Terri Alley

Ohio gal, proud momma & grandma. Enrolled Agent, business owner.

[Terri Alley @terrilee62]

@Taxsavvyjessica Dude needs to cut back on his caffeine intake! A client who is attracted to this approach isn't one I'd want to work with. 🙅‍♀️

[Terri Alley @terrilee62]

@cordes_tax Clearly, you've never met my mother.

[Terri Alley @terrilee62]

@RestPoliticsUS @KattyKay_ @Scaramucci I'm a fan but have to correct @KattyKay_ . It's pronounced & spelled Middletown (i.e., Middletown is between Dayton & Cincinnati) not Middleton, as in Pippa. And that part of Ohio is Rust Belt. Losing manufacturing devastated the area. His Eastern KY family IS in Appalachia.

[Terri Alley @terrilee62]

@CPATaxTeam Seriously, dude - join the UT Facebook group. I was the "champion" at the firm when we switched from ProFx to UT & that group was a lifesaver! Most of the time, I could find my answer by just using the search function instead of posting. Learning from other users is the best!

[Terri Alley @terrilee62]

@mybackporch As an Ohio 20 year tax pro (EA for 15 years), if you can make it here, you can make it anywhere!

[Terri Alley @terrilee62]

@cordes_tax I have a white board with 2 columns of hashtags - one for 1040s & one for business returns. With so many clients going paperless, I NEED something visible to record my completed returns! I get a dopamine hit whenever I add marks to the board at the end of the day!

[Terri Alley @terrilee62]

@EchoesofWarYT @TheRestHistory did an amazing series on Custer & this battle.

[Terri Alley @terrilee62]

@CMcCulloughEA @scotchua Or it's one of those stupid CP53E notices about missing bank information!

[Terri Alley @terrilee62]

@cordes_tax @BrooksBrown_23 @juno_tax It uses TR's Source Doc program, which wasn't available until late February, so I didn't take the time to really learn how to use it. I suspect my problems with it are self-induced. Still better than an untrained staffer, not sure about an experienced one.

[Terri Alley @terrilee62]

@BrooksBrownEA I used Juno with Ultra Tax this year. Wasn't available until TR released their source doc program in late February. I used it as first-pass data entry, then reviewed & finalized the return. It improved as the season went on, was especially useful for prepping extension payments.

[Terri Alley @terrilee62]

@JoshYoungblood @muheediva01 The only time a pet breaks your heart is when they cross the rainbow bridge.

[Terri Alley @terrilee62]

@EdCokeley @TimothyCarter09 @CurtPhilipczak Prior to going solo in 2020, l knew that UT price went up approx 5% per year. I started with our intro costs, calculated the increase for each year & the year 4 actual cost was pretty close. Wasn't pretty but at least I was prepared for the cost.

[Terri Alley @terrilee62]

@AccountingAsArt I've found that having knee surgery scheduled for early May is a huge motivator to get returns out the door sooner rather than later!

[Terri Alley @terrilee62]

@VonBlowtorch @Noirchick1 And in the book - at Gettysburg.

[Terri Alley @terrilee62]

@jasononfirms As a sole prop, I only used it to organize & import into UltraTax. On returns w/basic 3rd party docs, it probably wasn't worth the time but I used those to get familiar with the process. I liked that it handled hand-written items well & caught duplicates. Definitely saved time.

[Terri Alley @terrilee62]

@KeruboSk Walking past the greeting card aisle at the grocery store in June. Been 23 years since I bought a Father's Day card & it still hurts to see those cards in the aisle.

[Terri Alley @terrilee62]

@cards_fan_66 I've found them when doing the Loom video - after I've uploaded everything to their portal.