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James Upton

@uptonacc

Accountant and EA in NC, firm owner. Farm/AgTax, Clergy, Small Biz niches. Love to laugh and just have peace! Life is short, enjoy it! #TaxTwitter

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23.11.2024
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Latest posts by James Upton @uptonacc

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a cartoon of a man standing in front of a stack of cardboard boxes and the words what the ALT: a cartoon of a man standing in front of a stack of cardboard boxes and the words what the

Needing a cardboard baler for Amazon boxes. This is the new sight of Christmas!

10.12.2024 13:00 πŸ‘ 8 πŸ” 0 πŸ’¬ 2 πŸ“Œ 0

The entire state of NC was granted disaster relief due to Helene. This should qualify taxpayers to take retirement distributions up to $22,000 under the SECURE Act with no 10% penalty from 9/25/24-03/25/25.

09.12.2024 19:31 πŸ‘ 6 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Oracle Advisors, The Confab Group, Decimals, Balanced, Trusted Partners, I’ve seen variations of these. I’ve considered a rebrand but it’s not happened yet.

09.12.2024 10:39 πŸ‘ 2 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0
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A friend gave me this for my birthday. It’s beyond accurate.

08.12.2024 23:58 πŸ‘ 6 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

The first time I try to be proactive and design systems to show I’m on top of everything and then this happens. Oh well!

08.12.2024 20:47 πŸ‘ 1 πŸ” 0 πŸ’¬ 1 πŸ“Œ 0
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Just got the first β€œYou lied to me” email about BOI. Client requested a refund due to the fact this was no longer required

08.12.2024 20:33 πŸ‘ 4 πŸ” 0 πŸ’¬ 3 πŸ“Œ 0

It’s a lack of systems and common sense mostly. Also they need to acknowledge their issues and have a better penalty relief system. Even NC has online portals for filing almost everything now!

07.12.2024 22:34 πŸ‘ 6 πŸ” 0 πŸ’¬ 0 πŸ“Œ 0

Hey world, I’m here! Will be riding the fence for a while but glad to be in the Sky!

07.12.2024 22:22 πŸ‘ 11 πŸ” 0 πŸ’¬ 3 πŸ“Œ 0