Abigail De Mesa, CPA @Abcdemesa2020
IRS Enrolled Agent Trainee| Project Manager| QBO / XERO Bookkeeper Specialist| Data Analytics Trainee| CFO Trainee for advisory services #FORHIRE SBMA, Philippines Joined September 2017-
Tweets496
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Followers235
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Yesterday we had a meeting and as you might have seen in my senior's face that the client woke up and chose violence for breakfast. 😆 #taxtwitter #fussybookkeepingclient #bookkeeping
At an Airbnb in NCR right now and found myself binging on a Netflix show. Seems closely accurate on mergers and acquisitions. Love the partner drama. What Netflix show are you obsessing on? #Netflix #Accounting #mergersandacquisitions #merger
It so happens UK has some shortage on Tax Accountants y'all
Hey @Mattredman74! Can't wait to see you in person and ask you a lot of questions ☺ See you! #allears
I just can't 🤣 youtube.com/shorts/68GgaGh…
These investigations are wild 🤪 youtube.com/shorts/sAkInjj…
The actor acting as a senator captured what real senators do for a living. Ask dumb questions. youtube.com/shorts/PNEFdur…
Good for discovery call. Got me thinking on a brainstorming for onboarding. I'm kinda pretty dry and mechanical when it comes to starting out with clients. But this one made me think even more how to service them better in the long run.
Good for discovery call. Got me thinking on a brainstorming for onboarding. I'm kinda pretty dry and mechanical when it comes to starting out with clients. But this one made me think even more how to service them better in the long run.
Hi #TaxTwitter Would like to know if this Sec 126 is in connection with Form 4797 for example, discontinued segments of operations for holding companies in which entire business segments are held up for sale?
Exactly! AI can't replace accountants or EA's. But overtime when they use it can make it better.
Exactly! AI can't replace accountants or EA's. But overtime when they use it can make it better.
Name a company with a 5x potential by 2030. 👇
Useful now. Still have refinements. Def too early to tell
Useful now. Still have refinements. Def too early to tell
And get sick during the week...
Kudos to all CPA's and EA's out there. Good job!
Kudos to all CPA's and EA's out there. Good job!
Ladies and gents.. @hubermanlab people ✌ youtu.be/hx3U64IXFOY?si…
This good. Post mortem tax meeting this week before vacation
This good. Post mortem tax meeting this week before vacation
I'm on my "Tired" Era at the moment. Hey wait... "Wingardium extend filedeosa!!" - said every pepper I know
Amazing ladies who taught me. Every crisis is a gift. Every problem is an opportunity. Every adversity introduces a man to himself. Thank you for introducing me to a community once again.
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@RobergTax Partner/Shareholder basis or basis in an asset, stock, etc? Or basis is basis and I need to go back to school
@Abcdemesa2020 Oh lord no. Five states I can think of off the top of my head, not including the "please tax me" questions. MA's the hairiest, requiring special state health insurance forms.
@Abcdemesa2020 It’s annoying AF . By default in Lacerte it charges every taxpayer the penalty, even non residents. It’s an important diagnostic to not to forget to clear
@Abcdemesa2020 No but theres more states MA for one I think DE as well
@Abcdemesa2020 Many states started implementing their own. However as far as mandatory would be NJ, MA, CA, RI & DC
@Abcdemesa2020 I think Mass asks too. And maybe DC?
@Abcdemesa2020 IL does not have a shared responsibility penalty.
@Abcdemesa2020 Massachusetts does, they are the original. I’ve never prepped a resident IL return, though, so no clue.
@Abcdemesa2020 Massachusetts, DC I’m missing one
@tailor_hartman Someone send him some cleaning wipes.
They still haven't fixed this issue....
@cordes_tax I’ve thought about it but I don’t fit well in the employee box. I’m insubordinate, I won’t back down when I know I’m right, I’m a yeller, and I like the idea of taking a day off without asking permission.
I've been thrilled since the #IRS began rejecting e-filed tax returns that didn't have Form 8962 to reconcile the Premium Tax Credit. I thought it saved taxpayers a lot of additional time and correspondence. However, I had not considered the potential for bad actors signing folks…
@Abcdemesa2020 See the replies above, someone was able to find it yesterday
I saw people sharing some of their most effective new client onboarding questions yesterday and wanted to save them to work on my own. Anyone remember the posts I'm referring to?
@taxpreptech I’m curious too. Also want to discuss organizers with a few people.
@aaronatxcpa @mountainwesttax That’s it!
@taxpreptech @mountainwesttax I do that on my appointment intake form for new clients. It leads to some interesting discussions.
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