Tax CPA working with individuals and businesses QSBS, Startups, Equity Comp. #100DaysofTaxes Distribution does not constitute tax, accounting, or other advice

Joined September 2021
1,004 Photos and videos
Pinned Tweet
Since there have been so many questions about #CapitalLoss and #TaxLossHarvesting I've gone ahead and created a 2 pager with examples which will hopefully make things easier for everyone. This applies to stocks as well as Crypto. drive.google.com/file/d/1eib… @CNBC

4
3
49
Alex Roytenberg, CPA - 🛡️ retweeted
Love it when NYers come together #whatisnewyork
4
27
255
23,501
I have to say that I’ve not seen so many people join a single bank so quickly ever before. @ereborbank
2
7
558
Did @quickbooks release the ability to lock accounts so transactions can't be booked to it? When did this happen? #TaxTwitter
6
11
2,107
Are we still seeing money not pulled out by the IRS #TaxTwitter? Not sure if @taxgirl has seen or heard anything from the IRS anything on this.
Anyone else on #TaxTwitter seeing returns submitted on Thur or Fri not have the payments pulled from the bank accounts still? @taxgirl might be another payment processing issue with the IRS / States like back in January?
2
2
1,008
Early case of the Fridays by @claudeai
One of my virtual assistants just told me she can no longer work today because she is 'out of claude credits'
2
4
179
Hot Take: 2 hour networking event lunches > networking event dinners Especially right now when NYC is at peak weather season. Its healthier and might be more productive. @shaig and @andruyeung what do you think?
2
3
239
How is your Friday going? Flat on the way to drop off kids. At least it’s nice weather in NYC for the walk to school.
3
7
402
If you ever wanted to know why the 2 week vacation was mandatory.
Apr 16
A single accountant stole $53 million from her employer over 20 years and nobody noticed Rita Crundwell was the comptroller of Dixon, Illinois with a population of 15,000 She opened a secret bank account called “Reserve Sewer Capital Development Account” For two decades she transferred city funds into it while filing fake invoices She used the money to become the most successful quarter horse breeder in America Owned 400 horses, multiple farms, a custom bus, and a $2.1 million motorhome She won the World Championship in quarter horse breeding four times while actively robbing a small town Only got caught because a substitute accountant covered her desk while she was on vacation The city had been cutting firefighter jobs and road repairs for years while this was happening $53 million. One woman. 20 years. One vacation.
2
33
6,209
Happy 4/16 everyone. #TaxTwitter has a new toy.
Apr 16
Introducing Claude Opus 4.7, our most capable Opus model yet. It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back. You can hand off your hardest work with less supervision.
1
2
353
Happy 4/16 to everyone who survived and celebrates. #TaxTwitter we got through another one.
1
51
942
Anyone else on #TaxTwitter seeing returns submitted on Thur or Fri not have the payments pulled from the bank accounts still? @taxgirl might be another payment processing issue with the IRS / States like back in January?
4
19
5,034
Told a client they need to pay taxes post successful secondary in 2025. The best reaction possible.
10
836
Form 1099 from banks should NOT be getting corrected on April 9th. A week before the deadline. #TaxTwitter
2
27
1,957
Things you don't expect to see in the same line.
2
286
I like it when a plan comes together. Estimate at Q4 675K due. Return: #TaxTwitter
5
55
3,898
When working with clients its all about setting client expectation. Oh and what we projected at Q3 and Q4 vs return the difference is less then $1K (lower) Who is ready for some founder share IPO? #TaxTwitter
1
422
Getting my Creatine Electrolytes from @trycreate_co to finish off busy season strong. #TaxTwitter
1
139
Normal for NYC Spring. 50s and Freeze at the same time.
2
156
Laundry day during tax season. #TaxTwitter
3
10
403