James Upton III, EA @uptonaccounting
Accountant, psychologist to my clients. Tax #MAcc, AgTax & Clergy niches. Firm owner since ‘03. Laugh often, life is too short, enjoy it! #TaxTwitter uptonaccounting.com Seagrove, NC Joined October 2012-
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Every time I have a tax return with optional method social security or adoption credit it’s a guaranteed letter from IRS and an argument to get fixed.
I’m hoping this is true!
Good post! Discriminatory Index Function (DIF) is the red flag system. Tax returns are classified based on NAICS codes and then the line items that show up on the account transcripts are the ones that carry the most weight. That’s why some people always use 99999 as a business…
Good post! Discriminatory Index Function (DIF) is the red flag system. Tax returns are classified based on NAICS codes and then the line items that show up on the account transcripts are the ones that carry the most weight. That’s why some people always use 99999 as a business…
I’m going to say this. X should be a place #TaxTwitter can be raw, and honest. Telling people to quit whining or to change careers is just disgusting. We are here to support each other. If you are just here to brag or condescend and not support, encourage or help, then at least…
Literally no one is giving us a breather at all. This is the norm now. In the past we usually had the last two weeks of April to regroup. Now not even one day. People expect instant reactions and responses even when you set the expectations. Cut list getting longer today!
Yesterdays caller of the day: 9am C: My payment didn’t process last year, I don’t want that again send me vouchers I can print. 2pm C: Tell me how to write this check, why does it say US Treasury, it is to the IRS? 6pm C: Post office is closed but I dropped the payments in the…
Yesterdays email of the day: Hey I think accrual method will be better for my taxes since my P&L on QBO showed less profit using accrual than cash. Can you redo the taxes on accrual?? We owe like $9k when I put my K-1 into TT so I need this done today!
Done! Completed 876-1040s & 120 entity returns. Extensions filed 273-1040 and 57 entities. I’m tired but blessed, it’s been a good season! We did it! #TaxTwitter
Today needs the Guy on a Buffalo! youtu.be/v5Lmkm5EF5E?si…
Less than 10 returns to crank out by Monday and those are all for review on my end. I only need to prep 3 and those are no big deal. Batch filed all known extensions today so Monday we will only handle stragglers. It’s a good finish for us this year despite many obstacles.
Feeling better today, last week was just a hard one for several reasons. Out TaxTwitter family really does care and shows up to support each other. Now back to another 1040, with an 1120S on the side! 🔥
Great advice for this week ahead!
Dealing with depression is hard enough but when you have it during tax season it’s a real peach. Just have to fight through this next week. So much to do.
As I’ve said IRC 121 is not always simple!
As I’ve said IRC 121 is not always simple!
I should’ve been an attorney. $30 per email and text $50 per phone call. I’d have made $1800 just from those yesterday.
Adam Markowitz @adammarkowitzEA
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@uptonaccounting Optional Farm method and EIC. Nearly every time! Also having consistent issues with Sch J and AMT
Who has started working on the BOI now that tax season is over? #TaxTwitter
@uptonaccounting @sweatystartup I have no one to share it with and I feel neither empty or hollow. I am proud of myself for the life I made.
@uptonaccounting @sweatystartup Someone or some friends. Highly recommend looking into apartment with a fun pool if you’re lacking the latter. Owning a house is great and all but there are costs one may be sanity.
@uptonaccounting But I'm sure their online filing system does it right....
I have a date tonight. After 6ish months of not seeking to date. Super nervous 😬
@bsuecannon @JStaatsCPA @JacobOberlander Brenda/Jacob/Jason-great podcast this morning - so interesting to see how you're managing the client's & the schedule. Big thanks for walking through the details!
Thank you @JStaatsCPA for sharing our scheduling process. And thank you @JacobOberlander ! Jason heard about it from you and I heard about it from Jason! That’s what we do in our accounting/tax community. We share the love! 😊 On Jason’s podcast, Jacob and I talk in detail about…
@LoganGrafTax Do soft skills include boundary setting skills? 👀
I’m terrible at staying patient when someone's taking forever to get to the point during the workday. Sitting there feeling the time being wasted needlessly is draining. Knowing how to relay the bottom line quickly is an underrated business skill.
How do you handle notices from the IRS that are 1. Not you’re fault 2. You’re fault 3. Not even the tax year from engagement letter I have found it that clients expect us to “take care of this” with no extra charge and I can see the potential of this becoming a time suck.
Alright #TaxTwitter peeps… how are we dealing with clients that have magically disappeared once the invoice is due? (This is actually a first for me)
@uptonaccounting @IraGilligan How far from Charlotte Airport?
@IraGilligan @uptonaccounting I could work with this. Maybe a ranch that is 1500 to 1800 SF. I do not have a private jet... I am too cheap... But maybe we can go halfsies on one Sabrina.
@MikeSyl36625988 @uptonaccounting Lakefront condo, an hour drive to CLT airport (5 min drive to Hickory airport for your private jet) zillow.com/homedetails/10…
@IraGilligan @uptonaccounting I always wanted a lake house...