Certified Public Accountant that's tweeting about taxes, finance, and business.
Joined October 2011
- Tweets 2,582
- Following 406
- Followers 763
- Likes 3,280
101 Photos and videos
Apr 7
A very busy tax season this year --
Celebrating the birth of my third child right in the heat of the season, pruned some clients as well as onboarding new ones. A lesson I'm continuing to learn is there's seasons of fire and seasons of calm. Whichever it may be, practice both gratitude and grit! #taxtwitter
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11 Dec 2025
shopify.com/editions/winter2…
Absolutely WOW 👀for the design/web team on the page build out. Really beautiful work .@Shopify
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1 Oct 2025
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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25 Sep 2025
Ohhhh 🤓
Turn design into code with Claude Code @figma.
Through MCP, Claude sees your mockup at the data level—component hierarchies, design tokens, auto-layout rules—and translates it into production-ready code.
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22 Sep 2025
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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Kevin Lee, CPA retweeted
11 Sep 2025
Do not repay evil with evil or insult with insult. On the contrary, repay evil with blessing, because to this you were called so that you may inherit a blessing.
- 1 Peter 3:9
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11 Sep 2025
A friend reached out this morning asking if I can file his LLC elected S Corp but unsure if it went through's return because he was ghosted by his prior CPA. And Nothing's been done.
🫣 In my 30s and I'm still naive yet kind without a doubt !
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3 Sep 2025
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22 Aug 2025
The State of Wyoming became the first U.S. state to launch its own stablecoin, the Frontier Stable Token (FRNT). FRNT is available across all major blockchains.
State issued stablecoin bypasses federal regulations? Interesting move to broaden adoption, raise funds through tokenization and faster collections of levied fees.
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25 Jul 2025
Was surprised not to see a much larger Amazon presence and also surprised to see Andreesen Horowitz directly mentioned.
Side Note: Good move to hold stock in the companies mentioned?
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7 Jul 2025
Tax professionals reading up on changes from Big Beautiful Bill over the long weekend before clients start asking a bunch of questions. Or is it just me. 😅
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7 Jul 2025
Sect 174 got a big boost under the Big Beautiful Bill. Can now immediately expense R&D (domestic) and accelerate prior amortized costs within 1-or-2 years. ✔️
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23 Jun 2025
🍎 trying to buy .@perplexity_ai . $14B price tag estimate. Wow. Would be a big boost for Apple Intelligence.
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