Jeremy Stark, CPA

[Jeremy Stark, CPA @JStark29]

@LoganGrafTax I feel you, working from home with young kids is a challenge even if there’s childcare/a spouse.

I say find a place 10-15 minutes away.

[Jeremy Stark, CPA @JStark29]

@TheCuriousCPA @rledbetterCPA Came here to comment the same thing. So wasting it on $10 penalty doesn’t matter, unfortunately.

[Jeremy Stark, CPA @JStark29]

@RDriscollCPA This is great! I started three tier packages in 2019 thanks to Mark Wickersham and my lowest package includes unlimited email access so I can avoid that. Everyone is priced higher accordingly. I still have too many legacy clients on once a year model, am slowing converting them

[Jeremy Stark, CPA @JStark29]

@adammarkowitzEA @BrianDavisTax @fintaxdude Basically DC wasn’t properly inputting all deductions for example anything that was on a statement (interest, taxes and other expenses). I’ve since done these all on MyTaxDC and it works out way better. Getting third party access is super helpful.

[Jeremy Stark, CPA @JStark29]

@adammarkowitzEA @BrianDavisTax @fintaxdude Yup as someone in MD who does a ton of these I’ve never done a balance sheet on a D30 within the 1040 module.

Also you’ve never been able to efile them with a SSN for rentals or sole proprietors so we’d paper file. Starting a year ago I started getting clients receive notices

[Jeremy Stark, CPA @JStark29]

@Eric_M_Courage Love this. I can’t dm you but would love to connect after 4/15

[Jeremy Stark, CPA @JStark29]

@Htbracy @AccountingAsArt This was my experience too first time it happened was I think 2021 when I filed a joint extension with a payment for somebody and then ended up filing separate returns and the IRS did exactly as you described thankfully they checked with me before cashing it and returned it

[Jeremy Stark, CPA @JStark29]

@taxgirl Ha I’ve thought that was funny. One of my favorites is the honesty from Maine about how complicated a form is. I needed it for 2022 when a married client moved different times/years, they were not wrong

[Jeremy Stark, CPA @JStark29]

@LoganGrafTax I kid you not I just got an email yesterday from some paychex sales rep. I have never used them and after that email most certainly never will.

[Jeremy Stark, CPA @JStark29]

@tax_zack She just turned 8 doing great! But stinks that her bday occurs in tax season each year.

[Jeremy Stark, CPA @JStark29]

@TheTaxNomad Just two days ago I finalized two where the balance due/overpayment was within $250 or less of the projection done 6-8 months ago. On total Fed tax of ~85k for one and the other $100k plus. I commented it felt like winning the double showcase

[Jeremy Stark, CPA @JStark29]

@CPATaxTeam I’ve been a longtime Lacerte user and can’t imagine switching to save a few bucks. I also find it overall easy to use and it’s plenty hard for newbies. Anything UT is that much better at? I always find I like their worksheets when I get a new client who’s last person uses it.

[Jeremy Stark, CPA @JStark29]

@adammarkowitzEA @LoganGrafTax Both of your experiences are a reminder of why I’ve been so slow to hire my next employee. Sigh it definitely is hard!

[Jeremy Stark, CPA @JStark29]

@AccountingAsArt And to the sick person at RBC who came up with the worst 1099 I’ve ever seen, good riddance!

[Logan Graf @LoganGrafTax]

This is your reminder not to mess with a tax pro right now.

You will regret it.

[Jeremy Stark, CPA @JStark29]

@rledbetterCPA MD tax pro here. For whatever reason MD uses cents, but the notice is due to interest on paying the say $1000 of tax late, when the person paid a flat $ amount it created that rounding difference which normally disappears but in this case it appears as part of the balance.

[Jeremy Stark, CPA @JStark29]

@DeSimoneMa58263 @wesbury As a MD tax pro this is correct. They oddly use cents, so the 3 cents is a rounding matter but the interest is on the balance due paid late, and the system just includes that.

[Jeremy Stark, CPA @JStark29]

@adammarkowitzEA Are you talking about 1099 doctors who might work at a bunch of hospital systems or clinics but have no employees?