Lisa Weaver

[Lisa Weaver @LisaWeaverEA]

@taxpreptech Heaven forbid you have to fax a death certificate- takes forever

[Lisa Weaver @LisaWeaverEA]

@SZLAC87 @madrid_mike Guess we were hoping for the WOW factor.. doesn’t mean we ( house of 3 undecided) wont vote for him.

[Lisa Weaver @LisaWeaverEA]

@yoyo101010 Send the client to one of the many services providing those letters online for a fee. Problem solved, someone else’s problem.

[Lisa Weaver @LisaWeaverEA]

@CpaNsfw Ok hear me out- remove the penalty summary from the client letter for these clients. Solves 90% of these conversations.

[Lisa Weaver @LisaWeaverEA]

@BkwrmCPA When I mention the cost of tax prep is being increased do the the increasing quantity of brokerage accounts, folks seem confused and prepelexed.. For whatever reason, this is not clicking with some clients.

[Lisa Weaver @LisaWeaverEA]

@taxgirl Much appreciated!!!

[Lisa Weaver @LisaWeaverEA]

@taxpreptech @IraGilligan This makes me cringe but sadly I’ve seen worse .

[Lisa Weaver @LisaWeaverEA]

@taxpreptech I’ve got lots of these notices coming through as well. I have added it to my list of items to review in My S corp planning meetings. I have one for myself but I have no CA employees anymore so I will experience first hand how to file an exemption.

[Lisa Weaver @LisaWeaverEA]

@thevalueartist @LoganGrafTax Agree!

[Lisa Weaver @LisaWeaverEA]

@MarkPatPetersen Wild and appalling!

[Lisa Weaver @LisaWeaverEA]

@DailyTaxMemes I have one I feel this way about, have kept it to myself.

[Lisa Weaver @LisaWeaverEA]

@jasononfirms Truss fan here !

[Lisa Weaver @LisaWeaverEA]

@SalVetriDFS Yes

[Lisa Weaver @LisaWeaverEA]

@jasononfirms Love Truss!! Game changer for my small firm!

[Lisa Weaver @LisaWeaverEA]

@taxpreptech You have to call or email them to get the advance release once you buy it, not yet available without request Im told.

[Lisa Weaver @LisaWeaverEA]

@SalVetriDFS Tips

[Lisa Weaver @LisaWeaverEA]

@taxpreptech I use Proseries for most and have access to Lacerte pay as you go for more complex returns

[Lisa Weaver @LisaWeaverEA]

@YahooFantasy Anthony Richardson