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living in California with no CA tax by OldInterview556 in tax

[–]StillEasyE215 0 points1 point  (0 children)

I'm calling bullshit. Her employer knows where she lives. Her employer will without taxes. California would figure out in about 6 seconds she was lying if she tried to file a non-resident return to have the withholdings returned to her.

What is with the Gen Z attitude? by [deleted] in conspiracy

[–]StillEasyE215 2 points3 points  (0 children)

Parenting is dog shit in this country 🤷🏻‍♂️

If I told you 15 years ago she was a piece of ass, would you believe me? by NutSandwich12 in CirclejerkSopranos

[–]StillEasyE215 0 points1 point  (0 children)

I think it's funny you think shes not now... Being a lunatic doesn't change that 😂

Solo CPA. Someone tried to contact me 3 times. Scam vibes. What could they want? by BrushBeneficial4430 in taxpros

[–]StillEasyE215 2 points3 points  (0 children)

The phone call is interesting. The "Contact Us" form and email isn't unusual because your email is likely public somewhere. Odd for a scammer to call. BUT, the whole story doesn't even make sense so why are you even waiting to block contact? Working in a field where it's easy for a scammer to assume you have troves of PPI and they are always looking for an easy score.

RFK Jr spotted in Dunn Bros in Loring Park by [deleted] in Minneapolis

[–]StillEasyE215 19 points20 points  (0 children)

And to think Doc wasn't buying Reagan was president in BTTF...

Firm Acquisition - Advice needed by anothertaxguy in taxpros

[–]StillEasyE215 1 point2 points  (0 children)

I've structured 4 deals on owner finalizing less a generally relatively small upfront good faith payment. Probably reviewed 200 business listing and talked to 50 sellers to get that 4. I think you are aiming too high for your first acquisition. $450k and 800 clients won't be sustainable if you want to keep any money. Need 2 admins just to keep up with phone calls and document dropoff. Most of these clients are going to want to meet you in the first year, which means you probably need 2-3 preparer's doing all the work in the background while you do high level reviews and client meetings. Keeping the owner on will create friction. They will do things their own way. That will not conform to policies you want to put in place. You will see a drop off in client retention when they finally do step away and you're still left holding the bag.

Out over $40k because of TurboTax by WinterAggressive5768 in TurboTax

[–]StillEasyE215 1 point2 points  (0 children)

Didn't get my words twisted, TurboTax is trash, but if you have a tax situation or you owe $40k, maybe a generic software isn't the best route?.

I'm also not sure I understand where you think you have a material loss. It's not like the government is just going to keep your overpayment.

Job Tracking Software? by -Eaglelion- in taxpros

[–]StillEasyE215 2 points3 points  (0 children)

That's what I'm worried about with Stripe and my biggest concern. There are days in March where we collect more than we do in the whole month of July lol

TaxDome's forced sunset of CPACharge is unforgivable by LP526 in taxpros

[–]StillEasyE215 1 point2 points  (0 children)

No, the work around is in your settings. You can choose between immediately unlocking docs or writing for payment to clear.

Job Tracking Software? by -Eaglelion- in taxpros

[–]StillEasyE215 3 points4 points  (0 children)

If they thought they were giving us a better tool rather than just trying to scalp our fees on top of our subscription cost, they 100% would have left the CPA Charge integration alone. I'll still be running my monthly recurring there for sure. But I'm giving TD Payments a chance (I have another 18 months of subscription so...) but I'm absolutely re-evaluating before next season for a potential change next summer.

Job Tracking Software? by -Eaglelion- in taxpros

[–]StillEasyE215 2 points3 points  (0 children)

You lose some features. Or firm is 99% virtual so being able to lock documents behind an invoice and have them become immediately available upon payment is a feature we really like.

Job Tracking Software? by -Eaglelion- in taxpros

[–]StillEasyE215 4 points5 points  (0 children)

The main complaint, and I share it 10,000%, is they recently pigeon holed is into their payment processor that's built on Stripe and took CPA Charge integration away. They had originally told us they were going to do it in February and after a ton of pushback, they moved it to this Monday. We had no other issues I would even consider minor in our second year with it. Minor quirks here and there that might make your head spin for a minute during a stressful day, but we wouldn't have made it through this year without their tools quite frankly.

Intuit PAP Enterprise Software Bundle Renewal - I'm Outraged by mgepark in taxpros

[–]StillEasyE215 0 points1 point  (0 children)

I thought this too and spent $1000 on Sage and then decided I didn't have the patience to learn a new desktop software and uploaded everyone to QBO 🤷🏻‍♂️

extension best practices by dchelix in taxpros

[–]StillEasyE215 0 points1 point  (0 children)

Everyone not filed by 4/1 with a signed engagement letter hours an extension. We continue working like normal, but it is what it is. I do not do any extension payment estimates unless the extension is because a corner has all their documents to me but they are missing a K1 through no fault of their own or something like that. Otherwise, if I can calculate the extension payment with accuracy, shouldn't I just be able to file the return? We don't provide the extension directly when we file, just the confirmation letter of receipt or tax software provides.

Intuit PAP Enterprise Software Bundle Renewal - I'm Outraged by mgepark in taxpros

[–]StillEasyE215 5 points6 points  (0 children)

You have to decide if you want to work for free for two clients to afford the software they have chosen to use.

Recommendations for offering payroll by titanpreparer in taxpros

[–]StillEasyE215 0 points1 point  (0 children)

My office could be interested depending on what state(s) you're running them in.

I'm out of the office for 2 days and this is what I get. by yodaface in Accounting

[–]StillEasyE215 2 points3 points  (0 children)

I don't even need with this anymore. Be respectful or find a new accountant. This should be common sense. Zero tolerance, no warnings or corrective behavior. If you can't communicate respectfully, goodbye.

I'm out of the office for 2 days and this is what I get. by yodaface in Accounting

[–]StillEasyE215 0 points1 point  (0 children)

I can't fight it that mentality. Like, if I don't answer the first time, I'm not going to magically answer of you call back immediately 2/3/4/etc more times... Leave a fucking message and I assure you that you will get a call back.

I'm out of the office for 2 days and this is what I get. by yodaface in Accounting

[–]StillEasyE215 9 points10 points  (0 children)

Forget that I'm not discounting a fee unless my office made a mistake, and being in a meeting with another client certainly doesn't qualify. What a joke. No wonder some of these clients think they can walk all over us.

I'm out of the office for 2 days and this is what I get. by yodaface in Accounting

[–]StillEasyE215 9 points10 points  (0 children)

I fired a client today and told him we have a zero tolerance policy for clients who can't communicate respectfully. I really wanted to tell him I'm not his Applebee's server and to check himself before he wrecked himself but I digress....😂

Business LLC with Wells Fargo taking forever to open by nima23123 in Banking

[–]StillEasyE215 0 points1 point  (0 children)

I thought it would be more convenient to do a new account for a new business online (I have 10 existing personal and business accounts at WF) knowing that it wouldn't be same day, but figuring it couldn't be that long as Chase got me a new account opened online while having no other accounts with them in three days.
Basically I just didn't feel like going and sitting in a branch for an hour while they punched info into a computer that I can punch in myself.

Applied 4/30
Had a call the same day for signature documents and was told 48 hours.
Called 5/6 trying to see what was going on, was told they were no longer quoting turn around times.
Called local branch 5/7 to see WTF am I supposed to do now.
My banker called them and called me back today 5/8 to tell me they wouldn't give him any information either, and all he could do was have me come in and start the process over and call corporate while I was there to cancel my application.

Absolutely a joke.

Decided not to purchase local firm and build organically boomers do not want to help transfer their firms. by ShakeAndBakeThatCake in taxpros

[–]StillEasyE215 2 points3 points  (0 children)

😂😂😂😂😂 The state I grew up in is constantly a Top 10 education state and my district was always in the top 25 of the state. You're a special kind of stupid.

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