Greg Bunner

@jasononfirms What time does the event in CLT start?

Announcing 20 live events for accounting firms Across 20 US cities in May-June Tickets go on sale today 🙂 We ran 14 live workshops for accounting firms last year and learned: 1/ There's power in connecting local firms 2/ Events are better without slide decks 3/ And a great way to set money on fire Imagine walking into a room of 100 other accountants plugged into the same thought leadership, same vision, same inside jokes The vibes are immaculate If you came out to a workshop last year, do me a huge favor a drop a testimonial in the comments. What did you think of the event? This year's workshops include: 1️⃣ Two hours of live programming from me 2️⃣ At an amazing venue (no hotel ballrooms) 3️⃣ It's the only event where you earn CPE with a drink in your hand 4️⃣ Plus an optional dinner + dessert where you'll connect with other accounting firms local to you It's the only accounting firm event designed for your entire TEAM, to get everyone on the same page and have a memorable night out together I hope to see you there 🙂 PS. If you're joining, drop me a reply so I can connect an avatar picture to a name

@TheCinesthetic Pursuit of Happyness bathroom scene gets me every time to the point I can’t watch it

For people who rarely get emotional during movies, what scene or moment genuinely brought you to tears?

@taxpreptech @LizMpersonal I had a 147C faxed to me over the phone the other day as well. They specifically wanted the letter listed on the POA though which I had to fax to the rep first before she would help.

@LizMpersonal I’ve been able to get a 147C faxed to me from PPL with a POA. Incredible the CP 575 is insufficient.

#TaxTwitter I am trying to do something for my firm where they want a “stamped” letter from the IRS with EIN and current address. Gave them a faxed copy but no bueno. I’m guessing this is only issued as a paper copy in the mail?

@weatherchannel So wind in Denver has an 18% less impact on the golf ball than at Kiawah?? What’s @PhilMickelson take on this??

Not a dumb question at all! Technically, yes, wind at the same speed would be less impactful at higher elevations than at sea level.  Because the density of the air is lower, there are fewer molecules to blow against you and create the resistance you feel in heavy winds. Wind load (the force of wind pushing on an object) is directly proportional to air density, meaning the wind load in Denver (where the density is on average 82% that of sea level) would also be 82% of that at sea level. However, realistically, any difference would probably be negligible in terms of what your body experiences. So it might be 18% less forceful, but would you really notice? Still think weather isn't real @hen_ease?

@patrickjkoenig Balsam Mountain Preserve

Name a golf course that finishes on a par 3. Here is Boston Golf Club.

@LouStagner Totally agree. Kick him off the tour Doug

Immediate DQ. There is no place for this.

@tryjasononline Please and thank you good sir!

Ok my accounting firm app recommendation database is now available, for free 681 people swiped early access to it yesterday 😵‍💫 1. Follow me so I'm able to DM you 2. Like + Reply to receive a link in your DMs

@uptonaccounting RightTool has blown my mind a few times with the useful features. Really need to dedicate more time in the offseason to actually learning about the tools instead of just fumbling into them

Right Tool makes QBO workable. It saved the day today! Thankful for this tool!

@LouStagner I had no clue that #4 was a Par 2! Tough hole!

Augusta National Hole 4: The Masters

Here is a thread of the green contours for every hole at Augusta National. The slopes are CRAZY! Bookmark this so you can refer to it while watching The Masters this week. Hole 1: Images from @StrackaLine green books. Use code DATALOU15 to save 15% at StrackaLine.

@taxpreptech @Taxsavvyjessica I didn’t renew it this year because I just never could grasp its uses. What do you all use it for regularly?

@Taxsavvyjessica I figured it out...it's = or CTL+E to add detail. But if you start that group count me in. I love TaxTools and use it all the time but I'm sure there's more to learn.

Does anyone know how to add detail/statement information to an input field in CFS Tax Tools? I’ve seen the box pop up before so I know it’s possible but can’t figure out how to get it back.

@BrooksBrownEA Copilot is useless

I feel like even the best version of CoPilot sucks compared to Chat GPT. Even the feature that plugs into excel can’t handle basic tasks. Can Chat GPT plug into excel or “work with”? I want to pick one and use that going forward. What are your thoughts?

@FortWayneCPA @vipcpa How do you actually do this?? I’ve seen it mentioned a few times but can’t find it

@vipcpa You can check with the IRS and see how many returns are filed with your EFIN.

Everything is slowly breaking. Earlier today I posted about Lacerte (Intuit) having a technician that was helping us work through something and the tech totally screwed up our system costing us 6 hours where none of us could not use Lacerte and causing 6 hours of work to have to be redone. Our EFIN got hacked a week and a half ago and we are still working with Lacerte (Intuit) to re-efile three returns that were e-filed with our prior EFIN before we knew it was hacked.

@IraGilligan I have this thought every time I leave WNC

I forgot how bad the water in Charlotte tastes, how are y'all drinking this? Do they just pour Disani in your drinking water?

@AppleSupport I upgraded my iPhone 16 Pro Max to iOS 18.2.1 last night and now my Siri is not working at all. I swear I’ve never had a phone as glitchy as this one

@shawngorham Breville espresso machine and you’ll never look back. I have the Barista Express. Incredible

In 2025 I want to get really good at making coffee. Currently spend $10 a day + and give up an hour of time. My drink: Flat White

@AttyIkieSpeaks If they pay her the amount due in a lump sum from prior years then make sure her tax preparer understands the lump-sum election

@IraGilligan Saw that on the Facebook group earlier and definitely had to visit the comment section!

Oh no

@taxpreptech I switched from Drake to Lacerte beginning of this year for the same reason

Trying out some new tax software this week shows me that I’ve pulled my hair out over things that were simply software limitations.

@seattle_tax @aletta I have never had anybody approve it the same day and no issues so far. Probably done it 10 times.

@___jaimie I have encountered it but ultimately what I did was recreate their books and filed a return using Excel. Literally linked everything together in a workbook with WTB tab, financial transactions they coded, AJEs. Then adjusted QBO to those 12/31 #’s and continued on in the same QBO