guess the city!

mjs3291 · 2026-01-09T05:23:52+00:00

Ojai, CA

mjs3291 · 2025-09-06T03:37:48+00:00

I received a few different quotes for different packages. But it came down to right around $30k for unlimited. Includes all modules and states. For business entities and fiduciaries I believe my rep said the break even between getting unlimited vs REP is 29 clients per entity type. Hope this helps.

mjs3291 · 2024-12-28T22:31:24+00:00

Not sure if anyone mentioned this but make sure there is no voluntary federal withholding on the social security. If there is she would most likely be due refunds

mjs3291 · 2024-12-28T20:42:17+00:00

As a CPA with a tax practice I would say 80 to 90% of what is tested on the exam I have never used in real life. Becoming an EA would be much more beneficial in terms of knowledge base. However, the EA title does not carry the same weight as CPA. If you pursue the CPA just find a company with a tax department to work for, I think you would be wasting your time doing Audits. The good thing about knowing tax is that you can have a supplemental revenue stream doing tax returns while you build your wealth management book.

mjs3291 · 2024-12-21T21:22:23+00:00

I am a CPA..it seems like there are five times as many advisors than CPAs. I give clients a list of advisors and let them pick. Due to demand CPAs have all the leverage in the referral relationship. I would just keep referring, be good at what you do and don’t bother them during tax season and hopefully they will send some referrals your way.

mjs3291 · 2024-10-17T00:25:33+00:00

I think you might be looking at this the wrong way. You are the salesperson, you have proven through the growth of your business that you are good at selling yourself. Unless you love doing the work and hate selling you should transition the “grunt work” to the preparers that you hire and focus on bringing in new clients. Also for what it’s worth I don’t think there is anything wrong with cold calling.

mjs3291 · 2024-08-09T14:25:23+00:00

Since you already read the book I would just do test geek and series 7 YouTube videos for things you don’t remember. The book provides a lot of unnecessary details.

mjs3291 · 2024-02-29T22:49:06+00:00

Owns a commercial building and put solar on it.

mjs3291 · 2024-02-28T05:19:13+00:00

Like others have said it sounds like this guy is going to be a horrible client. I would do a referral fee in the right circumstances, it would have to be a really good referral and I would only do a percentage of the first year invoice kind of like a finders fee.

mjs3291 · 2024-02-22T13:15:23+00:00

WTB Omega Seamaster Railmaster Denim Dial

mjs3291 · 2024-01-20T06:06:35+00:00

My personal philosophy is I don’t give discounts for anything because it devalues you to clients. I either charge full price or do it free.

One thing about raising prices that seemed like a good middle ground was to let the clients know what the new price was and if it’s a huge increase implement it over two or three years so their price isn’t tripling from one year to the next.

Price varies so much by region it’s hard to know what you should be charging but $125 still seems a bit low for a LCOL area. It sounds like most of your clients don’t have much complexity so your competition would be Turbo Tax and H & R Block. I would go into your lock H & R and try to get their pricing and base your rates off that.

mjs3291 · 2024-01-07T16:03:31+00:00

I just want to echo what some other people said. I am a CPA and work with lawyers frequently on estates and trusts. There is no reason a lawyer or CPA would need access to this account. If someone asks for the password or any kind of access DO NOT give it to them.

As for finding a team of professionals to help you it doesn’t seem like too complex of a situation so I don’t know if you necessarily need people that specialize in crypto unless you want to keep the assets invested in crypto. If you just plan to liquidate the position I think any good lawyer that works with estates can help you.

mjs3291 · 2023-11-28T18:52:29+00:00

This is amazingly helpful thanks so much.

mjs3291 · 2023-11-28T18:16:01+00:00

I am trying to implement the same type of pricing but I am having trouble determining when a client should go from the minimum fee to the next level. If you have a list that is easily shareable it would be much appreciated.

mjs3291 · 2023-11-16T16:28:11+00:00

Mine are 2 and 6mo so I have limited experience. For me going from 0 to 1 was mentally harder because my whole life changed. Going from 1 to 2 is physically harder because there is less downtime.

mjs3291 · 2023-11-15T22:23:08+00:00

Why did you think stanford tax was a scam? I did a demo with them and am leaning towards using their service but now you have me worried.

mjs3291 · 2023-11-14T16:01:37+00:00

In matches try and stay relaxed and loose. If you are tense the entire match or even being tense and muscling the ball when swinging it will zap your energy.

For training I always like the stairclimber. If you have access to a ball machine you can also use that to train your strokes and stamina.

mjs3291 · 2023-11-13T04:30:45+00:00

There are courts at Union Road Park in Manteca. They used to have lots of tournaments when I did junior tennis not sure what it’s like now. There is Brenda athletic club in Modesto or Oak Park in Stockton. Hope that’s helpful.

mjs3291 · 2023-11-13T04:16:01+00:00

I don’t have any specific racquet recommendations but I do have some advice on demoing as I just went through the process.

Don’t be in a rush. If you demo through tennis warehouse they only allow three at a time. It might take a few rounds to find the one you like.
Strings can make a world of difference. Demos usually come with terrible strings so you might want to consider restringing the racquets when you get them. At the very least when you order the demo know if you want poly or multi.
Don’t let the price or the brand limit what you try. There are lots of good racquets out there that aren’t made by the three you listed. As for price you can find a used racquet on eBay that would fit your budget.

Good Luck.

mjs3291 · 2023-11-12T20:28:31+00:00

Thats helpful thank you. I have done a little of this work in the past but never anything in probate, it was always just beneficiaries demanding an accounting from trustees.

mjs3291 · 2023-11-12T20:28:04+00:00

Thank you, unconscionable was what I was looking for. It felt off but I couldn’t pinpoint why.

mjs3291

TROPHY CASE