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Got my last entity return finished! #taxsky #taxbs #taxes

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Friday the 13th
Heated Rivalry Edition

Monday March 16 is coming…

Survive the weekend.
#TaxBS

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2026 is live in Do-io and Wage Wizard. 🎊

Updated rules, current amounts, and logic that reflects what’s in place now. Useful for planning conversations that need to start with the right year.

Get the apps today at do-io.tax!

#TaxSky #TaxBS #AccountingTech #Fintech

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How many clients of yours are moving out of the US this year? My count so far is two confirmed, two potential.

And I DON’T have a very large client list.

#TaxBS

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I need that file!
Meet Mouse, the licensed tax cat. Doubles as emotional support specialist. Petting breaks included during tax prep.
#caturday #TaxBS #TaxSky

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There's always that slight holding my breath while I wait for the ACK from California...

And I'm in California. :)

#taxBS
#TaxTwitter

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Client: One quick question…
My brain: run

There’s never a quick answer in tax.

#taxsky
#taxbs

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"It'll be different next year" is hitting rather early this season...

#taxBS
#TaxTwitter

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Working thru dinner again (taking 3 hours off in middle of day does that!).

Tonight it’s old-school nostalgia. I had impulsively bought a Salisbury steak frozen dinner. It was GOOD.

Now I’m stealing two of son’s Reese’s cups.

What are you eating at your desk, #TaxSky? #Taxbs #taxtwitter

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What it feels like some days. #TaxSky #TaxBS

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Wage Wizard now supports more than one job.

Two jobs per taxpayer, two for a spouse, all projected together. Income doesn’t always live in one place anymore, and wage projections need to account for all of it.

Now all in one app. 😌

#TaxSky #TaxBS #FinTech #TaxTech

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IRS delays continue to be a cause for disruption. Hopefully, this floodgate will be open next week. #TaxBS #TaxSky

- 18.75% of all my projects in the door are on hold.
- 20.30% behind prior year revenue.

When it does open, it'll be great, but it'll also mean less forward momentum catching up.

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Subscription fatigue is real. 😩

So, we added one-week plans for Do-io and Wage Wizard.

They give you time to run real scenarios, work with 2026 updates, and see how the tools fit into your actual workflow.

Low commitment. High usefulness. Exactly how tools should work.

#TaxSky #TaxBS #Fintech

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I guess I should’ve started with that last question. But i thought the original request of “send ALL” kinda covered that. 🤷🏼‍♀️

#taxbs #taxsky

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Pro tip: don’t send your tax preparer any documents by email! It’s not secure. Use their portal. #taxes #taxbs

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I’m getting more work and reading done and spending more time with hubby on the new house lately.

Not missing my endless social media time.

#LifeIsGood Breaking the addiction.

But tax season brings in #taxbs #taxsky #taxtwitter fun too!

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My tax season capacity queue is now full! It hit capacity a week earlier than last year.

New this year, I let clients "in" if their composite 1099s were still pending, but they had everything else ready. That accounts for 15 spots.

I've got a lot of work to do. 😬

#TaxBS #TaxSky

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jpeg should be outlawed. #taxsky #taxbs

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#taxsky #taxbs

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I have somewhere around 25 projects on hold pending final forms coming out of draft.

Even things like 8995 and 1040-ES are still in draft with UT. The partnership 8879 is in draft. Feels like the most I've ever held onto in a tax season.

#TaxBS #TaxSky

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#TaxSky #TaxBS my tax season capacity queue tipped over 50% full today, so I sent out an email notification to everyone who wasn't in yet.

Man my inbox blew up FAST.

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#TaxSky #TaxBS Tax season is off to a slow start. Returns that could be finished are piling up as I wait for final tax forms and software updates to be released.

I've completed under a third of the volume I had by this time last year. 😬

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Good luck taking over my job ChatGPT with the crap answers your giving me 👎🏼 #taxsky #taxbs

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I read it twice and what am I missing?

It’s a brick and mortar tax preparers office, right?

They’re “reimagining” H&R Block, Liberty, & Jackson Hewitt?

#TaxSky #TaxBS

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I think I lost IQ points reading this

#TaxSky #TaxBS

investors.intuit.com/news-events/...

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Reminder: the final estimated tax payment for 2025 is today. If you make your payment online make sure you select the correct tax year. #taxes #taxbs

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🎉 The first tax deadline of 2026 is here!

Q4 2025 Estimated Tax payments are due today (Jan 15).

Nothing says “new year” like an old year tax payment. 😉
#TaxSky #TaxBS

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#TaxSky #TaxBS ChatGPT told a client that converting to an s-corp is a great strategy for reducing income-based student loan repayment, because s-corp distributions aren't included in income for purposes of calculating AGI.

It completely overlooked flow-through taxation. 🤦‍♂️

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Has anyone in #TaxBS #TaxSky set up automated report sending in the new QBO UI? It now creates a "workflow" or "schedule"

Create a group of custom reportd & have report group sent monthly. Created a test schedule to be sent to myself & now I cannot edit/delete it for a group? What am I misssing?

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Our community is designed to be a place where neurodivergent professionals can come together to learn, grow, and develop skills. You do not need an official diagnosis to be a part of Ovata.

Interested? DM for the details! #taxbs #ADHD #autism #hiring

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