I just got called the "magical fairy godmother tax person" and I figure I should just quit while I'm ahead and go home.
Creepiest voicemail ever. Just called a client at work and the answering machine said, "Thank you for calling XYZ company. We sometimes listen to your phone calls and sometimes we record them too." I didn't leave a message, I'll check for another number for him. Eeew!
#TaxTwitter Anybody else seeing Missouri sending out notices for unpaid taxes for 2024 because they didn't apply the 2023 refund to the estimates? I'm getting too many calls about this.
Just got a phone call asking for a price quote. Person on the line said it was a very "simple" return so I quoted double my usual price. Let's be real, if the return is that "simple" you're not calling me.
Hey #TaxTwitter, I have a weird problem. I have a deceased taxpayer and a balance due. We're not supposed to mail in a check anymore, but going online to pay - we can't seem to confirm the identity. Anybody have any suggestions for me?
Just bragging on my husband a little bit. He's got a showing coming to Art Fusion on October 17th. If you're in St Louis, this is a cool gallery to check out.
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#MarkWitzling
#MarkWitzlingArt
PSA: Before you call your tax person to ask why you're getting a letter from a taxing authority to pay your taxes, please look to see if you actually paid the taxes first.
I love when people insist that they can pay their taxes themselves and don't want to pay with a direct debit, then they contact me to make the payment for them because "they can't make the payment themselves."
"I don't know why anyone would hire a tax professional these days when everything can be done automatically." On the other hand, I just brought a return down from a balance due of $59,000 to a refund of $6,000 so I think I earned my fee on that one.
Jan Roberg retweeted
🎁 It’s almost time! The Arya Foundation’s Holiday Adaptive Toys 2025 Program opens Oct 1st! 🧸✨
We’re giving away toys designed for children with disabilities—bringing joy, inclusion & accessibility this holiday season. 💙
📅 Apply: Oct 1-Nov 1
🎄 oin us in spreading cheer!
I just lied. Client is habitually late, and will not have business records to me on time (we're way past MY deadline, but 9/15 filing date.) Anyway, I'll be claiming Missouri disaster relief. She just asked me what the new deadline was. I told her it's 9/30. It's actually 11/3.
PSA: if you are sending an excel spreadsheet of numbers to your tax accountant, please send the excel spreadsheet instead of, or in addition to, the pdf of the numbers. Also, just an FYI - if your spreadsheet has only 10 columns and 29 rows, you do not need an 18 page pdf.
It’s officially the Peanut M&M part of tax season! #taxtwitter
PSA: "credit card payments" isn't really a business expense. You're probably paying legitimate business expenses, but "credit card payment" isn't really a line item that should be on your profit and loss statement. Just putting that out there, I'm going to want more info.
I got an email from Ameren, my electric company telling me about my bill. The sub-heading was: Find out what appliances cost you the most. Guys, I already know, it was my air conditioner. I don't need to open that email.
Jan Roberg retweeted
Please repost this. It is time! I am ready to go to Washington DC!
Why I Should Be the Next IRS Commissioner!
I dropped out of college after my freshman year immediately following high school. I spent three years working minimum-wage jobs. I spent six years in the United States Navy, and I was a Reactor Operator on SSN 672. I qualified as an Engineering Watch Supervisor as an E-5. The next five years I worked as an hourly employee at a civilian nuclear power plant, a steel mill, a foundry, and a Pepsi bottling plant, and became a journeyman electrician over this time. I was a member of three different unions.
I then spent four years as the Maintenance Manager at an assembly and packaging facility, where I was a member of management. I went back to college for 21 months at age 37 and earned my bachelor’s degree in business with a specialty in accounting. I later earned my MBA.
I became a Certified Public Accountant in early 2007 just before I turned 40. I am the Managing Partner of a public accounting firm in Fort Wayne. We specialize in income taxes, tax planning, bookkeeping, payroll, and consulting. I personally review and sign 400 income tax returns per year.
I grew up middle class, and my father retired as a field auditor from the Indiana Department of Revenue. I am a generalist and have a broad knowledge of how things work. I am a co-founder of The Collaboration Room, and I write on tax topics.
My goals as IRS Commissioner are to:
Work with technical experts in and outside of government to modernize the IRS. It is appalling that the IRS is still using systems that are more than 40 years old.
Work with Congress to simplify the Internal Revenue Code. We have the most complicated tax code in the world, and this puts the United States at a competitive disadvantage.
Coordinate with the Taxpayer Advocate and the U.S. Treasury Inspector General for Tax Administration to understand their recommendations and implement those changes that make sense.
Form a deep understanding of how the IRS works, understand the problems it faces, and work with employees and managers at the IRS to streamline and improve the IRS.
Our country relies on the Internal Revenue Service to collect the bulk of the revenue the federal government spends. We need to build a strong team at the IRS and stop vilifying them.
Implement systems to gain constructive feedback from tax professionals and implement changes based on their recommendations.
We need a modernized, streamlined, effective Internal Revenue Service and a simpler income tax code that is easier to administer.
Mike Sylvester, CPA
xitter.cf/messages/227090203-135…
Okay #TaxTwitter, we're not going to get an IRS Commissioner we like unless we campaign for it. I nominate Mike Sylvester @FortWayneCPA.
#BoomerMikeforIRSCommissioner
Am I the only person in America who would like to see us pay down our $37 trillion dollar debt?
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