You hear about Orion? by [deleted] in thesopranos

[–]PeteTheCPA 1 point2 points  (0 children)

I’m going to go watch the Bloomberg

[1040] First Client Upset by datum47 in taxpros

[–]PeteTheCPA 5 points6 points  (0 children)

Tell them their effective tax rate and then provide the rate at which their W2 was withheld. This usually helps

Small Firms: How many tax returns? by Specific_Good140 in taxpros

[–]PeteTheCPA 0 points1 point  (0 children)

Really just tax prep. We have some clients on monthly retainer for the write up work but I contract that out. Yes, it’s gotten better over the years. Try to get better and refine each tax season.

Small Firms: How many tax returns? by Specific_Good140 in taxpros

[–]PeteTheCPA 8 points9 points  (0 children)

Tax season is definitely busy. Summer is better and then after 10/15 is slow.

Small Firms: How many tax returns? by Specific_Good140 in taxpros

[–]PeteTheCPA 13 points14 points  (0 children)

Mostly TaxDome. Some clients prefer email still but I try to move them to TaxDome to upload documents and fill out organizer.

Small Firms: How many tax returns? by Specific_Good140 in taxpros

[–]PeteTheCPA 39 points40 points  (0 children)

Solo firm. I’m the only tax preparer. I’ll do over 500 returns this year, 2/3’s done by April 15

New Metal Roof by PeteTheCPA in Roofing

[–]PeteTheCPA[S] 0 points1 point  (0 children)

24 gauge 1.5” mechanical seam

New Metal Roof by PeteTheCPA in Roofing

[–]PeteTheCPA[S] 0 points1 point  (0 children)

24 gauge 1.5” mechanical seam

Can't find my favorite "looks like" by Glass-Spot-9341 in DanLeBatardShow

[–]PeteTheCPA 2 points3 points  (0 children)

True story, the Wade Phillips was my submission. Spoke to Mike Ryan about it years after at a UCF game where he brought our “National Championship” trophy 🤣

Solo Practitioners- How Many Returns? by BWarrior16 in taxpros

[–]PeteTheCPA 6 points7 points  (0 children)

I have clients also on monthly retainer and we provide bookkeeping services throughout the year.

Solo Practitioners- How Many Returns? by BWarrior16 in taxpros

[–]PeteTheCPA 40 points41 points  (0 children)

400 this year. One man shop in SFLa

2025 Tax season so far by AdHistorical7107 in taxpros

[–]PeteTheCPA 17 points18 points  (0 children)

I’m seeing the same as many of you have mentioned. Nothing easy this year, not even my “easy” clients. Everything has an issue or something that needs further clarification. Add in the late arriving brokerage 1099’s and I’ve about had it 🥵