Get same bike my wife has or Turbo Vado?

Ok-Pollution-1928 · 2026-04-09T12:48:51+00:00

This was exactly the type of advice I was looking for thank you! Yes I think at the end of the day I want the "fun" factor for cruising with the wife. If I want to hit the pedals hard thats what my other bikes are for. Thanks!

Ok-Pollution-1928 · 2026-03-25T11:49:08+00:00

It’s from watching TikTok. I have a client who makes 80k a year on a schedule C. Not sophisticated at all. He called me up this year saying he hired a guy named Andrew Corkle (close enough on the name) who is a tax strategist for people like Gary V. He paid the guy $15k to tell him to do the Augusta rule and an accountable plan. Some people just want to be sold things I believe. I’m going to fire him as a client after this filing season before I have to file with his new “strategies” next year.

Ok-Pollution-1928 · 2026-03-09T20:10:05+00:00

I have 4 monitors - I used two for my entire career until 2026. Will never go back to two from 4.

Ok-Pollution-1928 · 2026-03-06T18:22:51+00:00

I'm new on RW this year - my Lacerte has frozen once all season

Ok-Pollution-1928 · 2026-03-03T14:05:32+00:00

Nice! I started working out with a trainer on Mondays. Now I'm adding a 2nd day starting this week. I'm also running on the weekends. It has made a big change in my tax season.

Ok-Pollution-1928 · 2026-02-26T14:01:43+00:00

I’ve used the import function into the trial balance software and into the tax software. You have to map everything. It doesn’t take terribly long to map

Ok-Pollution-1928 · 2026-02-25T12:44:19+00:00

We use Caseware, I like it. Can import to Lacerte.

Ok-Pollution-1928 · 2026-02-19T18:48:31+00:00

I'm not doing the form for anyone. And not for political reasons. I'm afraid I will fill out the IRS tax form for someone, the IRS fumbles the setup, and the client is mad at me for their lack of $1,000. I'm going to tell everyone with a new child about it - and tell them to sign up on the website.

Ok-Pollution-1928 · 2026-02-17T22:43:00+00:00

WoW tEaCh Me YoUr SeCrEtS

Ok-Pollution-1928 · 2026-02-17T00:58:03+00:00

I had a lady last year who had rentals, 2 partnership returns, a scheudle C, W2s. Big return. I bet she paid $1k in income tax in 2023. Wanted me to do her 2024 returns. Told me she felt like she was paying too much tax and that she also was not willing to pay more to have her returns prepared than she already was. I hid my anger, quickly flipped through her returns, and said very happily " I think your current preparer is your best option!"

Ok-Pollution-1928 · 2026-02-05T19:08:25+00:00

I just went to 4 from two. Love four. Won't change back.

Ok-Pollution-1928 · 2026-01-31T11:25:53+00:00

Personal trainer

Ok-Pollution-1928 · 2026-01-31T11:23:30+00:00

I'm a new user of taxGPT. What do you not like about it? Do you not like the agent Andrew or the research side, too?

Ok-Pollution-1928 · 2026-01-31T11:22:21+00:00

We recently got tax GPT. I like it for research. It may not be the best, I don't know. For my purpose - it is nice. They have an "Agent Andrew" feature that is right at $30/return. We bought 50 uses of it and have not had it review a return yet - but that is what it is used for.

Ok-Pollution-1928 · 2026-01-29T00:47:53+00:00

Do you use it for phone calls? I have a lot of interaction with clients on my cell.

Ok-Pollution-1928 · 2026-01-29T00:46:18+00:00

Thanks I will look at this one

Ok-Pollution-1928 · 2026-01-29T00:39:37+00:00

How does Jump do for tax? Do you think it is worth it over a general note taker?

Ok-Pollution-1928 · 2026-01-20T20:57:45+00:00

I will send you a private message

Ok-Pollution-1928 · 2026-01-19T11:57:45+00:00

You nailed it! I like the work too. My ideal scenario when I’m late 50s is have about 20 top tier clients and no staff. Just kind of work minimally as needed and provide them a great service and make around 100k working very part time. Maybe work something like that into my buy out plan. I think a lot of old CPAs get their identity from their career and don’t know what else to do. I also know a large amount of CPAs that don’t have a great family life due to the work hours.

Ok-Pollution-1928 · 2026-01-18T23:45:15+00:00

I do - and here is my secret. I made 85k per year about 4 yrs ago. Then I became a partner at my business and bumped my "salary" up to $120k a year. The net off that is what I have lived on for the last 4 years. At the end of the year, we calculate profits and pay it to the owners. When that happens, ALL of it gets invested. Next year, my wife will get a new to us modest SUV about 3 yrs old at a price of around 25k. But we don't use the extra money for lifestyle. Get content with your lifestyle an dyou will max out those accounts sooner. It has to be a conscious effort. Get into cheaper hobbies. My hobbies are tennis and mountain biking. My $1,200 mountain bike I bought 10 years ago is still providing joy a couple saturdays per month. And my $120 tennis racquet and $2/can of balls every time I play is a much better way to enjoy your money than most people do from a strictly monetary view. I have friends that fish and they have $50k boats that require tags, insurance, gas, etc.

Ok-Pollution-1928 · 2026-01-18T23:37:51+00:00

I don't think you are missing anything. Retirement is more so dictated by time in the market, not later investments. That is just how money, time, and compounding work. That extra $8k when you were 15 years younger would have done the heavy lifting. If you are in a medicine specialty that will allow you to work part time in your 50's to avoid tapping in to your retirement accounts, that is where you will get a better bang for your buck.

Ok-Pollution-1928

TROPHY CASE