Dave Burton, CPA

Emmy-nominated CPA (true story), founder of Burton Co CPAs NYC. End Taxation Without Education. Posts are my own & not tax advice.

[Dave Burton, CPA @DaveBurtonCPA]

Here it is - 2025 Tax Filing Deadlines. Mark your calendars. Get PUMPED 💪

👇

[Dave Burton, CPA @DaveBurtonCPA]

Random calendar invites is the new spam.

Google, for the love of god make it stop!

[Dave Burton, CPA @DaveBurtonCPA]

@mitch_troy Yeah, and directing the intelligence to things that drive value.

I.e. a bookkeeper uses AI to make the books X% more accurate, but if the client doesn’t change behavior/care (as opposed to say, closing the books faster), than is being smarter valuable?

[Dave Burton, CPA @DaveBurtonCPA]

@mitch_troy @collision @SpaceX Here here!

[Dave Burton, CPA @DaveBurtonCPA]

@businessbarista Just not his NFL career lol. FinsUp 😭

[Dave Burton, CPA @DaveBurtonCPA]

@rledbetterCPA I switched from recommending Gusto to Rippling for clients with enough ee’s. Way better tech that helps consolidate HR/IT/Acg tech stack.

[Dave Burton, CPA @DaveBurtonCPA]

Anyone know a good 401k provider? After a decade I can’t recommend @Guideline401k since @GustoHQ bought them and killed non-Gusto integrations.

Millions of AUM from my clients now are scrambling to find another partner. Too bad. Never had an issue before now. #TaxTwitter

[Dave Burton, CPA @DaveBurtonCPA]

@QuickBooks To close the loop: Submitted feedback on your site, but it never changes anything. Whoever runs your Xr account is pleasant, which is appreciated, but what QB ProAdvisors need is a voice at the table.

[Dave Burton, CPA @DaveBurtonCPA]

@QuickBooks for the love of god stop changing your reporting and exports. You’re breaking everything.

[Dave Burton, CPA @DaveBurtonCPA]

@businessbarista Preach

[Dave Burton, CPA @DaveBurtonCPA]

@GustoHQ You're trying to charge my client thousands to file year-end payroll forms because they're cancelling. They've been a premium customer for 10 years. Your pricing has always included year-end filings. Surely this can't be right. DM me so we can resolve this.

[Dave Burton, CPA @DaveBurtonCPA]

@DailyTaxMemes Blasphemy

[Dave Burton, CPA @DaveBurtonCPA]

@DailyTaxMemes Been there. Had to make a new account with a new email.

[Alex Lieberman @businessbarista]

I stole this idea and now use it with every single employee.

It’s the best illustration I’ve seen of teaching someone to be high agency.

It says there are 5 levels of work:

Level 1: “There is a problem.”

Level 2: “There is a problem, and I’ve found some causes.”

Level 3: “Here’s the problem, here are some possible causes, and here are some possible solutions.”

Level 4: “Here’s the problem, here’s what I think caused it, here are some possible solutions, and here’s the one I think we should pick.”

Level 5: “I identified a problem, figured out what caused it, researched how to fix it, and I fixed it. Just wanted to keep you in the loop.”

Using this framework, here’s what I say to every new employee…

You will live at Level 4 from Day 1 and as we build trust you will rise to Level 5.

Being high agency doesn’t just mean tackling problems in this way. It means your entire way of working should be oriented to being a Level 4+ employee.

Plz feel free to steal it as well.

And ty @stephsmithio for the framework!

[Dave Burton, CPA @DaveBurtonCPA]

@taxchic_k @ajthecpa1226 @EmDeeEm Look into TokenTax. Ive never used them but I think they support csv uploads and can integrate w Coinbase.

[Mitchell Baldridge @baldridgecpa]

My feed is full of tax advice from people who dropped intermediate accounting twice.

The good ones save $100K+. The bad ones waste time. The ugly ones get you a free orange jumpsuit.

Here are the top 10 TikTok tax hacks - ranked from game-changers to federal time:

[Dave Burton, CPA @DaveBurtonCPA]

@KobeissiLetter Huge leading indicator.

No car. Can’t go to work. Less spending. Recession risk.

[Dave Burton, CPA @DaveBurtonCPA]

@rledbetterCPA 🎯

[Dave Burton, CPA @DaveBurtonCPA]

Success comes from making *specific* goals and having the resilience to achieve them.

Goals like “being happy” is a poisoned chalice.

It wastes time, misses the effects of compounding, and robs you of the joys of personal growth.

[Dave Burton, CPA @DaveBurtonCPA]

@businessbarista +30% EBITDA margins
+95% retention
8-12% annual price increase power
CAC basically zero (word of mouth)
+60B TAM
Government-mandated, recurring user need.

A: tax services

But I’m biased ;)

[Dave Burton, CPA @DaveBurtonCPA]

@rledbetterCPA @Jimmy73831642 👆and the more specific and measurable the KPI is, the better. These should support company-level KPIs or goals to keep alignment.