Colorado tax firm and RIA owner living in Virginia
Joined April 2020
- Tweets 4,073
- Following 802
- Followers 802
- Likes 24,602
133 Photos and videos
CPASteve retweeted
The loudest "you'll get in trouble" posts about AI and tax returns never include the "here's how to do it safely" part. Can we just share what we're learning? There's enough work to go around. Let's make each other better and navigate 7216 together.
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CPASteve retweeted
May 12
tax and trade nerds hit me up! catherine[at]punchbowl[dot]news
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Insiders knew before Trump’s speech last night, and are making good money this morning.
Apr 1
I SEE YOU BARRON. WE SPEAK YOUR NAME. Right before the bell and it looks like they were adds from earlier. Given the vol > OI and that they are dated to expire on Monday these are most likely a big directional bet.
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Good stuff for training staff or testing AI capabilities.
Mar 5
We spent a week building an engine to create really convincing bank statements and tax docs
Here's a pile of bookkeeping and tax docs you're free to swipe for training purposes:
Bookkeeping Docs:
3 months of statements with 67 transactions in total
41 receipts that match up to those transactions
12 months of statements with 670 trx in total
12 months of statements with 6,700 trx in total
Tax Docs:
8 full tax files
Like, a pile of tax docs a client would provide
Some are simple, W-2 earners and retirees
One's more involved, just over 20 pages
Another's a big boy, 70 pages in total
The price: Just reply to the tweet. Anything at all. Your least favorite day of the week. Favorite cheese. Worst childhood memory.
I'll link the download on my profile page for the next couple days. It's just a google drive link
Break a leg!
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CPASteve retweeted
11 Nov 2013
Remember that I predicted a long time ago that President Obama will attack Iran because of his inability to negotiate properly-not skilled!
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Not sure how he knows the K-1s that Claude produces, or whether his P&L is right. All I know is Claude majorly botched a question I asked about an S-corp revocation this morning. #TaxTwitter
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CPASteve retweeted
With the Dow below 50,000, can we go back to prosecuting pedophiles?
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Where are all the Bitcoin Bros at?
cnbc.com/2026/02/05/bitcoin-…
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Free tax filing. By a brokerage. What could go wrong?
#TaxTwitter
Jan 28
We’re testing something new.
Full-service tax filing. Estate planning. And a dedicated CFP® professional. Plus a 1% match on all transfers from another brokerage. Terms apply.
This isn’t DIY taxes or AI-generated guidance. These are premium Concierge Services, delivered through trusted partners and built into the app you already use.
To qualify, transfer at least $500K and maintain $1M in assets on Robinhood, or refer a friend who meets the criteria and you'll both get access.
Want in? Now’s the time—spots are limited. Learn more and request access now: rbnhd.co/concierge-services
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CPASteve retweeted
Jan 26
NEW: The Atlantic reports that Greg Bovino has been REMOVED from his role as Border Patrol “Commander at Large” and will return to his former job in El Centro, California, where he is expected to retire soon.
The report also says DHS Secretary Kristi Noem and “adviser” Corey Lewandowski are at risk of losing their jobs.
Read: theatlantic.com/politics/202…
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CPASteve retweeted
4 Mar 2018
The 2nd amendment is not for hunting, it is not for self protection
It is there to ensure that free people can defend themselves if god forbid government became tyrannical and turned against its citizens
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CPASteve retweeted
Jan 24
Star Tribune… witnesses detained, ICE tried to get rid of the police…
The cover up is well underway
Where is the lady in the pink jacket?
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ICE is out of control. This is murder.
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The guy has lost it.
BREAKING: President Trump posts a picture of map with Canada, Greenland, and Venezuela all part of the United States.
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CPASteve retweeted
This is what every single public official, corporation, and influential leader in this country should be doing.
Call Trump out. He is weak and unpopular.
Grow a damn spine.
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Fascism and intimidation. Incredible what is happening.
Jan 12
The Federal Reserve received grand jury subpoenas from the Justice Department on Friday that threaten a criminal indictment relating to Chair Jerome Powell’s testimony last summer about the central bank’s building renovation project
Powell statement: federalreserve.gov/newsevent…
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CPASteve retweeted
Sickening — the White House has put up a site about 1/6 painting himself as a hero and Pelosi, The Capitol Police, and Mike Pence as the villains.
An attempt to rewrite history before our eyes.
whitehouse.gov/j6/
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CPASteve retweeted
21 Dec 2025
Is @AGPamBondi being transparent and complying with the Epstein Files Transparency Act by releasing the appropriate and necessary information?
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DOJ is transparent
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DOJ is not transparent
181,860 votes • Final results
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