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3whitt.bsky.social
Husband, dad, and proud Auburn grad. CPA firm owner specializing in dental offices and owners. Runner, cyclist, and lifelong fan of the Braves, Falcons, and Hawks. Balancing work, family, and the great outdoors.
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I’ve sent no less than a half dozen emails on #BOI over the last 6 months, and yet I still got the “What is this BOI thing I’m just now hearing about?” email. #taxsky

I cannot log in to QBO. Tech support suggested I try again tomorrow. Lord, is this a test? #TaxSky

When I (eventually) retire, I won’t miss asking, “Did retained earnings roll forward correctly?” in response to “The Schedule L doesn’t balance and I checked everything!” It doesn’t get any more #taxsky than this post.

Cleaning up the work of a prior accountant and discovered a new expense category… #taxsky

Soraban organizers went out today. This is our first year using their platform - praying we get some good adoption. #taxsky

I think the #BOI advice at this point has to be: “I don’t know when it’s due. Just file it. It’ll take 5 minutes.” #taxsky

One nice thing about doing the engagement letter roundup before year-end is that you lock in your next year revenue and projects before the sh*t hits the fan in January. #taxsky

On the IRS PPS line for 1 hour, 11 minutes and counting. “May I place you on a 5 to 7 minute hold multiple times until you eventually perish?” #taxsky

If you ever have a client pay household employee taxes on a FEIN instead of an SSN, you might just want to disengage with the client instead of trying to get those taxes moved to the SSN. It’ll be the highlight of my career if I get this done. #taxsky

Little man had his neuter surgery today, and, yeah, he’s taking it about how you’d expect. ☹️

There is a lot of bad tax advice being trafficked on Yellowstone these days. 😆 #taxsky

What my former client said: “I need a more aggressive tax advisor.” What my former client meant: “I need a tax advisor that lets me deduct my personal expenses.” #taxsky

I had someone tell me one time he paid so much in tax that he had to quit working. Stupid me didn’t even think to ask how much tax that was. #taxsky

When a client’s attorney wrongly tells him he doesn’t need a business license, can we report it as an unauthorized practice of accounting? I mean, damn.

The “Disciplinary Action” section of the state accounting board newsletter is always an entertaining read. The last one published an 80 year old CPA getting fined for failing his CPE audit. That’s rough. #taxsky

Little man’s first Christmas. He clearly doesn’t know that it’s the most wonderful time of the year.

Deleted scene: Marty walks in and asks Ruth, “Where are you on those BOI reports for the Blue Cat and Lickety Splitz?”

We have not been taking standalone tax work without the bookkeeping and are learning from prospects that it is difficult to find firms that will. We may rethink that if we can get the price we want and extend any new returns we take on.

#Taxsky I have a client that is a maniac about the bookkeeping (“This $50 should be office supplies, not office expense!”) and yet is indifferent toward tax compliance. I can’t make it make sense.

#Taxsky “Can you give this business buy-in a 5-minute review? I don’t want to make a big mistake.” 😆

I’m beginning to think my morning bagel is not helping me achieve my weight loss goal.

Mind eraser, Iron Bowl edition.

“I understand you have a quote from a restaurant to host your holiday party for $3,000. You have 3 employees, so, no, I don’t think we can use this quote for the Augusta Rule rent.” #taxsky

“Hey, I know it’s Thanksgiving, but quick question…” #taxsky

Be careful with the alcohol around your family today.

Little man’s first beach trip. Had to do it.

2025 client engagement letters and invoice schedules sent. I am not doing a thing the remainder of the day.

Interested in this also. I had a client drag their feet until the moratorium - we filed a claim anyway in Feb. Fingers crossed, but not holding my breath!

I’ve got one of them!

I ought to have all our 2025 engagement letters out by tomorrow - my least favorite task. My second least favorite task is calling behind them. #taxsky