Leroy Kerry
@FiledLeroy
Building @FiledHQ #taxtwitter
We decided to help tax pros actually enjoy tax season. Not survive it. Not dread it. Enjoy it A crazy idea? Maybe Until it worked 👇
How do you really keep your marketing on autopilot as a busy founder? As your accounting firm grows, so do the demands on your time. Here are 3 simple ways to keep things running smoothly while you focus on your clients: 1. Deliver top-tier client service. Happy clients…
Doing taxes feels like cooking. You just end up with less than you started with. #taxtwitter
Niching down and pricing your services correctly will get you more freedom. #taxtwitter
What advice would you give to someone looking to start their own accounting firm? #TaxTwitter
The mad scramble to locate every client record, ensure accuracy, and avoid those late-night ‘where did I save that?’ moments. 😅 Say goodbye to the scramble. This tool can organizes every client tax file into a perfect folder, built for CPA powerhouses like Drake, CCH,…
EOY Tax Meetings Agenda 1. BOI Reporting 2. Biz Income Projection 3. Rental Losses 4. 401(k) 5. Max out QBI Deduction 6. State PTET Takeaways 1. How much to pay to satisfy safe harbor by 1/15/25 2. How much to pay by 4/15/25 3. State PTE to pay by 12/31 #TaxTwitter
Don't forget it's time to renew your PTIN and one of the questions is if you have a WISP. Make sure you actually have a WISP in place before you renew your PTIN. #TaxTwitter @AICPA
This is not a fun fact: During tax season, the average accountant clocks 50-60 hours a week. Even hitting 80 hours! That’s some serious overtime to make sure every figure aligns. They’re the true, behind-the-scenes heroes of finance. Subscribe to our blog here to read…
Unless your using a tool to help it's really hard to achieve good cost-benefit results.
It really amazes me how there are tax prep shops out there charging below ground levels prices. Especially in higher COLA areas. $300 for a MFS return with a Sch C for one of the taxpayers. In our area? How are you making any money?!
The US election will have far-reaching economic consequences, ranging from how Americans are taxed to how the country trades with the rest of the globe. btaxgo.com/0eF1oQe
Accountants shouldn't have to waste hours drowning in paperwork. Can you imagine getting what you need from a document in seconds, not hours? 🎉This new unlocked feature does that: In just one scan, you can extract everything you need no more manual searching. Think of it as…
Interesting read on how taxes may be affected past the elections 📑
The corporate tax rate? The state and local tax cap? Individual tax cuts? Everything is on the table and it all depends on how Americans vote this fall. Listen to @ReporterCioffi speak about his expectations for tax after the election btaxgo.com/gjEyGby