I thought I’d reflect on a recent experience I had in Houston to show what life is like being a large, black, successful man…
This past Sunday, I was sitting courtside to see my hometown
@HoustonRockets
play the
@okcthunder
and when I got up to use the restroom, I later found…
I just had to leave a high-net-worth client because they cursed me and a team member out. I don't care how much money you got, you don't talk to us a certain way and falsely accuse me of stealing
#TaxTwitter
#MyCPAisBlack
#CPAHuddle
@mollyhc
@ggarciaroberts
He should be banned from MLB for life as this is a pattern of abuse now and not a one-time incident and for his lawyer to condone it. I wish MLB would also ban his agents from representing players again. Shame on
@AgentRachelLuba
for condoning this behavior. That's sickening (2)
Just because I'm a black-owned CPA firm doesn't make it right to expect me to charge significantly less than my peers in the industry. Just got an email where a prospect had that expectation
#TaxTwitter
They used coded language FYI
Dear
#taxtwitter
,
I think I’m in love. I’ve never seen such an amazing online community like this. I promise to do my part to provide engaging, comedic and thoughtful content. I mean you all have helped me keep going during this pandemic. I appreciate your love and support.
@mollyhc
@ggarciaroberts
Great journalism. I don't know how Trevor Bauer's lawyers can say what they say but also admit to him threatening a woman's life and saying it had no impact on her at all. The guy literally says he wanted to kill her but only because of the threat of jail doesn't do it. (1)
I just met the GOAT 🐐 of
#TaxTwitter
aka the Michael Jordan of the space
@JStaatsCPA
Dude is a chill guy and has a lovely wife and family! Nice to finally meet you Jason!
I appreciate those of you on
#TaxTwitter
who have been supportive of me in the past 24 hours. It's been a hard time for me. I'm so angry and at a loss of words that people that look like me have to beg to be treated like human beings in all aspects of life.
#SickandTired
I thought I’d post this message after someone went after one of our own in
#Taxtwitter
. What was said about
@LorilynWilson
this morning was out of bounds and wrong and I thought I’d make a short
#PSA
before I workout
Very grateful to be able to see a difference in my two year journey of getting healthier. It’s not been easy and the job is not done but I’m grateful for my man Mario Bermea at
@LifeTime_Life
in Downtown Austin helping me. Here are some of my results…
✅I’ve dropped 5-6 pant…
#TaxTwitter
- I've spent an hour telling folks that I will not do cheap work and you know what, I'm not upset. It feels good to be able to turn away people that are not a good fit because I value my practice, my skills, and my team. Saying no is very powerful and freeing, try it
#TaxTwitter
- Client: I now owe $28K in taxes when I paid $18K last year, why?
Me: Your income doubled from last year
Client: Wow...OK...DAMN
Me: Let’s do some tax planning in 2020 to work this down
Client: OK
The revelations of 10/15 that only happen on 10/15...
Last Tweet: For my peeps on
#TaxTwitter
, this is how you handle this question...
Prospect in DM on FB: How much are your services?
Me: I have clients that pay me anywhere from a minimum of $500 to $70K, so I would need to know what work you're looking for.
Prospect: *silence*
I love how someone called my office asking for advice on how to handle Unemployment Benefits, but they paid someone else to do that tax return
#taxTwitter
. My admin told them for me to open my mouth, its $450 an hour...LOL
I can't wait to have that significant other so that I have someone to share my moments of joy. Been single for over 41 years now. Holidays are tough for me. Pray for me...🙏🏾🙏🏾🙏🏾
Just finished Day 1 of an IRS Audit over ERC. I won't say much other than there's way too much fearmongering on
#TaxTwitter
about this.
The IRS is really inefficient and inadequately trained. Sadly, I had to argue with them over their own language in black and white on how…
I thought I'd share the progress of the work that I've put in with my nutritionist, my trainer and friend
@_nickyzen
since October to today. I am not done and just got started but thankful for the physical but also mental and spiritual transformation that has taken place
I can't lie, somedays it's frustrating to do taxes when a client brings up something missed on a tax return well over a month after it was filed and they certified they reviewed it...smh. I can see why
#TaxTwitter
folks be in their feelings as I nearly lost it today
#MyCPAIsBlack
#TaxTwitter
- for all the complaining we do about clients, I realize today that I've allowed too many clients to mistreat me and that's my fault. We will be changing policies at
@PierreCPA
immediately as a result. I can control the boundaries to mitigate the things we talk about.
I can’t believe I got my original license 14 years. Breaks my heart that there are only 5,000
#BlackCPAs
in America like me. I look forward to working with the
@nsbcpa
and other allies who want to be part of the solution
#Taxtwitter
#DiversityandInclusion
I have lost 8" on my waist since last summer and I had to buy new jeans today at
@DestinationXL
. I can finally wear
@LuckyBrand
jeans again. Also you can see the old jeans that were literally around my ankles this morning as I made an emergency trip before I went to the office
STORY TIME:
I thought I’d share these progress photos today to encourage anyone who is trying to improve their health that it’s a marathon and not a sprint.
I’d thought I’d share my lowest point in June 20, 2021, during the pandemic when my business was barely hanging on by a…
Apparently in this town folks are so fed up with their tax firm that they called the police to complain and ask for tax advice. This is apparently a real police blotter
#TaxTwitter
Last Tweet of 2020...
#TaxTwitter
- anyone wants to share any resolutions or goals for 2021. You can either reply with written text or use a meme. I can tell you mine real quick...To be able to run 5 miles again. I'm finally medically cleared to jog on a treadmill
@LorilynWilson
He's actually a financial advisor. I found his instagram. I'm going to send him a DM soon and see if we can chat because that video was straight trash and wrong. There is no tax savings on what he said.
Enjoying my first cruise! It’s been a long journey to get to this point. Yes I’ll admit, I’ve had some luck, which is when preparation meets DIVINE opportunity!
So yes, it’s good to get away from the daily grind, slow down, rest and enjoy something good. I’ll let someone wiser…
#TaxTwitter
- a lender wanted me to write a letter on my letterhead saying a client's DBA name is validf. I had to tell them to kick rocks as they can verify that with the County Clerk. Amazing how lazy lenders are and how they mistreat self-employed people on loans
#CPAHuddle
I know I'm big time when I made
@TaxgirlPodcast
Give this a listen
#TaxTwitter
as Kelly and I had a great conversation. Thank you
@taxgirl
for putting me on the
@taxgirlpodcast
to talk about Being a Minority in the Tax Industry.
On December 30, 1978 my mom and dad got married at Christ the King High School in Queens because their church burned down the week before. 43 years later, they're still together!
#Everlastinglove
#taxtwitter
#mycpaisblack
#blacklove
Amazing that I have an out of office responder today email stating I am out of office until Tuesday. Yet
#taxtwitter
, client tries to text me to guilt me to respond. However thanks to the book
#boundaries
I ignored it and kept it moving.
#beyondboundaries
@DrHenryCloud
#taxtwitter
, I had to suspend my Google ads campaign because we kept getting nothing but calls about pricing. My firm is not HR Block or the dollar menu at McDonalds! I’ve never felt so crappy about what I do for a living until today. Wow folks think I’m a cheap firm.
I'm amazed at how prospective clients contact my firm and demand complex services but expect us to do it for next to nothing
#TaxTwitter
. Good thing I am stubborn about not giving in to that. You get a lot more rejections but the ones that values me are worth it
#MyCPAIsBlack
I’m amazed in how many people are not willing to invest in proper tax planning that make well over six figures in their business and then complain about their tax bill
#taxtwitter
they’ll spend more money on things that bring no ROI before they invest in tax planning
Dear Black People- Black CPAs pass the same exam and have similar skills as their white counterparts. Black CPA firm doesn't mean inferior to a White CPA at all but you talk crazy when we charge similar prices
#TaxTwitter
#MyCPAIsBlack
#CPAHuddle
Someone has to make being a
#TaxPro
look good and it might as well be me! Gotta look good, feel good to work good on that pile of returns! Be blessed
#TaxTwitter
Thank you
@CBS8
San Diego for having me on yesterday. Here’s a segment where I was asked about the lack of Black CPAs in the industrry. I discussed my relationship with the
@nsbcpa
. I’ll have more clips from this morning show interview soon.
#mycpaisblack
#taxtwitter
This was an issue when my father, a black CPA, worked in Corporate America and when I started with
@Deloitte
in 2003. Not waiting on the
@AICPA
or
#Big4
to make change. Time for
#BlackCPAs
like us to put ourselves in front of the world and lead the way.
#taxtwitter
- a client "fired" me because I wouldn't sign off on a tax credit they weren't entitled to. Then says I "persecuted" him when I explained that he listened to a non tax pro and the IRS doesn't play with that. Honestly, this is a great day! Carry on!
#mycpaisblack
Sometimes you do have to flex on em and remind everyone who God made me to be and what I’m capable of, in a fun and respectful way.
Okay, truth is I finally had the courage to take a photo like this so here we go! Happy Thursday…
I want to give a shoutout to my body engineer…
I got a letter from the IRS stating they didn't receive my 1040 for Tax Year 2019 from me, yet I have an e-file confirmation from them that they received that same return on July 13, 2020. Wow, this is asinine IRS...and they owe me a refund!
#TaxTwitter
#IRS
#Rettigsucks
I had a large deal fall apart but it turned out to be the best thing as God closed one door but opened an even bigger door! What a blessing. Some of the best deals are the ones that don't go through
#taxtwitter
this new door should change my life and my future family's legacy🙏🏾🙏🏾
Someone gotta make being a CPA look good and you know what, yeah I look amazing today by the Grace of God and my beautiful parents! I got my dads height, moms eyes and smile
#TaxTwitter
#MyCPAIsBlack
#CPAHuddle
I am not your first, second or third choice but I will outwork you no matter what, where, when or how. Knock me down and I’ll always get back up! Hard work always beats talent that doesn’t work!
I am grateful for this
#TaxTwitter
community. You all kept me going on a tough day with the bad weather in Austin and clients on me. Oh, we also had that...nevermind, I don't want to bring THAT up but yeah, we defended our own too. Goodnight.
My trainer got me in love with the gym since we worked together in August 2022! Not bad for a black CPA huh! By the way, one of my motivations in life stems back from a group of ladies that said some mean things about me to my sister Victoria. They said I was unattractive and no…
This means a lot to me about the verdict because I was born in Minneapolis as my family spent the first few years of my life in that city. This has a real connection to me from that aspect. I am just speechless as I remember Rodney King as a teenager in Katy.
#TaxTwitter
, I'm so happy because the IRS tried to gash my client for $10K in additional taxes on RSUs and I fought, and fought and fought and today I got the letter saying that they waived the white flag. In addition, they will be giving my client an extra $234 refund to boot.
Heck with all the bailout money
#TaxTwitter
, I think CPA firms that are not big 4 or big 10 should get tax free money of $500K for all the stress, anxiety caused by the IRS. The big dogs always find a way to get theirs but us smaller CPA firms would appreciate that help.
#TaxTwitter
- we can either complain about people trying to get cheap work from us or you can simply turn them away. I choose the latter. In fact, I get joy out of telling people no, I will not work for less than my value now. (1)
Enjoyed my time at Deer Island at Mazatlan, Mexico today. I can proudly say
#TaxTwitter
that this was NOT a writeoff and I’m okay with it. I chose to not have business meetings as I was in the business of recharge. I’m saying this so I don’t get retweeted and blown up by…
Just to clarify what many are asking me. You can not cash app, zelle, or send venmo requests to Mitch McConnell for 2000 dollars. It doesn't work like that.
#TaxTwitter
#TaxTwitter
-
@adammarkowitzEA
has some explaining to do about his past. Apparently he was a producer of the
@Fresh_Prince_TV
in his previous life. How come your humor isn't as good since you worked with
@willsmith
back in the day. Guess those tax returns stole your joy 🤔
Wore a tie fir the first time in nearly two years. You'll see next month what it was for. I'm humbled and honored in what it was for. It's been a long, long journey and I look forward to sharing more at the right time. Until then...
#staytuned
#mycpaisblack
#taxtwitter
to
I am very grateful to be featured in my alma matters Fall 2021 alumni magazine. I am humbled that 18 years after I graduated, I can share my story of my family, my faith, and my career transition.
#TaxTwitter
#MyCPAIsBlack
#CPAHuddle
I’m learning more and more daily how poorly most of us men have treated women. I’m learning that I need to be very mindful of the words I use in communication, and that includes my female employees, friends, family, significant other. Its mind blowing and I am sorry it happens.
#TaxTwitter
- as I'm moving offices in Austin, I thought I'd share the four books that I've read over the past two years that have had a major impact on my life financially, emotionally and spiritually.
#MyCPAIsBlack
#CPAHuddle
#AustinCPA
#TaxTwitter
, I just got off the phone with a client, Black, who benefited from me speaking out. I called out a magazine in a market that I serve for not featuring black realtors. That comment got to the magazine's owner and my client became the 2nd black realtor to be featured.
Some truth about most “tax pros” if you’re going to hire a tax professional, hire someone from
#TaxTwitter
. You’ll thank me later after reading this...😳
#TaxTwitter
I love it when clients send me long emails thinking they, unlicensed and non tax pro, know more about the tax code than me. That email is going to the back of the pile. I’m tired of these folks trying to get free work out of me too.
@JSpikowski
@SageSupport
@LorilynWilson
I hope you apologize to
@LorilynWilson
and all women in our industry, please make it heartfelt and as mom used to say, if you can’t say anything nice, don’t say anything at all. Also thanks for waking me up! I am now fired up for this workout. I appreciate you for that
This is embarrassing
#IRS
. Yet you’re not behind on threatening to levy and take money away. You know I called the other day and they will not allow us to resubmit returns because they’re behind, yet they want to continue their shakedown
#TaxTwitter
IRS National Taxpayer Advocate annual report states that as of November the IRS still had 7.1 million unprocessed individual tax returns from last season and 2.3 million unprocessed business returns with some of the returns going back to April 15
A close friend of mine lost his wife of 13 years today. Very stunned to be quite honest...
Put things in perspective in what's important, and who is important. Cherish those moments with those people that matter because you do not know when it might be your last.
#RestInPower
…
Dear
#TaxTwitter
I don't know how we met, but I'm glad we did. It's been an incredible ride the past few months. We did
@Forbes
together,
@SpecNewsATX
and other media outlets. I got to meet so many incredible professionals and I can't wait to meet in person. Thank you very much
#TaxTwitter
, tonight is my last late night. I just sent off a string of extensions electronically, printed out some returns that need to be postmarked tomorrow for the 3/15 late election as well as extensions that need to be mailed. Feels good to celebrate and do self-care now.
I agree, especially with the take care of yourself. I had a minor medical emergency today. Thank God for my team at
@PierreCPA
!
#taxtwitter
- you only get one life. Don't skip out those medical appointments. My team really saved my ass today
Hey
#taxtwitter
, the day is finally here. You’ve busted your ass for the last 1.5 years. Pat yourself and your staff on the back. Now invest time in yourself and do what you gotta do to get right. 2021 is going to be another clusterfuck of a year.
#fintwit
#taxseason
Very thankful to say that my firm
@PierreCPA
hired another part-time employee today. I will say that I did hire a woman who has a very passionate outlook on diversity and has relational and technical skills. Looking forward to doing an intro for her soon...
#TaxTwitter
#TaxTwitter
- I just glanced at a prospects tax return and I am amazed in how little people are charging for a 1040 with a schedule C. This EA charged $300. We need to help each other charge real rates so that all boats rise instead of cannibalizing one another...
If you’re a business and have to have an audit done and you’re trying to get it done for well under the market price, you shouldn’t be in business. The request I’ve seen lately price wise is laughable. Shame on the CPAs willing to devalue themselves FYI…
#TaxTwitter
#MyCPAIsBlack