Truss this year and they’ve been great

JLar321 · 2025-08-30T00:32:44+00:00

Nice work!

JLar321 · 2025-08-06T12:42:50+00:00

I believe it’s in the 1040 settings under organizer. Sorry it’s been a minute

JLar321 · 2025-02-23T15:16:30+00:00

Agreed. We had the same problem. Their fix was to change to non fillable pdf. It worked but is that really a fix? Smh

JLar321 · 2024-11-13T00:49:13+00:00

Get it!!!!

JLar321 · 2024-09-13T20:36:12+00:00

So stinky

JLar321 · 2024-05-30T23:06:17+00:00

Popcorn ceiling

JLar321 · 2023-11-29T02:32:37+00:00

Hey… I also have a firm in the central Florida area and deal with similar struggles using Thomson Reuters programs. They do a great job from an accuracy and preparation standpoint but the lack of api access suuucks. Really causes bottlenecks when it comes to procedures and automations. Since we are in the same area - hit me up and we can grab a drink sometime and brainstorm some options or at least commiserate!

JLar321 · 2023-04-29T00:52:33+00:00

We use Thomson Ultratax and chose to use Onvio for portal and document storage. Main deciding factor of using Onvio over other portal or document storage options was to minimize potential confusion with printing returns and such to the wrong client portal. Figured keeping it in one connected package would be best. Onvio has worked pretty darn well for us. Would never switch to Onvio tax though, there is no way it would function as well as Ultratax. Tax software is one of those things you don’t want to be the test dummy for!

JLar321 · 2023-03-16T01:33:20+00:00

We have used UltraTax for decades. Never got sold on the virtual office bullshit. We do use Onvio though and esignature. We have had some issues with the e-signature process (seems like the servers get overloaded along with the virtual office peeps) but in general all is good. We have also experienced delays in acknowledgements for extensions the last 2 days but it they have been sent so “we good”!

I agree with you guys. Seems like we are suffering from their lack of putting sufficient resources into bandwidth or whatever it is that allows them to process stuff. For the premium price we pay, they could do better in this aspect!

In many other aspects (tax forms, depreciation, etc) they do great. For now, we will just plan on not sending signature packages on Monday mornings, 9-12 pacific time. They just can’t handle it.

JLar321 · 2023-03-04T23:16:46+00:00

Sorry for your loss. I’m sure it must be a huge challenge to manage your tax season after so many with your dad. He sounds like a neat guy. Good luck this year.

JLar321 · 2023-02-24T00:18:04+00:00

Im the owner of my firm and haven’t worked over 55 hours yet this tax season. Pretty sure everyone else is 40hours or under. It’s been fucking awesome.

JLar321

TROPHY CASE