Ashley the CPA 🌿 @seattle_tax Twitter profile

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@Rivn201

Ashley the CPA 🌿

@seattle_tax

2 years

@jessejanderson Starting out with tiny habits and then stacking them into bigger habits is how I like to build my transient house of cards. I just have to make sure I never take a vacation or get sick or get busy and eeeeeeeverything is fine…

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Ashley the CPA 🌿

@seattle_tax

9 months

Men. Let’s Talk. I’m worried about you. The more I connect with some of y’all, the more it’s VERY apparent that you’re not paying attention to your “old-men-around-a-table pipeline”. Yes, you got your 401(k) and your insurance and your plans to pay off your house and plans to

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Ashley the CPA 🌿

@seattle_tax

1 month

@MorganJerkins Some ladies and I got together and hired someone to teach us how to knit because we needed stress relief. I ended up being an aggressive knitter and another friend ended up being someone that overcommitted to knitting gifts for everyone. Turns out when you don’t know how to

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Ashley the CPA 🌿

@seattle_tax

6 months

Dear friends - looking to eliminate sugar from my diet for inflammation purposes. For those who have successfully eliminated/reduced sugar - how did you do so without accidentally murdering anyone?

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Ashley the CPA 🌿

@seattle_tax

3 months

@mountainwesttax Like one right after the other or did she at least make the kid take a break between packs?

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Ashley the CPA 🌿

@seattle_tax

4 months

I love the narrative that these poor working folks who have scrimped and saved their whole lives to just be hit with this unfair and burdensome tax… …completely ignoring the fact that its on folks with taxable income over $1,000,000 and have net investment income over

SMB Attorney

@SMB_Attorney

5 months

Capital Gains: You’ve worked, paid taxes on the wages, chosen to delay gratification by investing the post-tax money (stimulating the economy/risking losing the money). Then when it works out, the government wants to tax you again at 44%? Encourage this; don’t punish it.

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Ashley the CPA 🌿

@seattle_tax

11 months

1) I have literally been on a 2-hour date with a man that didn’t ask me a question ONCE 2) I have literally been on a date with a man that when I pointed out that he hadn’t asked me any questions, looked across the Puget Sound for inspiration, pointed to a mountain on the other

chris evans

@notcapnamerica

11 months

Ladies — Is this what it’s really like out here? 😭

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Ashley the CPA 🌿

@seattle_tax

8 months

@CapitalShipyard Oh hi, I’m a CPA tagged into the discussion. I think what we have here is the ol’ “knowledge gap” between what you know about your tax compliance situation and what your CPA has to do with your tax compliance situation. So, some things that can increase your compliance costs…

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Ashley the CPA 🌿

@seattle_tax

7 months

How about it, fellas? Who wants to stay home and raise some babies while I go out and build the business? (Must be younger, able to stay fit and attractive while raising 2-3 babies, not ask for any part of the business or guarantees on future assets, must be able to keep

FourPlex Guy Carlos Gonzalez

@dig_deeper1

7 months

@DelwynLiang That’s why you marry someone younger so they can keep up with them while you focus on the biz and you teach your kids about the biz so they can carry on if they wish to

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Ashley the CPA 🌿

@seattle_tax

6 months

If y’all wanted to see me ugly cry, today is the day. I’ve been accepted into the Microsoft MVP Program. Now if you’ll please excuse me, I’m going to go try not to cry for at least 10 minutes. #MVPBuzz

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Ashley the CPA 🌿

@seattle_tax

2 years

I want to build a firm where all of my female peers that felt forced out of public accounting to care for their families would be tempted to come back. That’s what a successful firm looks like to me.

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Ashley the CPA 🌿

@seattle_tax

11 months

I’m beginning to suspect that clients don’t enjoy uploading documents to a portal… ….and possibly that none of them have downloaded the cool app that was one of the selling points… …it might even be that they find it to be a horrible pain in the neck to log in at all….

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Ashley the CPA 🌿

@seattle_tax

9 months

I’m just going to be over here crying because it’s so amazing and wonderful. Don’t mind me…. (I might be over here also about to go buy myself some celebratory pie)

Jennifer Lee Wilson (She/Her/Hers)

@JenLeeWilson

9 months

Our own #taxtwitter colleague, @seattle_tax just announced as runner up for the #dcpa23 #digitalcpa Innovative Practitioner of the Year award. Congratulations, Ashley. A TON of talent in the field. You're #1 in my book...keep the AI learning and sharing coming. @ConvergenceSays

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Ashley the CPA 🌿

@seattle_tax

11 months

Oh hey y’all - I just found out that I’ve been nominated for the 2023 Innovative Practitioner Award by . I’d love it if y’all take a hot second to vote for me. 😁

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Ashley the CPA 🌿

@seattle_tax

2 months

I’ve also been surprised by the number of friends who have stopped drinking alcohol just because it’s not serving their larger health goals. I love this trend - it’s like how we’ve moved away from smoking for health reasons as well. I was at dinner at a pub/restaurant with

Ant Natoli

@natolisnuggets

2 months

Talked to 3-4 friends recently who have stopped drinking alcohol. Do you think drinking alcohol is worth it?

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Ashley the CPA 🌿

@seattle_tax

1 year

Oh hey y’all. I did a thing…. #TaxTwitter #Microsoft #PowerAutomate #CoPilot

Certified Public Accountant transforms accounting processes using Power Automate - Microsoft Power...

Ashley Francis is a Certified Public Accountant (CPA) with The Francis Group practice in Seattle. This story explores Ashley’s passion for Power Platform and how Power Automate with generative AI...

www.microsoft.com

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Ashley the CPA 🌿

@seattle_tax

4 months

So, since folks are going to be wandering over from the other thread (you know, the one about tax rates), I figured I’d use that energy for good. Here are some things about U.S. taxes that lots of folks get confused about: 💰 You don’t need an LLC to take business deductions -

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Ashley the CPA 🌿

@seattle_tax

2 years

#TaxTwitter - I’m starting to believe there’s a service model out there for educating taxpayers on whether their tax return is “simple” or not…

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Ashley the CPA 🌿

@seattle_tax

1 year

Soooo, because its Monday and I didn’t have a chance to get into an internet argument over the weekend… I saw someone mention that the only difference between a CPA and a non-CPA is the ability to issue audit reports and I wanted to jump in and point out that that’s not

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Ashley the CPA 🌿

@seattle_tax

6 months

@mvarghoose How many murders am I allowed?

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Ashley the CPA 🌿

@seattle_tax

11 months

Y’all, for no reason whatsoever, can we just appreciate @LoganGrafTax ? He’s kind, he asks questions, he tries to help out other people and shares his knowledge freely. He’s a good egg.

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Ashley the CPA 🌿

@seattle_tax

7 months

Bookkeeping is so easy, a child could do it (having been that child). Quality bookkeeping, on the other hand, is an art and a science and a whole lot of trying to pin down answers-to-transactions-long-forgotten. 💰 Don’t cheap out on bookkeeping. Because the fees you’ll pay

MWT

@mountainwesttax

7 months

Good morning! Professional tax planning is not possible without correct bookkeeping. This account is now dedicated to reshaping people’s opinions of the value of bookkeeping.

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Ashley the CPA 🌿

@seattle_tax

1 year

Hey. You there. With the gnarly .csv client data file. Psssst, come over here…. Yeah, a little closer… a little closer… I got something for you. Take a look at that. Ain’t she a beaut? This here prompt convo will show you how to get #ChatGPT to

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Ashley the CPA 🌿

@seattle_tax

11 months

@notcapnamerica Legit except he didn’t ask her to go to coffee or for a walk. “Drinks tonight” would be an improvement

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Ashley the CPA 🌿

@seattle_tax

1 year

Hey Friends - I’ve seen a lot of folks saying that they don’t have time to go down the “AI Rabbit Hole” (I get it, it’s probably endless and you have a life). So, I created a course *starting* June 1, 2023 that will give you daily exercises in #ChatGPT and #BingAI . The

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Ashley the CPA 🌿

@seattle_tax

1 year

@SMB_Attorney Love it - if you don’t mind, can I add on? 1) Convert to sequencing prompt - “Blah blah blah details… tell me what you understand I told you, make a table with a prioritized numbered list of action items and next steps, including information I might need and deadlines, list out

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Ashley the CPA 🌿

@seattle_tax

4 months

@1chrismcg Ah, I see, we’ve gotten to the Persecution Complex level of “I’m being treated like a Holocaust Victim”. Tell me, how many times a week do you enjoy trotting out that quote and what are the odds that you will ever have to pay this tax and then go to a horrific death? Hmmmmmm?

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Ashley the CPA 🌿

@seattle_tax

2 years

I have over 500 followers now (blows my mind but you all seem lovely), so I thought I might just share a bit about me. I’m a CPA and currently studying for my PFS cert (like a CFP for CPAs). When I’m not working, I enjoy knitting, pickleball, my kid, my dog and my plants.

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Ashley the CPA 🌿

@seattle_tax

7 months

Someone needs to start a service where I can rent a man to just putter around the house while I have handymen/contractor here so I don’t have to deal with the, “hey, what’s your number so I can check in on you later” or, “so, you obviously are doing your whole life wrong, here is

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Ashley the CPA 🌿

@seattle_tax

1 year

Next year, instead of a FIFO method or a “pizza tracker”, I’m going to go with a “Lottery Ball” method. The client’s name is going to be written on a ball and chucked into one of those lottery ball air machines with all of the other clients. If I press the button and they’re

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Ashley the CPA 🌿

@seattle_tax

1 year

Okay friends, I’m going to rock your world and shatter your very perception of life… …Just kidding - its Monday morning, I can’t even figure out where I left my glasses (hint: they’re on my face). But, I DO want to dispel a myth that I think holds us back, especially as women

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Ashley the CPA 🌿

@seattle_tax

5 months

Can we pause the fighting on EAs vs CPAs until we have enough of both to serve the tax needs of the general population? - Signed, someone who just desperately wants to have qualified referral sources…

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Ashley the CPA 🌿

@seattle_tax

5 months

I feel like I shouldn’t have to say this, but the way some of y’all advisors talk about how you work with tax professionals is another reason you can’t find tax professionals to work with. 😤 Y’all talk about all the planning that you do with the client and then you send it

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Ashley the CPA 🌿

@seattle_tax

11 months

My attorney told me today that her professional ethics don’t allow her to swear at other attorneys. …we don’t have that same constraint in our professional ethics as CPAs, do we? We can swear at attorneys?

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Ashley the CPA 🌿

@seattle_tax

9 months

Confession time - I usually hate social events at conferences because I always feel like everyone is going to discover that I’m big ol’ nerd. I’m so glad that I’ve gone to the Flamingle and the Speakeasy night at the #NewMoneySummit . It’s given me a chance to dress up and talk

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Ashley the CPA 🌿

@seattle_tax

7 months

Estate planning is weird and confusing. And it’s difficult to know who to trust (ha!). May I suggest checking out the ‘American College of Trust and Estate Counsel’ resource page for a lot free and easy-to-understand resources. There’s even a section for Wealth Advisors.

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Ashley the CPA 🌿

@seattle_tax

2 years

Just your daily reminder that just because someone wants to drop their problems at your feet, you aren’t required to pick them up… …at least not without an engagement letter and deposit first…

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Ashley the CPA 🌿

@seattle_tax

10 days

I thought my scale was broken because it was coming up about 10 pounds higher than I thought it should. So, I ordered a new scale from Amazon to be delivered overnight and wouldn’t you know it? That one is broken too.

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Ashley the CPA 🌿

@seattle_tax

4 months

Honestly, if you’ve never been out to dinner with a bunch of estate planning attorneys and had the topic turn to the “ideal structure for lottery winnings” after they’ve had a couple of drinks, you’ve never experienced the depth and breadth of trust and estate planning

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Ashley the CPA 🌿

@seattle_tax

1 year

I’m at around Video 23 of my #100TerribleVideos . Thought I’d share some insights…

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Ashley the CPA 🌿

@seattle_tax

2 months

I need to get ready for bed but I can’t stop refreshing my feed to see all of the excitement, joy and really funny new memes… Also, fellow white ladies, we should start a book club that’s actually an underground ‘Kamala for President’ campaign group that attracts and educates

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Ashley the CPA 🌿

@seattle_tax

1 year

I have come to the conclusion (again) that the U.S. Tax System is utter nonsense and balderdash. The fact that the language/technical aspects have gotten so complex that even “straightforward” tax situations are no longer straightforward is appalling. …and now I’m going to

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Ashley the CPA 🌿

@seattle_tax

1 year

Y’all, I’m a speaker at the #ENGAGE conference! I’ll be speaking on Monday, June 5th at 1:30 pm on “Navigating uncharted opportunities with AI and personal financial planning” with Andrew Altman (I’m not sure if he’s on here). I’m pretty sure everyone’s already registered, but

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Ashley the CPA 🌿

@seattle_tax

2 years

Dear FAs - if you pass along tax advice from me to a client without credit and they parrot it back to me as a sign of how smart you are… I have a list…

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Ashley the CPA 🌿

@seattle_tax

8 months

So, this is to all the newly solo tax professionals that might get pushback on pricing… 99.9% of the time, we underprice our service offering. We don’t value our time, as dear as it is. We don’t value our knowledge, as hard won as it is. You can always adjust your price down

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Ashley the CPA 🌿

@seattle_tax

11 months

Y’all. My niblet went into this school (its for gifted children with learning challenges - he has ADHD and is on the autism spectrum) thinking that he was bad at math and I just saw that they created a special “color in the picture” for him using higher level math concepts to

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Ashley the CPA 🌿

@seattle_tax

1 year

Goodbye Denver and #TaxRetreat ! I’ll see y’all next year! It was a blast.

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Ashley the CPA 🌿

@seattle_tax

5 months

Enrolled Agents can also represent taxpayers in situations where CPAs would be limited by our tax standards. The differences between a fresh EA vs a fresh CPA: 🤔 The EA exam doesn’t require that you have a background or education in accounting. But an EA with an accounting

Matthew J. Cordes, EA

@cordes_tax

5 months

Enrolled agents (EAs) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. Only EAs, attorneys and CPAs may represent taxpayers without

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Ashley the CPA 🌿

@seattle_tax

6 months

I can explain….

Derek Foote, CPA

@WTFoote

6 months

Submitted without comment. @seattle_tax #teamwafflebetrayal

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Ashley the CPA 🌿

@seattle_tax

8 months

Y’all. Mayo is gross. There’s no need to argue about which one is the better one. It’s just gross.

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Ashley the CPA 🌿

@seattle_tax

1 year

I had probably one of the worst days of my life today. Like ever. (Can’t talk about it) …and then, on my way to pick up my son, I saw this raccoon crossing the road…. …and I thought to myself “Hot damn, raccoons are so weird when they walk”… The end.

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Ashley the CPA 🌿

@seattle_tax

1 year

About to record part of my @TYFVirtual session on ChatGPT prompting. Feeling cute. Might delete later…

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Ashley the CPA 🌿

@seattle_tax

5 months

Does anyone want to buy my tax practice? Transaction must be done by 04/13…. 😏

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Ashley the CPA 🌿

@seattle_tax

1 year

Y’all. #ChatGPT prompt of the day. #TaxTwitter #CASTwitter

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Ashley the CPA 🌿

@seattle_tax

4 months

A welcome to my new followers. I should probably tell you what you signed up for - My name is Ashley, I’m a CPA with a Master of Science in Taxation and over 20 years of experience that specializes in working with…. The ultra wealthy. Family offices, airplanes, islands, all

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Ashley the CPA 🌿

@seattle_tax

2 years

#Taxtwitter , maybe we need Tax Season Buddies. Like Secret Santas but someone out there to remind you how awesome you are during this challenging time. (You can’t have mine, though - she’s the best)

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Ashley the CPA 🌿

@seattle_tax

7 months

I swear, we’re the only profession that doesn’t charge more if we let you watch us do it. These farmers are out here charging folks to milk turkeys for $400 a day and we’re charging $150 to be the center stage for the “1040 Show and Carnival”. We need some targeted “Prep

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Ashley the CPA 🌿

@seattle_tax

2 years

@jasonfj @jessejanderson And you even though you wrote it down THIS TIME so you wouldn’t forget, you can’t remember where you put the instructions

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Ashley the CPA 🌿

@seattle_tax

2 years

I know they talk a lot about that “five closest friends” thing, but what they never warn you about is if you fall in with a group that likes to work out. It’s an insidious downward spiral that has you thinking “maybe I DO need a peloton”… So, anyway, delivery date is 02/25.

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Ashley the CPA 🌿

@seattle_tax

1 year

Hey Friends - so today is my first big presentation in front of a large crowd (in-person!) at the FPA of Puget Sound Symposium! I’m a only a wee bit nervous but also pretty excited to share. If you’re in the crowd, I’d love for you to come up and say “hello” afterwards! (And

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Ashley the CPA 🌿

@seattle_tax

1 month

The cute thing about this is when the client comes to their CPA firm and says “oh no, don’t worry about it, I got tax advice from my financial advisor” and the CPA firm is like “and we will need to charge you to verify that tax advice in order to sign your tax return unless your

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Ashley the CPA 🌿

@seattle_tax

8 months

I just spent forever writing this, so I’ll share it more broadly… If you’re curious about why your tax compliance fees might be going up a lot, here’s a snippet of some things tax professionals have to consider for tax compliance purposes.

Ashley the CPA 🌿

@seattle_tax

8 months

@CapitalShipyard Oh hi, I’m a CPA tagged into the discussion. I think what we have here is the ol’ “knowledge gap” between what you know about your tax compliance situation and what your CPA has to do with your tax compliance situation. So, some things that can increase your compliance costs…

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Ashley the CPA 🌿

@seattle_tax

5 months

You know…. I thought my clients and I were playing a fun game - they surprise me with additional income and I surprise them with additional tax due….

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Ashley the CPA 🌿

@seattle_tax

1 year

Some exciting news... Like so exciting that I’m still waiting for someone to pop out with a “Just Kidding” sign…. I’m going to get a chance to speak as a guest in not one but TWO sessions next week at the Microsoft Power Platform Conference about my journey with

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Ashley the CPA 🌿

@seattle_tax

10 months

I’m going to quote tweet a quote tweet because the gentleman originally posting said that some perspective might be helpful… So, here’s some perspective - I’ve been a CPA over 20 years. As a kid, I wanted to be an accountant. I graduated cum laude, passed all four parts of

MWT

@mountainwesttax

10 months

The guy who collects a percentage of your first paychecks wants you to know your job isn’t very hard

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Ashley the CPA 🌿

@seattle_tax

2 years

#TaxTwitter , I saw someone respond to one of our own that they had planned on referring them work except this person was holding the line on their minimum fee and was just part of the crowd that was “charging the most that the market can bear”. I’m a little curious why other

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Ashley the CPA 🌿

@seattle_tax

8 months

So…. I just saw that someone fired their tax professional and is going to do their own tax return using AI. And this isn’t me throwing shade at them, this is just me doing this 🫣 because I kind of have a feeling how it’s going to go. BUT, since YOU might not have a feeling

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Ashley the CPA 🌿

@seattle_tax

11 months

I don’t think I’m going to get to my own tax return. I’m just going to roll everything over to 2023 and report in next year. 🤷🏻‍♀️ #TaxTwitter

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Ashley the CPA 🌿

@seattle_tax

9 months

Wouldn’t it be funny if we achieve AGI (Artificial General Intelligence) only to find out that the robot doesn’t want to prepare tax returns either. 😂

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Ashley the CPA 🌿

@seattle_tax

11 months

OMG I hate HSAs so much. Any employer that offers HSAs should be required to also offer free counseling to the tax advisor that has to walk their client through what an HSA is again. Every. Single. Year.

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Ashley the CPA 🌿

@seattle_tax

1 year

I extended my tax return with the sincere hope that that AI thing comes through before October so I don’t have to actually prepare it…

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Ashley the CPA 🌿

@seattle_tax

22 days

Today on the plane, I made a joke to the 65+ year-old man sitting in the aisle seat, “Don’t worry, I’m not going to be one of those seatmates that tries to sell you a timeshare” as I was getting into my assigned seat. He responded with, “Haha, do you bite?” And my first thought

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Ashley the CPA 🌿

@seattle_tax

1 year

@W_Holtsman @JoJoFromJerz

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Ashley the CPA 🌿

@seattle_tax

1 month

Since Financial Advisors feel comfortable giving tax advice now, just a reminder that an LLC taxed as a partnership is not the same as a C Corp and you don’t treat equity compensation the same way. - signed, someone who has to do all the work to re-educate an annoyed client now

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Ashley the CPA 🌿

@seattle_tax

2 years

Hobby loss rules would like a quick chitty chat… Listen, blame the horse owners - they’re the ones who keep taking it to court

Stephen - Bootstrap Financial

@Redneck_Wealth

2 years

People all worked up over eggs but don’t realize owning a couple chickens and selling eggs equals a tax write off. Not only can you get cheaper eggs but you can lower your tax bill Win win

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Ashley the CPA 🌿

@seattle_tax

1 year

Hey Friends! It’s #Trust Tuesday and today we’re going to talk about EINs and Trust names. Why? Well because, oddly, I’ve gotten this question three times in two weeks and I feel like there must be an uptick in revocable trusts converting to irrevocable trusts (if you know

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Ashley the CPA 🌿

@seattle_tax

9 months

Just a reminder to all y’all that might be too intimidated by the idea of starting your own CPA firms because you “don’t know enough yet”…. You’ll never know everything but at least I hope you’ll know that pre-tax retirement accounts aren’t “scams”. 😂

Money with Katie

@moneywithkatie

9 months

a guy reached out to his CPA after listening to our podcast episodes to ask about a solo 401k, and this is what he was told. BY A CPA. this is a hate crime against pre-tax accounts lol calling retirement accounts “scams” is some real insurance salesman garbagio

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Ashley the CPA 🌿

@seattle_tax

10 months

In estate and family wealth transfer planning, you absolutely, 100% need to get an appraisal.

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Ashley the CPA 🌿

@seattle_tax

4 months

@MartinToomey13 Catchy - did you come up with that one yourself or see it embroidered on a pillow somewhere?

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Ashley the CPA 🌿

@seattle_tax

7 months

Hello to all my new followers, whether you’re here for my trust content, my AI content or my saucy take on gender imbalances. A little about me - 🍃 I am a CPA in Seattle that provides tax planning and compliance to ultra-high net worth families and trusts. (I am not taking

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Ashley the CPA 🌿

@seattle_tax

2 months

Good news everyone - they didn’t look at my brain so that can still remain a mystery. The bad news - everything came back normal so they have no idea why my blood pressure is so high but they’re just going to double my medication to make it go down again so my brain doesn’t

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Ashley the CPA 🌿

@seattle_tax

2 years

Just a reminder that discriminating against people with possible disabilities, whether mental or physical, in your hiring process is illegal. Posting about it on Twitter and making fun of the person is outright stupidity.

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Ashley the CPA 🌿

@seattle_tax

11 months

Turns out there’s ONE thing I hate worse than giving all day depositions… ….it’s giving all-day depositions and NOT GETTING PAID! Y’all, go check your engagement letters RIGHT NOW and make sure a litigation clause is included. If a whiff of a subpoena even makes it past your

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Ashley the CPA 🌿

@seattle_tax

1 year

My mini-review of the #TaxRetreat (as someone that was having some significant anxiety issues popping up - I’m sorry if I wasn’t around as much as I wanted to be!) 🍏 I thought accountants were supposed to be stuffy and boring. But you get a group of these lot together and

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Ashley the CPA 🌿

@seattle_tax

5 months

How do y’all handle strangers that just want to “pick your brain” but never actually bring anything to the relationship?

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Ashley the CPA 🌿

@seattle_tax

2 months

Oh dang! I’ve been nominated for @ignitionapp ’s ‘Top 50 Women in Accounting’. Whoever did this, thank you so much, I really appreciate it. 😊.

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Ashley the CPA 🌿

@seattle_tax

1 year

Three reasons why you should be charging at least entity prices for #trust income tax returns: 1) Trusts have accounting like a business does, but nobody ever does it. Actually, trusts have accounting like a non-profit does because you have to allocate between principal and

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Ashley the CPA 🌿

@seattle_tax

2 years

Daily reminder - you’re not a failure if you start something and aren’t as good everyone else. It’s okay to slow down and practice. You’re not even a failure if you can’t figure out how to unclip from the peloton and just decide to abandon your shoes to their fate…

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Ashley the CPA 🌿

@seattle_tax

2 months

So, not to be dramatic or anything, but getting checked into a room at the ER to get an emergency MRI on my brain and I’m really leaning into all of the stuff we talked about at the #TaxRetreat this weekend…. …especially the networking - there are so many new friends here!

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Ashley the CPA 🌿

@seattle_tax

7 months

I always wonder… I hear from firm owners that new staff just don’t have common sense coming out of school. But then I look at our tax system and our industry and I’m like, “what about this is supposed to make sense…?”

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Ashley the CPA 🌿

@seattle_tax

7 months

You know, if we had a #TaxTwitter standardized tax prep and workflow system, even if we all used different tax software, we could probably cross-support firms with capacity issues. For example, we have some of our friends with new firms that might appreciate the extra hours and

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Ashley the CPA 🌿

@seattle_tax

1 year

Financial Advisors, may I recommend that you don’t bring your tax work in-house. Here’s why… I’ve watched panels of prior tax-focused CPAs say that they added financial advisory to their practice and decided to jettison tax work because its too much work and takes away from

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Ashley the CPA 🌿

@seattle_tax

2 years

One of the things that I’ve always found odd about this profession is the notion that “full time” is unlimited hours during “busy season” and anything less than that commitment is “part time”, even if it’s 40 hours a week. That model is so strange and exclusionary.

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Ashley the CPA 🌿

@seattle_tax

8 months

I have a few thoughts on this. And as a tax professional that is activity trying to offload my work to GenAI any chance I get, it’s a somewhat educated opinion. 🥬 First, can we reflect on how weird it is for someone to come along and say “haha, your profession is going to get

01

@01O11O1

8 months

Tax prep fees are going to come down a lot with AI in the next few years

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Ashley the CPA 🌿

@seattle_tax

3 months

I just slept 8 hours for the first time in yeeeeeeeearsssss. So apparently all I need to do is just stay in Vegas and speak at conferences every day.

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Ashley the CPA 🌿

@seattle_tax

8 months

I just want to link to three wonderful tax CPAs that are still taking on new clients. Please don’t be assholes to them because I adore them all. 😊

ELBLEIN CPA | TAX AND ACCOUNTING SERVICES

We provide our clients with a range of tax and accounting services to meet their compliance needs and assist in growing their businesses.

elbleincpa.com

Bryan Hasling

@bryanhasling

8 months

Did you know that many of the best firms have already *closed their doors* for new clients (filing in April)? You can become a client, but you'll be placed on extension for October. Plenty of firms are still open though. Start your search *now*

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Ashley the CPA 🌿

@seattle_tax

1 year

My flirting skills on 💯

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Ashley the CPA 🌿

@seattle_tax

2 years

Well #TaxTwitter , it’s happened. I had to let my mother go gently into retirement. (Of course, my mother will just spend the entire time hiking up mountains in foreign countries, so…) Anyway, I’m going to need a part-time person interested in learning fiduciary accounting and

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Ashley the CPA 🌿

@seattle_tax

6 months

Happy Monday! May all of your client documents come in the format requested and may you never hear the phrase “I already sent that to you” or “I don’t think that applies to me”. #TaxTwitter

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Ashley the CPA 🌿

@seattle_tax

3 months

Me n’ @IraGilligan found the tallest piece of art we could find to emphasize how short we were. 😂 Thanks to @liz_farr for taking a million photos for us…

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