Ken May

Future-Ready CPA 🚀 | Innovating Finance 💡 | Connecting Accounting & Tech 🌐 | #FinTech #Accounting

[Ken May @kmay6]

@JoshYoungblood Relay has a feature when you initiate a payment to a vendor, either ACH or physical check, you can require the recipient to fill a W9 out.

[Ken May @kmay6]

@LoganGrafTax I’d appreciate a recap of your offshore experience

[Ken May @kmay6]

@TailorCPA I’m a Dropbox user and I have used Dropbox capture. It works, the interface is simple and it’s comes at no additional cost. I have not used the edit feature and have restarted my videos over as @JStaatsCPA mentioned in his daily.

[Ken May @kmay6]

@mrtrash757 @SBA_Matthias 😳 that’s a huge dataset for excel, I bet it’s speedy to load and save haha🤣

[Ken May @kmay6]

@SBA_Matthias Not a fan of excel on a Mac, but you can run parallels and run windows 11. Short cuts are different and sql queries sometimes seem wonky and don’t play well.

[Ken May @kmay6]

@seattle_tax One advantage of Gsuite, overlaying personal and business calendars is simple.

[Ken May @kmay6]

@andreamacdcpa I’ve seen it before, and the client would raid their retirement in Oct to pay the penalties and balance due every year. Eventually caught up to him.

[Ken May @kmay6]

@JStaatsCPA I think Logan put one out not too long ago, I’ll try to dig it up.

[Ken May @kmay6]

@adammarkowitzEA @KOB4 I thought EA’s are IRS agents?

[Ken May @kmay6]

@JStaatsCPA I couldn’t stop laughing at the Brogan scale placement 😂😂

[Ken May @kmay6]

@jamieokanecpa ProConnect requires you to add the schedule to the client template, but I understand taking on a new client can make the process difficult when the former CPA won’t provide the schedule or even in a csv.

[Ken May @kmay6]

@adammarkowitzEA It’s the armpit of the US, just below the great mitten state.

[Ken May @kmay6]

@BR_OpenIce No tape, no 💉

[Ken May @kmay6]

Todays office #TaxTwitter

[Ken May @kmay6]

@BoomerCpa I remember working with a firm that had this implemented. Taking me back there @BoomerCpa !

[Ken May @kmay6]

@LoganGrafTax For real! The struggle is intense

[Ken May @kmay6]

@JStaatsCPA Sold, now I just have to wait for all the shoddy photos to arrive!

[Ken May @kmay6]

@JStaatsCPA Complexities in choices of business tax structure given current environment vs future plans would have many variables including selling decisions. Items with extenuating circumstances as with family tax planning and multilevel partnerships

[Ken May @kmay6]

@BlakeTOliver It’s waiting on the chrome update

[Ken May @kmay6]

@BlakeTOliver And they start with a reply subject re: as if I had initiated contact first.