Fits Like a Glove
Some of their credentials include MD, DDS, DPM, DVM
What are health care professionals?
Allen operates a business in Canada and also has ownership in businesses in Europe and the Middle East
What is a Foreign Taxpayer?
Myth: Opening one of these will automatically save me a bunch of money on my taxes
What is a Limited Liability Company?
Client: Please get this done as soon as possible
Me: Finishes a few hours later
Also Me a Day Later: Hey client, how did that look?
Client: I haven't had a chance to look at that yet
What is hurry up and wait?
The best decision of my adult life that happened 7 years ago
What is Marrying My Wife
Some of the most popular websites for these are Air BnB and VRBO.
Best Buy, Macy's, Hobby Lobby to name a few
What are Multi-State Retail Companies?
Myth: Well that's a relief, now I can pay my taxes in October
What is Filing an Extension?
It's April 14th, looks like it's time to do my taxes
What are Last Minute Filers?
These two boys are my world
Who are Remington and Reuben?
Client: I get a K-1 from an S-Corporation I own 50% in and also have a sole proprietorship I run on the side
What are Small Business Owners?
Me: Tell me about your business
Client: We have 20 owners, 100 employees, and operate in all 50 states
What are extremely Large Companies?
Myth: Flipping houses will result in a lower tax bill versus other income generating activities
What is the Dealer vs. Investor Concept
Her favorite sentence in the English language is "can I see a manager"?
What is a Karen (or Ken)?
Its dangerous to call me before the second cup
What is My Obsession with Coffee?
Me: How do your books look?
Client: I'm not sure, I haven't touched QuickBooks in months
What is Someone Who Needs Bookkeeping Services?
The big names in this industry are Fedex, UPS, Amazon, etc.
What are Trucking Companies?
Making this tax election will guarantee you save on taxes
What is Making an S-Corporation Election
Client: Hi, how's things going?
Me: Great, what's going on?
Client: .....................
Me: Hello?
Client: .......................
What is Having Been Ghosted?
White rice, Pinto Beans, Half Chicken, Half Barbacoa, Hot Salsa, Sour Cream, Cheese, and Corn
What is my Favorite Food? (Chipotle!)
Me: Give me a little bit about what you're looking to have us help you with
Client: Yes. Everything...
Who is Someone Who Wants to Trust us
This form of doing business is so old your great grandpa thought it was a good idea
What is a C Corporation
Myth: Well good thing this activity is breaking the law, we won't have to pay taxes on the money we make!
What is Illegal Income?
Phone Rings
Me: This is Gregory
Annoying Person: How much do you charge for taxes?
What is a price shopper?
This is where you'll catch me on Sunday Mornings
What is On the Church Bus?