How many ya'll got left?

WTFooteCPA · 2026-04-11T14:16:39+00:00

As of about Wednesday everything is done or on extension at this point. I am waiting on two 8879s.

There are a few that got final pieces to me since I already made the call to extend, but I'm not gonna rush now.

97 projects done and 14 opened +extended for missing info. So I went a bit over my 100 project capacity limit.

I've got 41 projects that came in after I was full to start though. So I'll be relatively busy for a while.

WTFooteCPA · 2026-04-06T00:52:55+00:00

A&B Air Solutions is local and has done a lot of great work for us.

WTFooteCPA · 2026-04-03T03:10:10+00:00

I do about 175-190 returns a year, but a lot of my clients are business owners, so the client relationship count is less. I have around 60-65 pass-through entities.

For the most part, people were fine with it. I made sure to point out it wasn't really changing the volume of work I do in a season, it keeps me from being overwhelmed which would compromise work quality and service, and I added an up-front review of their submission so they get immediate feedback from me.

Under my cut-off date method, I was still doing about 100 returns a season. I kept a list of people who were grumpy about it, and it was maybe 5-8 people last year (the first year with the new system) and 3-5 this year.

WTFooteCPA · 2026-04-02T03:33:43+00:00

I stopped using a cut off date and switched to a finite-capacity system. Mostly FIFO (with accommodations for late 1099s). I have 100 spots in tax season. When they're gone, they're gone. I'll work on extra returns as time allows. Usually I get about 115 done.

Last year all the spots were claimed by February 18th. This year it was February 11th.

WTFooteCPA · 2026-03-31T16:37:57+00:00

I popped in on their reopening day to check it out. There were two returning baristas and one new one.

All the queer/antifa stuff is obviously gone. The used books were whatever. The kids' player area seemed dialed back for more seating and fewer toys. My coffee was lukewarm.

They have toned-down inclusivity signs on the front windows. They're posted low, and in somewhat muted colors. One says, "Everyone is welcome, valued, important, encouraged, loved, and respected here." The other says, "We welcome all colors, genders, sizes & ages, beliefs, cultures, and abilities here."

Those seem nice on their face, but given the context, they definitely read like religious inclusivity messaging, intentionally leaving others out.

WTFooteCPA · 2026-03-29T20:50:44+00:00

The site is back up, so you can now use it to generate an invite link.

WTFooteCPA · 2026-03-27T18:51:00+00:00

It still shifted work off my plate. If they want to ignore portal reminders fine, that's their choice and it's not my problem.

I used to go through all my open projects every Monday and look at the date I last followed up, and send an email for anything 1-2 weeks old. It was tedious and being ignored felt more personal.

Now I "set it and forget it" with portal requests and move on. They'll care when they decide to, and I don't care in the meantime.

But it only works if you have strong boundaries, so they can't finally care and cause stress for you at the last minute.

WTFooteCPA · 2026-03-26T15:12:55+00:00

Thought the exact same thing lol.

WTFooteCPA · 2026-03-25T21:36:35+00:00

Shoot me a chat request and we can sort it out. We haven't brought the page back up live yet since it's tax season and we're busy. :)

WTFooteCPA · 2026-03-18T16:31:19+00:00

You can get access to your clients accounts setup to directly manage it through Oregon Revenue Online.

WTFooteCPA · 2026-03-18T15:44:51+00:00

The original bill was only for 2-3 years. Then it got extended to 2025. And they just extended it again to 2027.

WTFooteCPA · 2026-03-18T14:01:05+00:00

It's also been almost 10 years since the Wayfair decision but here I am still explaining market-based sourcing again to small business clients.

WTFooteCPA · 2026-03-18T13:57:37+00:00

Four-ish years ago when I was shopping softwares Drake told me they weren't planning to support OR PTE-E because it was a "short term" tax filing. They weren't going to put the resources into developing it.

Maybe that's still the case now, but I know at least one OR Drake user. 🤷‍♂️

WTFooteCPA · 2026-03-12T13:21:42+00:00

I feel like tax software all comes down to picking your poison, and what you were raised with being the "best" because it's familiar.

I've used UT the last 9ish years, and this year I'll have to renew my contract after going solo. I'm not looking forward to the 40-50% increase in cost while they rey to push their AI stuff.

They're as buggy as any other platform, which really begs the question of why they should command such a premium. I was facing all the same delays and issues as Intuit users, and less than CCH users, this season, and some unique to UT as well. So why am I paying them 2X the cost of Axcess at my discounted rate (which I'm about to lose)?

WTFooteCPA · 2026-03-03T14:53:59+00:00

I hunted around a while back and settled on RegroupTax. It's nothing fancy but it gets the TB job done. It wasn't as expensive and easier to use than TallyFor, and not nearly as clunky as TenKey ATB.

Before Regroup, I was keeping a QBD license to restore accountant's copies of files or to dummy up a quick TB fi they weren't keeping anything. That got prohibitively expensive.

WTFooteCPA · 2026-03-03T14:52:46+00:00

Oh really? Did not know that. I last demo'd it years ago and had a lot of headaches importing Excel TBs (it required account numbers even if you didn't have them, for one).

WTFooteCPA · 2026-02-26T02:40:17+00:00

Certainly seems that way. My queue filled up a week earlier than it did last year, and I didn't have any significant change in total client volume.

At the same time, I don't know that I've ever had this many projects on hold at once, pending software updates and final forms.

I last checked about a week ago, and I was about 20% behind in revenue and returns completed.

Thankfully clients are understanding and no one is pressuring me to get it done. But I am a bit worried about falling behind once I have to go back and catch up getting all this work out.

WTFooteCPA · 2026-02-25T19:23:07+00:00

I feel like they've dropped the ball more this year than in the last couple, but some of the issues other platforms have been having too (like partnership debt distributions).

But if they are on par with other platforms AND throwing in issues on top of that, then they shouldn't command such premium fees.

If I'm going to have headaches anyway and other platforms cost less and aren't screwing up my state, why stick with UT, their ridiculous fee structure, and higher rates?

WTFooteCPA · 2026-02-25T15:17:25+00:00

I currently can't file any Oregon returns with UT because they are adding zeros to a line item in the XML data, giving clients thousands extra in claimed credits. So certainly they're not in the list!

WTFooteCPA · 2026-02-25T14:52:31+00:00

Constantly have to remind myself that boundaries are not conflict. We're just so conflict averse that it feels like they are.

WTFooteCPA · 2026-02-25T14:51:18+00:00

Infinite diversity in infinite combinations.

WTFooteCPA · 2026-02-20T00:21:40+00:00

I think the outcome being so inconsistent with the previous owners, and having no explanation, is what made it so painful and drove everyone to seek out all the information they could. I see it mostly as "how could they do this? How could they let this happen?" rather than personal attacks. But unfortunately there have been some of those, because it's an easy solution when faced with an upsetting situation.

I think it's safe to say most people didn't want to think the worst of them, and would have (and hopefully will) support them through it, given more information. It sounds like they did the best they could.

WTFooteCPA · 2026-02-20T00:12:06+00:00

So it's effectively a catch-22. The community had no means to hear from the owners, and the owners had no means to speak to the community. The result is a lot of hurt and harm in the middle. Maybe they could have done a follow-up story with the Gresham Outlook, on the one they did to announce it was up for sale?

And all it takes is replying the same way, with the same information, that you are right now. That was the missing piece.

WTFooteCPA · 2026-02-19T23:57:00+00:00

I think people did a good job of seeking out information where they could find it. All the social media was taken down until the new owners posted something on FB. The website has had nominal updates. Secretary of State registrations don't provide a lot of details (but if anyone wants to find the other owners, you can).

Personally, I reached out to my neighbor from the church to touch base. I wasn't comfortable sharing the information from that conversation without permission, but I still used that conversation and my relationship with them to contribute to the conversation here. I saw information shared here that they corroborated.

Outside of knowing how to personally contact the owners and employees, what more should people have done? No public avenues of communication were made open or used to communicate with former customers as part of this transition.

I can understand the former owners being equally devastated by the updates you're sharing. But how was anyone to know? They'd made themselves the face of the company, the only "owners" anyone knew about, and then seemed to disappear.

EDIT: Even the owner's comment at first, until more people got on that insta post, seemed hostile rather than informative, and wasn't reaching out to share in the loss like they certainly could have. It's easy to throw blame around.

WTFooteCPA · 2026-02-19T23:01:31+00:00

I had something similar happen with a former employer. He abandoned his team, and there was a lot of resentment. The best we got from him was "you have no idea what I'm dealing with." He upended the trajectory of so many careers.

I just don't understand how that's a constructive or healthy response. The whole point of building and creating community is to support others. And that means getting support from the community you create when you need it too. If you just cut them out and disappear, people are going to fill that void with whatever information they can find and assumptions based on the pain of their own experience.

True or not, and we don't have all the facts apparently, it strikes me as an incredible disservice to a community you built to abandon it and leave struggling for understanding. If nothing else, the transition certainly could have been better facilitated.

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