Bookkeeping… For my smaller clients we offer basic bookkeeping. Basically memorialize the transactions and reconcile every month. For our service based (RIA+Realtor) clients in the $300k-$600k space this works out great. For my larger clients ($1M+, all Ecommerce) we only

Top marginal rate in AZ 39.5%. You spend a $1.00 you only save $0.39 on your taxes. Pay the tax and invest the rest. Unless you have a Needed and Planned purchase. Or better yet fully fund your 401(k).

Prospect: Old CPA was cheap and didn’t give any advice. Me: We charge $7k but we’re around all year. Tax savings are $15k-$20k Prospect: Sign me up! A few days later… Prospect: You’re too expensive. 🤦‍♂️ #taxtwitter

Who knew this would be such a divisive topic? Responses ranging from “charge more” to “you’re a fraudster”…

My favorite tax savings ideas: 1. HSA 2. 401(k) 3. IRA Pay yourself first. Simple #TaxTwitter

In the last 4 weeks… 1. I’ve hired an awesome Senior Tax Accountant. (NC based) 2. Adding a new Tax Manager on Monday! (MO based) Celebrate the wins! #taxtwitter

One of the most satisfying conversations I've had as a firm owner. Current client: I am going into business with my brother and he wants me to use his current CPA. If you can compete on price you can probably pick up my brother as a client too. Me: I don't compete on price.

To the firm charging $700 for a 1065 and $300 for a 1040…please stop. Btw your clients complained they can’t get ahold of you. #TaxTwitter

New client in dental specialty, 1099 w/no employees: $500/month for tax advisory $300/month bookkeeping $3k/year for tax compliance He gets to offload a whole lot of stress. We make sure he stays in compliance and keeps cash flow top of mind. Keep em coming! #TaxTwitter

Client want advice and but only pay for tax compliance. I tell prospects that filing a return is required but isn’t all that valuable. Is you are an SMB owner you need: 1. A tax pro who picks up the phone when you call. 2. Regular meetings to plan tax estimates. 3. Discuss

What’s the biggest PITA fee you ever charged as a % of total fee for tax prep? Here we go… #taxtwitter

“Facts and circumstances” Not just a throw away phrase. Planning opportunities can open and close depending on what clients share AND the questions you ask. Choose to get familiar with your client’s details to provide superior service. Also charge for it. #TaxTwitter

I got a LI message saying I’d be a good fit for a Tax Senior Associate role from a recruiter. …thanks, I think?🤔 😂 #TaxTwitter

Client sold to private equity, rollover equity. K-1….? “Hoping” to get it on Monday. 😆 😅 #TaxTwitter

Taxes, straight up was told by a boomer, “I don’t know why anyone would pay an accountant to file their taxes, it’s so easy.” That’s literally all I do 😂 and make good money doing it…

That moment when your client underestimated their business income by $250k… Financials were not provided for Q4 or Ext calcs. Just estimates. PTE, federal and state payments are low… #TaxTwitter

For my egregiously late folks this week it is about 40% PITA as a % of the over fee

No one at Blueprint Tax is prepping or reviewing returns this weekend. Super grateful for an awesome team and setting boundaries with clients. #TaxTwitter

We meet with a majority of our tax advisory clients on a semi-annually basis. In May/June we tell them what to pay for Q2 & Q3. At beginning of September we send auto reminders via Karbon to pay Q3. This last week we received a lot of payment confirmations. Consistency +