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.
I am sure there is a lot of commonality among different PM platforms, but we've been pleased with TaxDome. We added Soraban this filing season for document collection, and that has been a home run.
April 11, 2025 at 12:37 PM
OASDI = Old-Age, Survivors, and Disability Insurance
April 11, 2025 at 12:23 AM
Which one are you on?
April 11, 2025 at 12:21 AM
Speaking of Michael Lewis books, how has Sam Bankman-Fried not been pardoned and hired by this administration yet?
April 7, 2025 at 4:30 PM
Alabama-only issue and I’m not convinced Alabama would know what to do with a superseding return.
April 6, 2025 at 7:57 PM
No fun!
April 6, 2025 at 5:44 PM
It’s Alabama-only. I think if I filed a second state return without the amended box checked, the state government might shut down. ;)
April 6, 2025 at 4:55 PM
War Eagle!
April 5, 2025 at 11:11 PM
If there are legit questions about the accuracy of the K-1, no problem. If you’re trying to score points with your client by pointing out that distributions were less than taxable income, that is what I take issue with. Especially this time of year.
March 26, 2025 at 1:22 PM
Agree. This one hit wrong because the accountant’s question was, “Why is the income more than the distributions?”

I mean, c’mon.
March 26, 2025 at 12:00 PM