The quote: REJECTED. Went with a cheaper preparer! . Client owned a service based business (very clean P&L brought to meeting) and provides rental schedules to CPA every year for tax prep. Crazy that these people won't even go with average to lower fees.

The initial consult notes:

What do you want to know?.

Reno office for all our clients who still like to stop by for a visit! We are virtual and have one office suite inside a law firm. Its worked out great for to be all over the western U.S. servicing clients!

RT @mountainwesttax: extremely rude

Client gets a state of Missouri letter saying refund has been adjusted to $62 from the $132 per return. Client sends email asking us, his CPA, to review why there is a difference. Client has been on the edge of getting fired this year due bc doesn't fit us. Do you respond?.

Two new potential client meetings today. One has several entities in different industries. Pretty clean structure and books from initial review. Will be a nice $10-15k yearly client we will roll into a fixed pricing agreement and include tax planning/projections. Onward!.

Tell me you golf without telling me. Got the locker dialed in #cleanliving

The past 10 business days have been the best stretch of referrals we have ever got. They are coming in left and right. Great size businesses looking for a boutique firm who actually will save them taxes and advise. Time for some golf on Friday! #TaxTwitter.

Was catching up with @RyanBakkeCPA yesterday just talking about our firms and he gave me a great tweak to our sales process. Unbelievable the results he was getting from a simple process the typical CPA would not think to do! He's the GOAT in the firm ownner world #TaxTwitter.

Daughter started 2s preschool school today. Crazy to think school can start that soon. Future firm owner in the making #TaxTwitter

@CPATaxTeam Sounds like this is a yes.

Is Form 8594 required in an asset purchase if only one class of assets were transferred (i.e. goodwill---think accounting firm purchase). I understand it's required when multiple asset classes are transferred. Asking for a friend. #TaxTwitter @CPATaxTeam.

Has anyone requested prior year copies of tax returns from the IRS by filing 4506? We sent in a request for a client back in March and still crickets. #TaxTwitter.

First pass at using Juno tax, a new AI tool for tax prep automation and I'm pretty impressed. Completed a return that would normally take me a good 1-2 hours for input done in 10 mins and I recorded it to show my business partner. Anyone else tried Juno tax yet? #TaxTwitter.

An $55B AUM investment firm buys a .a tax advisory firm. Market is hot 🔥 #TaxTwitter .

At what SDE or EBITDA is PE most interested for accounting firms? I would say $1M+ is a good starting point. They see the enterprise has employees, systems/processes and the owners are possibly somewhat out of the client work. What do you think is a good EBITDA goal is for this?.

Sorry @JunoTax. I don't think you are who I thought you were.

Is there a software out there that would take a PY PDF copy of a return and be able to convert it directly into the tax software like Lacerte. Maybe @JunoTax ? #TaxTwitter.

Didn't know we even did this type of fancy-ness at the club. Welcome back kid!

Got a lady looking to offload 20 bookkeeping clients totalling $50K in revenue. If i could convert each one of them into $500/month bookkeeping clients would this be worth it? My issue is shes not sure she wants to give up the tax prep and I would rather package that #TaxTwitter.