Lucky

Trader/ Investor/ Tax Associate/ Bookkeeper

All about Investing, Bookkeeping, Excel and Tax related topics

#TaxTwitter

[Lucky @cryptorichmind]

@CMcCulloughEA You are not alone lol

[Lucky @cryptorichmind]

@BrianDavisTax Encountered this one too earlier lol

[Lucky @cryptorichmind]

Wordle!
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[Lucky @cryptorichmind]

Wordle!
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[Lucky @cryptorichmind]

@TaxHacker If the alimony is significant value, maybe request for tax return copies from IRS where they filed mfj before?

[Lucky @cryptorichmind]

#TaxTwitter

We have some clients who respond to our queries a week before the tax return deadline.
Let me know done below on how you can push your clients to respond to your emails ahead of the tax return deadline. Please share some tips.

[Lucky @cryptorichmind]

@ForemanTaxLaw None is right lol

[Lucky @cryptorichmind]

@SNS92569093 We also do have 2 clients like this and it is a pain!!!

[Lucky @cryptorichmind]

@bsuecannon @AnnMIronsCPALLC @EarmarkCPE Its also on youtube! I searched your name and scheduling tax prep.

[Lucky @cryptorichmind]

@bsuecannon @AnnMIronsCPALLC @EarmarkCPE I really appreciate it!

[Lucky @cryptorichmind]

@bsuecannon @mbispeck I'll be in the look for this one!

[Lucky @cryptorichmind]

@bsuecannon How I wish I can introduce you to him 🤣

Is there like a podcast or event you attended where you have shared this scheduling thing? I want to know more about it.

[Lucky @cryptorichmind]

@bsuecannon I hope this scheduling idea of yours will be spread out to all firm owners and will be able to adapt, especially the firm where I am working right now. Our firm owner is such a boomer!

[Lucky @cryptorichmind]

@uptonaccounting @FortWayneCPA Wow, how many tax preparers dp you have?

[Lucky @cryptorichmind]

@FortWayneCPA How many returns were you able to file?

[Lucky @cryptorichmind]

@LoganGrafTax How bout those employees who are being paid for more than $100k wages? Are they included in number of qualifying employees and total employer match contribution?

[Lucky @cryptorichmind]

@CMcCulloughEA If ever in the future, you have your own firm and you need a tax preparer that can work remotely, I can work for you as a part-time. Just DM me.

[Lucky @cryptorichmind]

@JWellsTax Good thing I saw your post. Thanks!

[Lucky @cryptorichmind]

@LoganGrafTax I'm confused by the highlighted phrase below.