Michael Williams, CPA

Family Guy, Entrepreneur

[Chris Powers @fortworthchris]

Full Episode: https://t.co/wtjo8j9DzI

[Roger Ledbetter @rledbetterCPA]

You sent K-1s in February

You may be amending them in October

The culprit can often be the operating agreement

[Michael Williams, CPA @BulverdeCPA]

@TGorcz This is 100% true

[Tom Gorczynski, EA, USTCP @TGorcz]

AI will not replace tax professional wisdom and judgment. AI may make it so that low level returns can be easily self-prepared in the next few years. This is why I believe tax pros should focus on building skills in advisory and IRS representation.

[Dani Blackburn, CPA @Dani_Bbrn]

As I spend the entire day restoring backup files in EasyACCT, losing God knows how many work hours due to the software corrupting shared files, I’ve been watching @LoganGrafTax videos and shopping for write up software. What do you guys use for write up/payroll? #TaxTwitter

[@jason @Jason]

cancelled our corporate @OpenAI account today; We were spending ~ $10k a year

@xai is better for real time data

@Gemini is better for travel, local YouTube

& @claudeai is much better for corporate (Cowork and Project features specifically)

ChatGPT isn’t keeping up imo — and I don’t trust them with my corporate data

Long game, but I think ChatGPT is 4th place now

[Michael Williams, CPA @BulverdeCPA]

Is there a book to learn Estates and Trust taxes similar to the "Logic of Subchapter K"?

I really liked "Logic of Subchater K" which explains partnership taxation. Is there any simliar style book for that you guys would suggest to learn estate and trust taxation?

[tailor hartman @tailor_hartman]

If you don’t know what I do, let me fix that. 👇

I run Celerity Accounting, where we handle bookkeeping, controller-level accounting, and financial operations for businesses using NetSuite and QuickBooks Online.

Our clients? $2M to $30M+ companies that need more than just transaction tracking. They need a financial partner who understands their systems and helps them scale.

Here’s how we do that. ✅

1. Bookkeeping that's actually useful.

Your numbers are only as good as your books. If they’re a mess, everything else is a guessing game.
• We clean up and manage your books in NetSuite or
QBO, ensuring accuracy every month.
• No more mis-categorized transactions, missing
reconciliations, or unreliable reports.
• Your financials will actually reflect reality—and be
ready when you need them.

2. Controller-Level accounting & process optimization

If your accounting feels like chaos, we fix that.
• We streamline your finance function, optimize
NetSuite/QBO workflows, and make sure your
reporting isn’t a nightmare.
• Track cash flow, margins, and KPIs that actually
matter to your business.
• Catch financial risks before they turn into expensive
problems.

3. Visibility & insights

Most accountants just send over a P&L and call it a day. Not us.
• We turn NetSuite and QBO data into visual reports
and dashboards that actually make sense.
• You’ll know exactly where your business stands—no
more digging through reports.
• Better insights = smarter decisions = faster growth.

How this helps you:

• Accurate books in NetSuite or QBO, no surprises
• Cleaner processes, better reporting, smarter
decisions
• More time to grow, less time fixing finance
headaches

We handle your accounting, so you can focus on scaling up.

If your NetSuite or QBO setup isn’t working for you, let’s talk. DM or book a call here --> https://t.co/07UAsojmXo

[Aaron Coates @aaroncoates]

I’m assuming that you are using DAFs for any charitable giving to transfer off your largest LTCGs. Then I’m assuming you are using options to push any STCGs to LT while protecting the downside- have to know constructive sale rules with derivatives. I’m also preferential to leveraging up risk assets in deferred accounts while offsetting leverage in taxable accounts. Just not at these levels. Now I will rebalance the excess risk out of qualified accounts into taxable so I can take tax losses if an air pocket

[Michael Williams, CPA @BulverdeCPA]

We fight now for hatred of our enemies but love of our fellow soldiers and ideals of our country. We have inverted this wisdom. We teach our young to hate their opponents rather than love thier own principles.

Very good read

https://t.co/rwTFOIluc5

[Michael Williams, CPA @BulverdeCPA]

@SouthwestAir Does @SouthwestAir use https://t.co/sazYOChCh2 for refunds

[Michael Williams, CPA @BulverdeCPA]

@SouthwestAir sucks!!!
Should have been a 4 hour flights turns into a 2 day disaster

[Southwest Airlines @SouthwestAir]

@BulverdeCPA I'm so sorry to hear about the considerable delay you're experiencing. Please feel free to send us a DM with your confirmation number, and we'll be glad to look into it further. - Bri

[Michael Williams, CPA @BulverdeCPA]

@FAANews @FAAN_Official please fine @SouthwestAir into oblivion. They learned nothing when they left travelers stranded in December 2022. They are doing it again with no remorse or communication to travelers

[Michael Williams, CPA @BulverdeCPA]

@JStatic @SouthwestAir It isn't just the airport. Look at @SouthwestAir feed. Thus is happening all over the country

[Michael Williams, CPA @BulverdeCPA]

@JStatic @SouthwestAir We have been stuck in. San for 4 hours. Had over a dozen gate changes. 3 different flights changes and still dont know when getting home.

Fly anything but @SouthwestAir

[Michael Williams, CPA @BulverdeCPA]

@submishra @SouthwestAir Unless you want to be stuck at your destination or a connecting airport. Apply for the @Delta card. Much better service and rewards.

[Michael Williams, CPA @BulverdeCPA]

@archiferz @SouthwestAir It will be darting 2 days from never. I will be faster for you to rent a car and drive.

That is what will be probably end up doing.

An 18 hour drive from San Diego to Austin with be faster and less stressfull

[Michael Williams, CPA @BulverdeCPA]

@Ginger_snap_04 @SouthwestAir We are with you in solidarity. Stuck in San Diego for no good reason.

@SouthwestAir really has gone down hill. Never again

[EricD @EricD1971]

Get your shit together @SouthwestAir 5 hr delay to fly to Seattle and now we have to wait on the tarmac another 20 min before we take off????

[caleb decoteau @jakethebeefcake]

Flew @SouthwestAir today. Suicide would have been a more prudent option. What a goddamn nightmare