Trey Whitt
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3whitt.bsky.social
Trey Whitt
@3whitt.bsky.social
CPA firm founder focused on dental office accounting, tax, and transaction consulting.
My client batting average on the instructions, “Please sign,date, and return BOTH pages of the power of attorney” is alarmingly low.

#Taxsky
April 21, 2025 at 3:10 PM
Now that filing season is over, I guess I can delete all these photos of tax documents from my phone.

#taxsky
April 16, 2025 at 11:43 PM
I think my client believes the filing deadline is end of month. Bless him. 😆

#taxsky
April 15, 2025 at 5:25 PM
Maybe we could have this conversation about the merits of the tax system in a week or two?

#taxsky
April 9, 2025 at 5:59 PM
“I hope you are surviving tax season. Here are five paragraphs of topics I would like to discuss at your earliest convenience.”

#taxsky
April 9, 2025 at 1:27 AM
Anyone on here enjoy filing an amended return one day after filing the original? Because I have one of those.

“Hey, did I send you this?”

“No sir, you did not.”

#taxsky
April 6, 2025 at 4:44 PM
Working on my return this morning. Our family could use a better accountant.

#taxsky
April 5, 2025 at 11:55 AM
I was just asked by a former client if I remembered a gift tax return that I prepared for his mother in 2012 when I worked at my previous firm.

God bless him - I couldn’t tell you what I had for lunch yesterday.

#taxsky
April 4, 2025 at 7:50 PM
Me: The return has been in the portal for 2 weeks. Will you please review and sign?

C: I’ve been very busy.

Me: Is that so?

#taxsky
April 3, 2025 at 10:53 PM
“You left off the federal tax payment I didn’t tell you about.”

#taxsky
April 3, 2025 at 2:28 AM
Please, I am begging you, don’t be the accountant that calls another accountant with “I have questions about this K-1 you prepared for my client”.

#taxsky
March 25, 2025 at 11:51 PM
Client: Do you remember we talked about…?

Me: No.

#taxsky
March 24, 2025 at 3:50 PM
“Hey, did you see the email that I messaged you about, TaxDome chatted you about, Soraban chatted you about, left you a voicemail about, carrier pigeoned you about, pony expressed you about…?”

#taxsky
March 11, 2025 at 10:59 PM
Me: I need the depreciation schedule.

Former Accountant: I think you’ll find what you need on the prior year 4562.

Me: [head explodes]

#taxsky
a nuclear explosion with a huge mushroom cloud coming out of it .
ALT: a nuclear explosion with a huge mushroom cloud coming out of it .
media.tenor.com
March 11, 2025 at 6:08 PM
I, too, warn of tax season delays (not unlike every other year.) #taxsky
February 26, 2025 at 3:49 PM
I’ve sent no less than a half dozen emails on #BOI over the last 6 months, and yet I still got the “What is this BOI thing I’m just now hearing about?” email.

#taxsky
February 20, 2025 at 8:37 PM
I cannot log in to QBO. Tech support suggested I try again tomorrow. Lord, is this a test?

#TaxSky
February 12, 2025 at 4:27 PM
When I (eventually) retire, I won’t miss asking, “Did retained earnings roll forward correctly?” in response to “The Schedule L doesn’t balance and I checked everything!”

It doesn’t get any more #taxsky than this post.
February 7, 2025 at 12:56 AM
Cleaning up the work of a prior accountant and discovered a new expense category…
#taxsky
January 9, 2025 at 7:14 PM
Soraban organizers went out today. This is our first year using their platform - praying we get some good adoption. #taxsky
January 9, 2025 at 2:05 AM
I think the #BOI advice at this point has to be: “I don’t know when it’s due. Just file it. It’ll take 5 minutes.”
#taxsky
December 27, 2024 at 7:29 PM
One nice thing about doing the engagement letter roundup before year-end is that you lock in your next year revenue and projects before the sh*t hits the fan in January. #taxsky
December 19, 2024 at 11:32 PM
On the IRS PPS line for 1 hour, 11 minutes and counting.

“May I place you on a 5 to 7 minute hold multiple times until you eventually perish?”

#taxsky
December 18, 2024 at 2:36 PM
If you ever have a client pay household employee taxes on a FEIN instead of an SSN, you might just want to disengage with the client instead of trying to get those taxes moved to the SSN. It’ll be the highlight of my career if I get this done. #taxsky
December 18, 2024 at 2:06 PM
Little man had his neuter surgery today, and, yeah, he’s taking it about how you’d expect. ☹️
December 17, 2024 at 10:02 PM