Clueless Tax Client
@CluelessClient
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Following
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6
Statuses
97
Just a guy with a relatively easy return
Joined April 2022
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Hey!! I haven’t had a chance to read your emails and couldn’t figure out your new portal thing so I texted you all my stuff lol
You always ask about charities. What were they last year? Just take the maximum
My wife’s business didn’t do that much this year so just ignore that
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Hey man, what gives? need to speak with you ASAP. Had some crazy stuff happen this year
I called your office;said office is closed this week. So I emailed you and got an OOO message. I got your email in November abt planning but we were super crazed
Let’s jump on a call ok bud?
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Hey guys, did you file my S Corps tax return? IT’S DUE FRIDAY I THINK???
Also not sure if I told you but I added my brother as a partner. Thanks
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Hey I got your email a few weeks ago. Been REALLY busy but here are the answers:
Take whatever the max is
Pretty sure I paid whatever you said (can’t you just look it up?)
I gave you everything so if you don’t have that 1099 I don’t think I got it. But I still have the account
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Here’s what I have: 3 W2s in 3 different states, 5 kids between 3 and college age, 2 RBC statements, my wife’s side business, 3 rental properties and 2 S Corps. I guess if I can find a pro to do it for about $300 on Monday, I’ll let them do it. Happy to pay half up front!
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Hey i uploaded everything last night but haven’t heard from you. Just want to make sure you got it
Some of the forms seemed like duplicates so i just sent what i thought you will need
Let me know and remember think REFUNDS lol
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Hey Big Guy! Isn’t tomorrow the 15th???? I don’t want all of Bidens 80 thousand agents coming after me with guns drawn!!
My buddy says extensions increase my risk of an audit. So let’s get this done…loll
Let me know. Gayle is really nervous
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Hey! I dropped off the k whatever thing you needed and texted you the other form (I can't remember the form ...lol). I'll email you that one last item then be by Sat morning to sign whatever I need to before Gayle and I head off to Korea!
I assume you will be in Saturday by 9???
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Hey don’t worry about my return. We can just go on extension!
APRIL FOOLS!
Haha really need it for the refi I was telling you abt. it needs to show I made 200k so work your magic!
We are still in the south of France so just sign it and send it in please. You have my permission
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You busy? I got your email but I thought the returns are due today?? I guess just put me on another extension.
I don't see anything about the new rental so I guess you did it wrong. And I've never owed before. My friend's guy said I probably shouldn't owe so I think it's wrong
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Hey I’ll call you tomorrow morning first thing. Got something I want to run past you for next year.
How’s my tax return looking?? Expecting big returns so I can take Gayle on a big trip this summer…lol
Don’t forget I leave Friday for a month!!
Talk to you mañana
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Hey can you call my Uncle Pete. He said I shouldn’t have to pay taxes on that rental I sold because I bought another one later in the year. His buddy had been doing it for YEARS!!!
I’ll text you his number later. Thanks
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Just checked and the money hasn’t come out yet. You sure you didn’t make a mistake??
We’re really nervous
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I’m outside the Tax office. All the lights are on but they won’t let me in! Guess they forgot I was coming!
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Hey guys, I hope this finds you well!
We just bought a new house!! We need to file next week. let me know what you need. Also my mortgage guy needs a letter from you that me using 150k won’t hurt my business!
Thank you so much. Let me know what information you need from me!
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Hey I couldn't find the 1090 form or whatever you said you wanted so I just texted you a picture of the year end statement Gayle got.
My friend said everything you need is on there!
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Hey what’s the last day I can get you our stuff?
Don’t want to go on the extended time again this year.
Gayle was talking to her sister and her brother in law said that increases audits. And his best friend is an accountant so do not want to be audited!!!! Haha
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I'm in Las Vegas because I heard all of the accountants are here. Hoping to get my taxes done! See you all soon
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Hey buddy I got your email last week. Did you forget I was traveling?? lol
I’m sure I would have paid whatever you told me to. Can you have one of your people look it up just to be safe please
What’s it looking like?? I think I changed my withholding so it should be good
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Yes just a quick letter on your letterhead that says me taking $100k out of the business won’t harm it. All god. Thanks a million.
She says to put your CPA license # on there too
You’re the best!
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Hey buddy! Now that tax season is over can you give me a call about the payroll tax credit I keep hearing about?
Thanks a million!
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Hey just file without the k-10 or whatever. My friend said it shouldn’t matter too much anyway
Gayle and I will be in around 10 but we only have 15 minutes so please be ready for us!
Refund, refund, REFUND!!!
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Hey just go ahead and file my second extension. I won't be able to get my stuff to you before the August 15th.
SO MUCH GOING ON!
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I better call a tax person Monday morning bright and early. They can never have enough business!
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STOP THE PRESSES. I found Form 549 something for Gayle's IRA...but we didn't take anything out so maybe I can throw it away???
Also, Gayle found some Goodwill receipts!! I'll bring them tomorrow or maybe Friday afternoon. Playing tennis if these old knees don't give out...lol
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It looks like the deadline is coming up
What do you need from me to finish my tax return
#taxtwitter
? Can we try to get this filed by April next year?
Thx
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Hi! Got your message last week. No I didn't roll it over into an IRA but they already took the taxes out
Headed to Barcelona until April 14 so we will stop by the next day hopefully
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Check your voice mail buddy. We got big problems!!! IRS said you made a BIG mistake
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Also my friends accountant got them 26,000 per employee back as a credit. Let’s do that for ours too. Thanks so much
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Hey guys how is my return coming along? When should Gayle and I come by to sign? Should I bring the girls to sign their too?
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Hay guys! Crazy long story I can only tell you in person LOL. Just put the partnership on another extension but send Lesile her k-1 right away...tytyty
I'll stop by when I'm back in town
@idkshane
@porkrind
@cordes_tax
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Merry Christmas to all my accounting friends!
From Gayle and I and the Gals
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Hey buddy. Was super busy this morning so running late. Be there as soon as we can.
Hope you got news for us!
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What were my miles last year? Everything is the same
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Hey do you need this form I just got?
Let me know!!!!
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Hey buddy! What are you doing with yourself now that tax season is over??
Hey can you check on the 26k thing for me please...I haven't gotten it yet.
Thanks!
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I haven’t heard back from them yet! Guess they are waiting for my call
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Looking forward to seeing all my Tax friends today in Denver!
I have all my papers in my satchel so we can go over a few quick questions!
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Since nobody will help me I’m trying myself. How do i know if I had capital gainings? I didn’t pull anything out. Thanks!
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My friend Liz gave me a number to call to check on my taxes and I keep calling it with no answer. Liz is this right 1-800-867-5309?
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Hey just checking in…did you get my other tweets?
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Hey I just saw this! What's the damage? Gayle is really nervous about the taxes and that we won't be able to go to Portugal this year...hahahaha
@KendallCollier
@CluelessClient
had a call with them a couple weeks ago and they were going to get right on sending me everything lol
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Was it mine?? Oh thank goodness. I’m still in Nantucket but I’ll get with you when I’m back. The fee is still $300 right?
Finished a return with 7 rentals, schedule C, 2 brokerage accts and more where they sold a rental and business on contract. This had a lot of moving parts, but in the end I saved them thousands with advanced planning. I feel like I finally got a win. Maybe my burnout is over.
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Hi Tax friends
Did you see todays Wordle word? What a hoot!!
Tawny and I are headed to our annual trip in Australia if you have any ideas on how to reduce our taxes! We will be back around Xmas and could meet on New Years Eve. (Around lunchtime only)
Let us know!
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Oh thank goodness you got my email Matthew!! I'll have you the other info by Friday afternoon
Email Subject line: DON’T FINISH OUR RETURN YET!!!
Oh this is gonna suck, isn’t it?
#TaxTwitter
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Guys I got out of China finally. I'll tell you ALL about it when I pick up my returns. Headed to Nantucket for the month of August.
I guess you'll need to file for the 2nd extension!
Or I can come in on Sunday morning before we leave to sign everything!
Let me know
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Hey Buddy!!! I'll video call you on X in a few minutes to answer that question you emailed me!
This is going to be awesome!!!
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Great news! Gayle and I arrive in Vegas on Friday!
Looking forward to seeing all my Tax friends! As usual I do have a few quick questions. Shall I email them to you??
Can’t wait to see everyone at the Cabana party!
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@AccountingAsArt
I’ll text you later about this Mary. Gayle is beside herself
Better yet we will be there in the morning bright and early!
We still love you!
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I have sent over all my documents via email. I included my 2020 RBC 1099 if that helps! Forgot to mention I do have a few crypto accounts but they didn’t make any money. Thanks a million!
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@adammarkowitzEA
Adam, my friend saw you on Fox News. That's all Gayle and I watch too!
Can I call you about how to lower my taxes? Let me know a good time for you!
Have a great day!
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I've met so many nice tax people willing to help Gayle and me out. I love you!
I'll be by tomorrow to pick up my finalized returns as we just got back from Marseille. You have no idea how tired we both are!
Do you remember when you joined Twitter? I do!
#MyTwitterAnniversary
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Guys I'm in China and got mixed up in all the bank runs and got into a little trouble. I thought it was just a gathering! Oh jeeze
Can I just give you my Coinbase password so you can access my account and get the tax documents?
Don't worry about my apes and cold storage for now
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It feels like Christmas morning! I’m getting my taxes done today!
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I’m at the Cabana Lori where are you? Did you go up to get your laptop?
This is a fancy schmancy hotel
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@AccountingAsArt
I'm less than 12 hours away from meeting all of my great tax friends in Vegas! I'm very excited Ms. Mary!
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Oh jeeze Gayle doesn’t have my apes.
@EmDeeEm
will help me find them im sure!
I can’t find my Apes. I put them on a thumb drive and now…poof they’re gone. Maybe my wife has them all. I hope so because all my IRA money is tied up in those suckers!
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@MikeZungCFP
@AtlantaTax
@andreacpa0
@AccountingAsArt
@DailyTaxMemes
@IraGilligan
Well gee thanks Michael. That's awfully nice just like everyone else here.
Would you be able to handle my taxes? I never did get them done on Monday as I got really busy
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I’m looking for some help with my 2021 tax return. Can you help me
@stevenfcpa
? It should be fairly straightforward
Thanks in advance! I look forward to working with you!
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I wish I could get some help with my taxes. Maybe someone can just help me with
@turbotax
or refer me to a good accountant
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@BoomerCpa
@AccountingAsArt
I look forward to it. Happy to jump on a call if it makes it easier!
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@jamieokanecpa
Oh dear. I got 100k from Only Fans but no 1099. Should I have claimed that as income Jamie?
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Oh boy don’t show Gayle! I had Tawny on my brain from the Wordle. Obviously I’m going to AUS with Gayle!!
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I can’t find my Apes. I put them on a thumb drive and now…poof they’re gone. Maybe my wife has them all. I hope so because all my IRA money is tied up in those suckers!
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@MikeRingwelski
Oooh sorry. And the Roth account too? I did a big conversion there! Glad to have you on my team
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