Ryan Carlson

@patrickdichter Definitely not for the faint of heart

There’s 3 people I know who acquired accounting firms after me in the last few years and they’ve already sold to do something else. It is not at all easy or passive.

@gaylortax @cordes_tax Yes!

@RyanCarlsonCPA @cordes_tax Make sure the notification is on to inform the client that a new document has been uploaded by you or your team, so they can review and send questions about said document.

Clients upload the same documents multiple times. What do you do with the duplicates? Am I overthinking this?

@wifemomcpa100 Wait. What? No way … I thought CPAs are forbidden from being funny. It’s in the AICPA code of ethics. Serious story… When I was an intern at a small CPA firm many years ago, partner told me I was too happy so not a good fit for the firm.

I’m taking my stand-up comedy on the road. My mom & I are traveling across America exposing family drama. She’s doing a set. I’m doing a set. Then, we’re doing a set together. It’s like being a fly on a wall in family therapy. Tix on sale in NY, Philly, Chicago, New Orleans, L.A., ATL, and more coming soon. Tickets 🎟️ sleek.bio/comedy

@texasrunnerDFW @unusual_whales Apparently a Boomer is anyone who is not Gen Z.

@unusual_whales Boomers are 70. They are retired (or in Congress)

16% of Gen Z are hlding multiple jobs, five times the rate of Baby Boomers, per FP

@zachary_ashburn I’d like to put realized/recognized capital gains on that list.

In my experience there is no net worth that guarantees someone understands tax brackets

@wifemomcpa100 @cordes_tax A new car

If the IRS had a loyalty program, more people would probably file on time. Imagine earning IRS points? Redeem 50,000 points for TSA PreCheck. What should 100,000 IRS Rewards points get you? Wrong answers only.

@jasononfirms YYYY-MM-DD Last Name, First Name Doctype … Or whatever the staff feels like on that day. 😬

Accounting firm file naming conventions Is there a correct, firm-wide approach? Something along the lines of YY-MM-DD Doctype Issuer/Issue Amount If you've got a system you like I want to see it Let's all just agree on how our files should be named and give Claude the global instruction

@drgurner So true. Such a good post.

Advice that people will rarely give you: You can really mess up your career by being impressed with people. A lot will give you terrible advice, and most things are not as they seem. Be Relentlessly Yourself. Follow your gut. You probably know better than you think.

@jasononfirms You’ve got mad skills. Gooooooooall

My favorite thing about accounting: You can be the accountant for anything Even the World Cup A few months ago I ended up down the rabbit hole of (English) football finance How player contracts work, how clubs stay within the finance rules etc It's a massively complex web of rules that play a big part in a club's ability to buy & sell players, improve infrastructure etc And the whole thing is propped up by a load of accountants Everywhere you look people need accountants But most of us stop at working with... dentists 🫠 "Don't make your hobby your job" makes sense for some industries But imagine marrying accounting with something you're actually passionate about Then calling it a niche, and building a hyper-profitable firm around it What a "job" that would be

@patrickdichter Way to go! Definitely a need for this. Is the RIA operating as a separate entity?

I'm excited to officially announce we've launched Financial Planning Services at Appletree! We had tax clients consistently asking for financial planning advice, and we often saw 'financial planners' that were one dimensional or pushing unnecessary products. Appletree Financial Services is an independent RIA and we hired Jack Donius, CFP® who is an excellent Certified Financial Planner to work with clients nationwide. If you want a 2nd opinion or a free intro call, send me a DM.

@RDriscollCPA When I read “Clay is so freaking cool,” I initially thought it was another new model! Well, he kinda is.

Clay is so freaking cool.

@mountainwesttax @rossiadam Noooooooooo

@rossiadam I worked at a Mexican restaurant that would take uneaten chips and put them back in the chip warmer

When I was 16 I worked as a cook at a Ponderosa Steakhouse that was later closed down by the health department. The horrors I witnessed there have stuck with me. It’s been hard to trust restaurant food ever since.

@TheTaxNomad This is a great opportunity for someone. Couldn’t work for a better person. (Well, except for me 😉)

We're hiring a Senior Tax Advisor (CPA or EA) at Blueprint Tax. This is not a traditional tax manager role. And it's not a book-building role. We're a boutique, advisory-focused tax firm serving business owners ($1M-$10M revenue) and real estate investors nationwide. I remain the primary advisor and relationship owner, allowing our technical team to focus on what they do best: solving tax problems. I'm looking for someone who loves: • Solving complex tax issues • Reviewing returns and improving quality • Finding tax-saving opportunities • Supporting tax planning strategies • Building better systems and processes You'll help: • Review and prepare 1040s, S Corps, Partnerships, and select C Corps • Support tax planning and projection work • Research technical tax issues • Improve firm processes and quality control • Serve as the technical resource for the team This role is ideal for someone who enjoys the technical side of tax and would rather spend their time reviewing, researching, and planning than managing client relationships all day. What we offer: ✅ Fully remote ✅ No time tracking ✅ Fridays off Apr 16–Jul 31 ✅ Health insurance, disability, & 401(k) ✅ High autonomy and flexibility ✅ Advisory-first culture CPA or EA required. US based If you're the person everyone comes to with technical tax questions, I'd love to talk. DM me for details.

@jasononfirms Well, AI is gong the way of the dodo cuz it’s a fad /s. This is an incredibly solid, well-run staffing company. Both for the “staff” and the firms that partner with them.

A couple weeks ago I bought a staffing company In an age of AI A staffing company I did it because a lot of accountants are still stuck at crap firms If that's you, send me a DM I've got a long list of really cool, modern firms in my audience that I'd love to intro you to

@adammarkowitzEA @taxretreat @andreacpa0 @taxlady04 Tell me more about the Snuggie you’re wearing. Ultimate travel hack.

Here comes trouble @taxretreat #TaxTwitter @andreacpa0 @taxlady04

@TheTaxNomad Amazing!

Three years ago, I handed over the keys to our family home and hit the road. We had 12 months of RV resorts and campgrounds booked with no idea how much it would change us. Looking back, it’s one of the best decisions we’ve ever made. Wr grew in ways we never could have imagined. Amazing would be an understatement. Not all who wander are lost

@CPATaxTeam Craig, why would you want to hold people accountable? That’s very 20th century. /s

16 speeding violations before anything is done? How about suspension at 3, revocation at 5?

@jasononfirms I’m thrilled that with each successive town the chairs have more cushion. At this rate Denver will be Lazy Boys!!

In Atlanta today with 55 of my closest accounting friends