CPA. Former teacher. Fierce defender of those I hold dear. Unrealistically optimistic. Typically sarcastic and salty af. Plucky comic relief. she/her/hers
I am a CPA. I work with numbers for a living.
Also me - I don't know the difference between the C and the CE on my calculator and therefore must press both multiple times before starting a new calculation.
I am a partner in a CPA firm. I feel our business is one of client service. I am here to help my clients. Whether that is helping them by doing their taxes, understanding their taxes, making tax less scary, doing tax planning, working with their financial advisors to help
I am excited to announce today is my first day at my new firm! I took a position as a principal at a firm that offers both my clients and myself better care and I couldn’t be happier!!
Met with a young couple last night to talk about bookkeeping. Got to the price and they said, "That's great. If it's costs us money to do it right, we'll just make more money to cover the costs."
I'M KEEPING THEM YOU CAN'T HAVE THEM.
Well, fuck. Just learned a client died yesterday in a construction accident. My age. Good man. Good client. Today sucks. Tell your loved ones you love them. Life is too fucking short.
A tale of two firms - vacation stories...
1. My first accounting job, at a Big4, I took an APPROVED 5 day weekend at the beginning of August to spend with my husbands family. I spent the whole time, as discussed with HR, studying for the CPA exam. I got back on Monday and was
Don't start IRS letter with "Dear Dumbass"
Don't start IRS letter with "Dear Dumbass"
Don't start IRS letter with "Dear Dumbass"
Don't start IRS letter with "Dear Dumbass"
Don't start IRS letter with "Dear Dumbass"
Don't start IRS letter with "Dear Dumbass"
Don't start IRS...
My father-in-law fell this morning and is on his way to the hospital. He also has dementia and has been my second dad for more than half my life. Any prayers, vibes, etc. are hugely appreciated.
Today... today I am wishing that W4s and the withholding tables would be simplified:
"I want to have x% withheld for federal and y% withheld for state."
Client drops off material. Client emails to inform me they have dropped off material. Client calls to inform me they have emailed me to inform me they have dropped off material. . .
Going through my list of returns to finish:
- Ugh, that one's a mess
- Ish, that one's a mess
- Nope, that one's a mess
- Oooohhh maybe that ... nope, mess
My father-in-law died this morning. It was not unexpected but it does leave a hole in our hearts. Give your loved ones a extra hug for me today please.
Forgive the length of this one.
10 years ago today, November 8, 2013, my dad died. It was both an incredibly long and blindingly fast year. From the time I can remember, my dad had joint issues. When I was in college, and he was the ripe old age of 47, he had his first knee
#ProTip
- when reviewing tax returns, make sure you have the SAME CLIENT'S return open in the tax program as you do in the work papers.
Follow me for more tips on how to be a Professional Tax Preparer...
A young financial advisor sent me an email today with:
Recognition of a long season
A thank you for being a referral for her clients
3 accounting jokes
A summary of services she provides
Color me fucking impressed.
Met with a client who just spent his first Mother's Day as a single dad. His wife of 41 years died in March. I hugged him on his way out. He looked at me and said, "Thank you, Mary, you are a great accountant."
Remember it doesn't take much to be kind.
I'm going on vacation tomorrow. For two weeks. Setting an OOO that says I am not reachable. Which means I need to remove my office email from my phone. Having some anxiety around this...
#TaxTwitter
- kick my ass please...
It's TIME!!!
#FridayWins
!! NO FUCKING WIN IS TOO SMALL!!
- I got a workout in this week!! Thank you to
@FitTaxBlueprint
💪
- Answered a few emails 😂
- The official announcement came out this week that as of January 1, 2024 - I will be a shareholder/partner at my firm. ☺️
Feeling stuck. In a lot of ways. And, what's worse, I feel like I know the things to do to get unstuck and I don't do them so then I get mad at myself.
I know it'll pass, but in case anyone else is struggling a little today - you're not alone.
Did I just send a very unhappy client an email that we're not a good fit, even though we've had their stuff for a long ass time?
Yes.
Am I now shutting down my computer so I can't see a responding email tonight?
Also yes.
Call me a coward...
So far this morning:
- two client e-mails changing information on returns that were printed and ready for pick up
- my old boss called with a question
- client (not mine) had questions on his extension payment and some other things that the front desk couldn't answer
- one
Yesterday was hard because of a client. Today I had THREE separate clients tell me, “Thank you. I really appreciate you and what you’re doing for me.” I’m choosing today’s wins.
Stopped at the gas station this morning. Got gas for my car. Went inside. Bought ALL the junk food. Guy behind the counter asked me if I wanted my receipt. I said, "No. Thank you, This never happened." Big guy behind me started laughing and when I looked at him, grinned
When you think you're the only one fucking things up - remember you're not.
We all make mistakes. And it sucks. But it sucks a little less to know that you're not the only fuck up in the world.
So - own it, fix it and move on. I'll do the same.
How do I get over this HUGE GIGANTIC block I have around calling people?!?! It's gonna be a 2 minute conversation, not even all that hard and I've been staring at the phone for FUCKING HOURS now...
Quick reminder: You are amazing and wonderful. You make mistakes like any human and those mistakes do not make you less likable or lovable. You are as deserving of grace as anyone. Remember to breathe and know I care about you.
HAHAHAHAHA... you know that return that you thought was pretty much done except for the couple of questions you had to the client and then the client finally answers you and you realize... HAHAHAHAHA... that the return really isn't pretty much done...
HAHAHAHAHAHA...
Friday wins - not gonna lie, it's been a tough week. Makes it important to look at the little wins. Let's hear yours.
- I have people who care about me.
- I have people I care about.
- I am still capable of learning new things.
#TaxTwitter
- I have a win! One of my 18 year old clients listened last year and set aside money to pay his SE tax this year! AND he started a ROTH for himself.
Client: I got a letter that says they changed my return.
M: Send me a copy of the letter.
Client sends picture of front of page 1 of letter.
Letter says, "See page 3 for changes."
C: Did I mention I own a foreign property?
M:
C:And that I'm renting it out?
M:
C:
M:
C:
M:
Narrator: The client, had not, in fact, mentioned they owned a foreign property. Or that they were renting it out.