Brian Martin, EA

From BMX to accounting is never where I thought I would be. Wouldn't change a thing

[Brian Martin, EA @kill4130]

@LoganGrafTax Today we’ll take the staff out for lunch at their choice of restaurant and then they are done after lunch. The Friday after the deadline is always a paid company holiday.

[Brian Martin, EA @kill4130]

@DirtyTesLa Windshield wipers. Every time I tell my wife how amazing FSD is they wipe the dry window and she just rolls her eyes at me 😂

[Brian Martin, EA @kill4130]

@SERobinsonJr So it's like owing any other car now. Tesla spoiled us with free loaners, mobile service, and remote fixes. As they scale and have to handle more repairs the premium service will suffer but still the best car out there.

[Brian Martin, EA @kill4130]

@DailyTaxMemes It's just a fancy way of doing a reverse mortgage on your life. Paying tax and keeping control of your money is still a great strategy.

[Brian Martin, EA @kill4130]

@FortWayneCPA Become an EA. We only have to do CPE on what we actually do.

[Brian Martin, EA @kill4130]

@FortWayneCPA How do you deal with study time. Is it all on their own or if they have down time at work will you let them study on the clock?

[Brian Martin, EA @kill4130]

@FortWayneCPA Call it “Pick Your Poison” 🤣. I’m working on this too for this next year. Are you willing to share what the packages include and how you are pricing them?

[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 🤜🤛

[Brian Martin, EA @kill4130]

@tryjasononline 1040. Can’t wait to see what you guys came up with. Your content is always top notch. Thanks Jason.

[Brian Martin, EA @kill4130]

@FortWayneCPA If they are breakfast sandwich bagels, $78 before tax and tip.

[Brian Martin, EA @kill4130]

@FortWayneCPA I find this to be worst on business returns. I’ve seen a lot of returns where bigger and “better” CPA firms than us just enter the numbers from the financials given to them by the client with no review of the financials. It has made me hate the words “trial balance”.

[Brian Martin, EA @kill4130]

@FortWayneCPA As much as I love PTET for the tax savings it is a giant pain in CA due to the June 15th “do or die” estimate requirement. I’m torn between tax savings and making filing easier. But yeah, I think it’s over.

[Brian Martin, EA @kill4130]

@RahsaanSalaam Hello yoo-hoo

[Brian Martin, EA @kill4130]

@LoganGrafTax I also have 3 kids and a tax and financial planning practice. Life is very busy trying to keep up with everything. When it gets to be too much, I think about when the kids move out and I’m retired and how much I’ll miss it all. And then I get back to work.

[Brian Martin, EA @kill4130]

@JWellsTax We charge $250 for a dependent child’s return as a courtesy to our clients. They are easy and our clients appreciate it. Once they are no longer a qualifying child, they can engage us at our regular rates.

[Brian Martin, EA @kill4130]

@andreamacdcpa @adammarkowitzEA Thank for this Andrea. Never seen this but I am going to start our newest employee on the bookkeeping and tax courses this week!

[Brian Martin, EA @kill4130]

@Tesla FSD is awesome but struggles with a bike rack on the back. It thinks there is a car right behind it and accelerates and changes lanes to avoid getting hit by the bike that is attached. We need a “bike rack” or towing mode so it excludes the rear camera.

[Brian Martin, EA @kill4130]

@tryjasononline I’ll always buy what you’re selling. Especially when it’s free! Link please.

[Brian Martin, EA @kill4130]

@FortWayneCPA And why can’t @Intuit update Lacerte at 5am? This year they have been coming around noon. I would rather update first thing in the morning than in the middle of a tax appointment. They have been in this business a long time. They should know by now.

[Brian Martin, EA @kill4130]

@cordes_tax Have a friend who is a W-2 lineman and his tax guy had him set up a S-corp to write off everything related to his job. Truck, clothes, travel, and all sort of stuff. My friend stopped at putting his house in to the corp and depreciating it because he felt that was “too risky”.