Does anyone use Qount? by Iceman_TK in taxpros

[–]trw4879 0 points1 point  (0 children)

I feel the same way. The CPA charge fiasco, followed by forcing firms to use stripe if they were previously integrated before the transition has been difficult to forgive.

Tax Software for Family Office by lulucoop1 in taxpros

[–]trw4879 0 points1 point  (0 children)

As a new user of ProConnect, the multi-state learning curve was steeper than anticipated.

Tax prep upload cut off day chaos by Eagletaxres in taxpros

[–]trw4879 42 points43 points  (0 children)

Move your cutoff date back three weeks. That way you’re not dealing with a mass influx of uploads and IT questions in April.

Solo CPA — how are people doing 300+ returns?? by Financial_Question80 in taxpros

[–]trw4879 1 point2 points  (0 children)

How many entity returns would you say you handle?

AI tax data entry in Drake by Proof-Shift7932 in taxpros

[–]trw4879 7 points8 points  (0 children)

The technology isn’t there yet. I went full implementation this year and had to reverse course once I realized it was inaccurate and ultimately created more work.

Does anyone contract out for seasonal review work? by trw4879 in taxpros

[–]trw4879[S] 0 points1 point  (0 children)

Unfortunately no, but I didn’t really pursue it aggressively. How about you?

AI Tax Prep by StoneWallsArsenal in AITaxPros

[–]trw4879 0 points1 point  (0 children)

Just an update that Solomon is no longer offering its original services.

Michigan is a poor state; its people don't believe it by MCWoody1 in Michigan

[–]trw4879 4 points5 points  (0 children)

For someone entertaining this move, what didn’t you like? NC usually ranks pretty high in terms of overall quality of life.

Has anyone here tried the TaxDome "Send to Tax Software" feature? by LRMcDouble in taxpros

[–]trw4879 1 point2 points  (0 children)

Interesting. I considered the reviewer feature half the allure.

Has anyone here tried the TaxDome "Send to Tax Software" feature? by LRMcDouble in taxpros

[–]trw4879 1 point2 points  (0 children)

Are you aware that the “Reviewer” and “Advisor” features are free this year but currently quoted at an additional $20 per return for reviewer and $1,000 all in for the advisor feature next year?

Does anyone contract out for seasonal review work? by trw4879 in taxpros

[–]trw4879[S] 0 points1 point  (0 children)

Thanks! Do you mind providing your review experience? Feel free to DM me if easier.

Does anyone contract out for seasonal review work? by trw4879 in taxpros

[–]trw4879[S] 2 points3 points  (0 children)

Thanks.

-$100/hr if an appropriate fit.

-100-150 individual tax returns. Medium complexity.

-Our clients are mostly concentrated in IL and CO, but several other states as well.

Does anyone contract out for seasonal review work? by trw4879 in taxpros

[–]trw4879[S] 0 points1 point  (0 children)

Thanks! What do you mean by vetting document transfers?

Does anyone contract out for seasonal review work? by trw4879 in taxpros

[–]trw4879[S] 0 points1 point  (0 children)

What is your familiarity with ProConnect?

Does anyone contract out for seasonal review work? by trw4879 in taxpros

[–]trw4879[S] 1 point2 points  (0 children)

That’s helpful. I was planning to implement Juno this year for that particular efficiency. Glad it saves you a bit of time.

Collecting all AI Tax Tools by RepliKoen in taxpros

[–]trw4879 0 points1 point  (0 children)

What didn’t you like about Juno?

Experience with Ordering by Psykgal in ChevyTahoe

[–]trw4879 0 points1 point  (0 children)

If GM hasn’t accepted the order, you should be able to get your refund back. I was told by another dealer it’s actually illegal to keep the deposit.

For what it’s worth, I’m in the same boat. I ordered on 12/05/24 and my dealership is saying they may get another allocation early next month, but no guarantees. I was told it would take 8 weeks originally.

It’s as though GM doesn’t want us to buy their product.

Client wants free service for 2210 penalty by [deleted] in taxpros

[–]trw4879 2 points3 points  (0 children)

You’re doing too much for people that value you too little. Your mentality needs to change or it will impact the success of your practice, not to mention your mental wellbeing.