QueenBizzy

Tax geek. Business owner. Snowboarder.🏂50 is the new 30, but with $$money$$.

[QueenBizzy @NotAHobbyCPA]

@MikeSyl36625988 Excellent discussion! I struggle with balance in the OOO message that sets clear expectations without sharing too much info. Just updated my message for next weeks family vaycay to include the very clear expectation that I will NOT be checking my email until my return.

[QueenBizzy @NotAHobbyCPA]

@LoganGrafTax My fees are absolutely expensive. But I've found my best clients recognize the value of someone way more qualified handle their taxes. It's why I pay $$$ for the auto mechanic to fix my brakes. Just because I can find a YouTube to show me how to do it doesn't mean I should.

[QueenBizzy @NotAHobbyCPA]

@olsonplanner Yikes. Just yikes

[QueenBizzy @NotAHobbyCPA]

@LoganGrafTax Closing weekend at Vail!!! 🏂

[QueenBizzy @NotAHobbyCPA]

@doutaxsolutions I had a client be an absolute jerk to me - no amount of disagreement or misunderstanding justifies this type of behavior. I told them I'd refund their deposit and they could go find a preparer that better met their expectations and then I blocked them. My sanity won that day.

[Thomas Kopelman 💵 @TKopelman]

43% of millennials wealth has been built through equity compensation

This is no surprise as we all have been taught to seek it out

Yet only 1 out of every 3 people understand how it works

Here's your guide to RSUs, ISOs, NSOs, and ESPP Plans

[QueenBizzy @NotAHobbyCPA]

When you find out your client had another kid because there is a new person covered only half the year on the 1095-B #TaxTwitter #2ndKid

[QueenBizzy @NotAHobbyCPA]

@taxtherapist505 I had one of these this year - he went with the "I'm VERY disappointed" tactic and I'm like "shaming me? Really???" and then I fired his VERY complicated return on March 18th and just waiting for karma to get him and his 10 k1s

[QueenBizzy @NotAHobbyCPA]

@AccountingAsArt Heard girl!!!

[QueenBizzy @NotAHobbyCPA]

Want to make me cry? Then let's do Roth Conver planning with both YOU AND YOUR ADVISOR but hey let's no one mention the sale of your house for $2.5m
#fucktaxplanning #TaxTwitter

[QueenBizzy @NotAHobbyCPA]

There is a special place in hell for people who don't reconcile their bank account on a monthly basis. #TaxTwitter

[QueenBizzy @NotAHobbyCPA]

@JLoBeanCntr I did this. 50% up front. No one left! Yay! Until I realized no one read the goddamn proposal and they are now mad because they thought the 50% down was the total fee. They can go, but it's shaping up to be a rough Feb. Should have gone with 100% up front. #TaxTwitter

[QueenBizzy @NotAHobbyCPA]

I'm on the team!!! #TaxTwitter

[Mary @AccountingAsArt]

#TaxTwitter showing up!!!

[QueenBizzy @NotAHobbyCPA]

@BrianDavisTax My tax software company tried to bribe me to go to their practice forward seminar with a free meal if I make it through the presentation and I'm getting all the timeshare feels with an offer like that #TaxTwitter

[QueenBizzy @NotAHobbyCPA]

A client's bookkeeper just suggested we report interest income on the balance sheet in a "fake" bank account next to the main bank account because "then we can see the total interest we've made" and they seem serious and now I'm very afraid. #taxtwitter

[QueenBizzy @NotAHobbyCPA]

@JoshYoungblood "He elected to conduct most of his transactions with minimal involvement of counsel — choosing instead to rely on his own expertise about the substance and tax implications of his transactions."

When thinking you are always the smartest person in the room fails. #TaxTwitter

[QueenBizzy @NotAHobbyCPA]

This is a really nice box."

The oldest-oldie thing I've said lately.

[QueenBizzy @NotAHobbyCPA]

If your new CPA has a copy of the return I prepared, which includes your depreciation schedules, and they still want to know if we reported book or tax depreciation, maybe jumping ship for someone cheaper isn't gonna go how you think it's gonna go #TaxTwitter

[QueenBizzy @NotAHobbyCPA]

@PKubeyEA I had one who entered 0.00 on the line for dependents (idk). The online w4 software had a flaw and resulted in an override of the entire W-4, resulting in NO withholding for the entire year. Online check stub & direct deposit- never even realized the problem until tax time

[QueenBizzy @NotAHobbyCPA]

My daughter just left for her last day of school of her senior year. I'm really gonna miss these barely contained expressions of distain when I have the audacity to ask if she will be home for dinner. #TaxTwitter #Classof2023