Kevin Lee, CPA

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Kevin Lee, CPA

Kevin Lee, CPA

@doers

Certified Public Accountant that's tweeting about taxes, finance, and business.

Katılım Ekim 2011
408 Takip Edilen787 Takipçiler
Nate 🏠
Nate 🏠@N8RealEstate·
It’s wild when collecting W9 from contractors most of them act like they’ve never sent one out I feel like a lot of them just don’t do it Anyone else experience this?
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Albia
Albia@AlbiaHossain·
claude code is fucking insane i know literally NOTHING about coding. ZERO. and i just built a fully functioning web app in minutes http://localhost:3000/ check it out
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Matthew J. Cordes, EA
Matthew J. Cordes, EA@cordes_tax·
@mountainwesttax What if I want a business model where I make revenue solely on taking prospect calls and not actually engaging tax clients?
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MWT
MWT@mountainwesttax·
I’m thinking about charging a $20 fee for prospect calls February - April 15th to discourage tire kickers
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Ankur Nagpal
Ankur Nagpal@ankurnagpal·
One of the craziest loopholes in the US tax code If you earn $150K+, you can no longer contribute to a Roth IRA But, you can instead use a Solo 401k to fund your Roth IRA with $70K every single year Here's how it works:
Ankur Nagpal tweet media
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Kevin Lee, CPA
Kevin Lee, CPA@doers·
@TheNFTCPA Had a very similar case this year myself. Requiring an amendment, was surprised spouses file on their own without discussing with the spouse above all things .
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Alex Roytenberg, CPA - 🛡️
Oh this is painful A new client got married in 2024 and the spouse decided to file on their own instead of MFJ and never even told the spouse until we asked after the return rejected It cost the client over 36K in Fed taxes alone Advice to couples, talk to your CPA #TaxTwitter
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EZZRY
EZZRY@EzryBen·
Lesson learned: do NOT hire a Neo-Hegelian to file your taxes.
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Jordan Ross
Jordan Ross@jordan_ross_8F·
I became a girl dad today. ❤️
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Morgan Germani
Morgan Germani@MorganGermani·
Are you still searching for Sora 2 invite codes? Too many people are taking advantage of people and scamming. Ignore them. I have helped over 100+ people get access to Sora 2 and I want to help many more! So please follow and reply below with what excites you about Sora 2.
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Kevin Lee, CPA
Kevin Lee, CPA@doers·
Gemini 2.5 Flash is extremely fast at producing output - literally entire context output in maybe a second? Tax Research is getting more interesting and easier! If you have downtime today - get your keys and play around with it. Not cheaper than Grok but very impressive with speed.
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James Upton III, EA
James Upton III, EA@uptonaccounting·
IRS employees have a real complex. Employee just told me not to speak, that he was in control of the conversation and had steps he needed to follow. AI can definitely replace these people if they cannot critically think and must follow a flow chart to even speak.
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Kevin Lee, CPA
Kevin Lee, CPA@doers·
Impressed by the results of the recently dropped Grok4 Fast Reasoning/Non-Reasoning for tax research. Worth the 10~ minutes of getting API Key and setup. Cheaper to run than ChatGPT ~
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Andrea MacDonald, CPA ⭐️
Andrea MacDonald, CPA ⭐️@andreamacdcpa·
We are heading into the 9/15 deadline in the best position my firm has been in ever. 12th tax season. We have probably 10ish returns left to file, but half of those are in review or about to be and the other half are waiting on the clients. Shout out to @JWellsTax and @cordes_tax for making the magic happen. I’m feeling incredibly thankful.
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Fred Passelli, CPA
Fred Passelli, CPA@FPasselli94·
A business owners biggest asset is learning how to communicate and talk to potential clients/customers. Opinions?
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Mary
Mary@AccountingAsArt·
Our admin is working on our firm handbook. Apparently it needs to be more than: - Show the fuck up - Wear clothes that aren't embarrassing - Don't be a dick
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