Allie Bouffard @bbadvisory_
Here For #TaxTwitter bbadvisory.org California, USA Joined December 2022-
Tweets27
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Followers74
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Following245
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Likes78
Allie Bouffard retweeted
When the client brings their unopened mail and then wants you to read each piece one by one while they look over your shoulder
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Stared at the screen for 10 minutes hoping to get this. Of course as soon as I set my phone down it came up #taxtwitter #taxretreat25
Allie Bouffard retweeted
Say it with me now: “A tax *return* is the form I file. A tax *refund* is the money I get back.” They are different.
Allie Bouffard retweeted
Your annual reminder that 1099-NECs and their 1/31 due date absolutely fucking suck. 1099-Pain-in-the-NECs #TaxTwitter
Allie Bouffard retweeted
PSA: Please don't send your tax pro a .numbers file. Do we look like a mac person?
Allie Bouffard retweeted
Client asked me today if he should divorce his wife. Sir, I’m your tax advisor.
Allie Bouffard retweeted
If you ask any sort of financial, tax, real estate question in less than 2 sentences and someone responds with anything other than “it depends on your situation” run. Only a few things in this business are absolute.
Allie Bouffard retweeted
Nobody is more popular at a holiday party than a tax advisor providing free year-end tax advice.
Staying up a little too late before the first day tomorrow… #IntuitConnect #TaxTwitter @ignitionapp
@janetheingram This is so perfect I’ve been looking for something like this, thank you!!
Officially booked and registered to attend #IntuitConnect 🎉 I’d love to connect with anyone else attending!
Allie Bouffard retweeted
One thing I learned this tax season is, if you are going to pass wealth to your children, also educate them on the tax implications of any income earned on that wealth 👍🏽
Allie Bouffard retweeted
Are you done, are you done, are you done… I have your return done. Oh, I forgot. I had some bitcoin trades.
Allie Bouffard retweeted
Allie Bouffard retweeted
Client: Are you done yet? Are you done yet? I gave you everything weeks ago. I don't want an extension! Me: Here's your return, you have a balance due of $X. Client: Oh, I forgot to give you this, and that, and ...
Allie Bouffard retweeted
Happy Tax Day to those who observe
Allie Bouffard retweeted
To operate effectively through a crisis: Focus sharply on the *one thing* you can do next. Paralysis comes when people sit in emotion & overwhelm. "One thing" mindset begins motion - with a simple, clear foot forward. Do one thing...recenter, do another & keep going.
Allie Bouffard retweeted
Live shot of my day: #TaxTwitter #IsBusySeasonOverYet
@JoshYoungblood @QuickBooks I’ve had the same issue all day. Only affecting one client and one specific bank feed
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