Dave Zee, CPA, CFP®

[Dave Zee, CPA, CFP® @DZeeCPA]

@MrBeast 1234456778

[Dave Zee, CPA, CFP® @DZeeCPA]

@CPATaxTeam Read the tax return!

[Dave Zee, CPA, CFP® @DZeeCPA]

@Love2Travel Thank you for this. You just saved me from missing an extension!

[Dave Zee, CPA, CFP® @DZeeCPA]

@baldridgecpa This doctor bought the building through his operating company?

[Dave Zee, CPA, CFP® @DZeeCPA]

@CaydenWMcLaugh Good now

[Dave Zee, CPA, CFP® @DZeeCPA]

@jasononfirms https://t.co/IzyJiG77GN

[Dave Zee, CPA, CFP® @DZeeCPA]

@ryandpulicecpa I thought it was only for refunds, not for payments

[Dave Zee, CPA, CFP® @DZeeCPA]

@TheJoeySwoll Wow

[Jason Staats⚡ @jasononfirms]

We put together a (new) 50-minute masterclass on how to optimize your 1040 tax prep process

5 members of my team spent 2 weeks on this one. It may be the most complete 1040 workflow resource on the web.

It's broken down into 11 steps:

1. Engage
2. Schedule
3. Intake
4. Workpaper Prep
5. Request
6. Input
7. Self-Review
8. First Review
9. Partner Review
10. Billing
11. Delivery

For each step we cover:

• The ways firms do (or don't) do it
• The leading tech to enable it
• Whether AI can automate it
• And how to deskill it

Important: you'll be shocked to see how firms use wildly different levels of expertise to get the same work out the door, so deskilling is a big talking point throughout the video.

I'll DM you the private link, no email addy required:
1. Reply with "1040"
2. Retweet

Let's get those 1040s out the door like never before 🤜🤛

[Dave Zee, CPA, CFP® @DZeeCPA]

@tryjasononline 1040

[Dave Zee, CPA, CFP® @DZeeCPA]

@ckeegan04 I think you need to change it from extension to balance due and 2024 should show up!

[Dave Zee, CPA, CFP® @DZeeCPA]

@CPATaxTeam @m1partners I’m interested!!

[Nicolas Boucher @BoucherNicolas]

FREE Break-Even Analysis Template (Limited Time)!

Most pros spend hours (and $$$) figuring out how many units or what price they need to break even.

I’ve built an easy-to-use Excel template that answers this in seconds.

Here’s what makes it a game-changer:

1. Instant Break-Even Charts
No more guesswork—see your break-even point clearly.

2. Cost Breakdown
Know exactly where your money goes (variable vs. fixed costs).

3. What-If Scenarios
Quickly test different prices and costs with built-in sensitivity analysis.

4. Contribution Margin & Profit
See how each sale boosts your bottom line.

5. Ridiculously Simple
Plug in your numbers and watch the dashboard update—no advanced skills are needed!

Ready to elevate your financial decision-making?
Here’s how to grab it FREE (for a limited time):

1. Like this post
2. Comment “Free Template” below
3. Retweet it

Ensure you’re following my profile so I can message you and send you the link to download the free template.

Hurry up as I will be giving it away to the first 50 only.

[Dave Zee, CPA, CFP® @DZeeCPA]

@BoucherNicolas Free template

[Josh (Your CFO Guy) @YourCFOGuy]

🚀 Just spent 20+ hours building the ULTIMATE financial dashboard...and I'm giving it away FREE

What started as a way to stop management from asking the same questions over and over turned into a complete finance command center that updates with ONE CLICK. 👇

Here's what makes it special:

✅ Shows Revenue & Gross Margin vs target
✅ Compares performance to budget AND prior period
✅ Breaks everything down by department
✅ Tracks every type of cost
✅ Updates instantly when data changes

The secret?

- Beautiful design with cohesive color schemes
- Proper data structure across departments
- Power Query automation
- Smart relationship mapping
- Instant refresh capability

No more struggling with messy P&Ls or confusing spreadsheets.

Just clean, professional insights ready to blow away any stakeholder

Want a copy?

1. Like this post
2. Repost
3. Comment "send" below

And I will send the Ultimate Dashboard to you.

[Dave Zee, CPA, CFP® @DZeeCPA]

@YourCFOGuy Send

[Dave Zee, CPA, CFP® @DZeeCPA]

@FortWayneCPA We sent engagement letters out on October 1st. We have filed about 25% of the of 250 or so that are required to do so. Our fees are doubling after Thanksgiving if they hire us to do it.

[Dave Zee, CPA, CFP® @DZeeCPA]

@RoaringKitty Yoooo help a brother out!!!

[Dave Zee, CPA, CFP® @DZeeCPA]

@DonnaPrissyrn1 It’s coming from NYS Disability and other state programs.