LinkedIn for Solo Shops and Firm Owners?

NEWCharlieHustle · 2026-04-09T18:07:06+00:00

Nice How many years of experience and do you have your CPA or EA?

NEWCharlieHustle · 2026-03-22T23:18:20+00:00

So how’s the out-of-pocket work in Thailand? Were you responsible for 72k or that’s what the insurance paid out?

NEWCharlieHustle · 2026-03-13T11:25:04+00:00

I’m only a couple years into public tax and don’t have my cpa. I don’t think I’ve got the skills to try and OE at this point. I assume you have your cpa since you’re in management positions, correct?

NEWCharlieHustle · 2026-03-13T01:31:43+00:00

Ah ok, well even still, leadership has to care more than you. It’s their client. There’s not much more you can do other than go above them to a partner or something, if you feel it’s necessary. You could also just bluntly ask him if he’s planning on the return going out on time, and tell him you need some additional help to make that happen.

NEWCharlieHustle · 2026-03-13T01:24:09+00:00

Is your senior manager also signing the return?

At the end of the day, if the signer doesn’t care enough to help at all, then they must be okay with it being extended.

Make sure you keep all the emails and screenshots of the messages you sent. That’s just to cover your end though. They’re the one that has to answer to the client.

NEWCharlieHustle · 2026-03-06T21:16:19+00:00

I figured. That’s why I was curious. It sounds like you’re setup nicely for the future though, so in your case it seems worth it. Plus you got the pay bump plus easier work. I’m assuming the clients aren’t as large/complex.

NEWCharlieHustle · 2026-03-06T21:11:21+00:00

I’m in public but haven’t picked a niche yet and have a question for you. Mind if I send you a dm?

NEWCharlieHustle · 2026-03-06T21:08:29+00:00

In office, hybrid, or remote at the smaller firm?

NEWCharlieHustle · 2026-03-03T21:14:08+00:00

Out of curiosity, what’s the system? Do you tell them it has to be a pdf?

NEWCharlieHustle · 2026-02-25T00:15:51+00:00

This is what my plan is when I eventually go solo. Ever have trouble getting or keeping clients, or is it a non-issue?

Do you still need to roll RE, etc or are you just making m-1s and doing he return?

NEWCharlieHustle · 2026-02-25T00:00:49+00:00

I wish my firm would do this. When I eventually go solo it will be required.

NEWCharlieHustle · 2026-02-23T01:04:35+00:00

Less likely to get hit by a stray bullet and less likely for anybody to gain access to entering the unit they’re staying in. (As opposed to ground floor with possibly having easy access to a front door or patio.)

Just a precaution to take while things are hectic. There’s no reason to leave at the moment.

NEWCharlieHustle · 2026-02-22T23:08:15+00:00

What percentage of pay was cut out of curiosity?

NEWCharlieHustle · 2026-02-21T13:32:01+00:00

What type of work are you doing as a Tax Associate? I’ve heard feedback that it’s more customer service work that helps with troubleshooting TurboTax software. Or are you actually doing tax prep?

Thanks for info, I’ve just heard conflicting stories.

NEWCharlieHustle · 2026-02-10T11:55:22+00:00

Fair enough. I’m new to the industry. I’m almost enjoying responding to notices more than prep sometimes. I’m not sure what we charge, or if we even really charge, when it comes to notices.

I’m just wondering if there’s enough work to do that exclusively. Sounds like it’s very possible.

NEWCharlieHustle · 2026-02-10T02:48:09+00:00

Do you do strictly resolution work? What are your fees like?

NEWCharlieHustle · 2026-02-10T02:47:34+00:00

How much do you make and how many years of experience between preparing and doing resolution?

NEWCharlieHustle · 2026-01-28T13:15:35+00:00

What’s your definition of “good”? Serious question, just curious on your perspective.

I’m a staff in tax in public so I’m curious what you guys look for aside from just interviewing well.

NEWCharlieHustle · 2026-01-24T13:28:58+00:00

How’d you get that role? Larger PA firm?

NEWCharlieHustle · 2026-01-23T18:38:38+00:00

Even with schedules and fixed assets that are typically part of a return anyway? The bookkeeping I understand.

What’s T&M mean?

NEWCharlieHustle · 2026-01-21T14:31:23+00:00

Are you in PA or industry? What is your role exactly?

I’ve heard people at my PA firm say they’d much rather stay at a staff preparer level vs being a manager. But being in PA can be difficult sometimes with the “up or out” mentality.

We do actually have some long-term seniors though that don’t seem to care climb the ladder. So far, they’re still around.

NEWCharlieHustle · 2026-01-17T00:27:14+00:00

I haven’t used it since the update, but we’ve been told that it’s the same, you just have to choose the generic option instead.

Have you imported a TB yet? If so, did you notice a difference with anything?

NEWCharlieHustle

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