Bill Kinney, CPA
@kinney.cpa
Tax CPA in Minneapolis MN
Sports: @fanball.pro
Personal: @billhelm.lol
Co owner of Romer & Company in Minneapolis MN https://romercpas.com
Sports: @fanball.pro
Personal: @billhelm.lol
Co owner of Romer & Company in Minneapolis MN https://romercpas.com
Reposted by Bill Kinney, CPA
Former leader in IRS comms at the conference I’m at: “this may be the worst filing season since 1985” - primarily because of the combination of staff reductions and OBBB.
July 18, 2025 at 9:02 PM
Former leader in IRS comms at the conference I’m at: “this may be the worst filing season since 1985” - primarily because of the combination of staff reductions and OBBB.
Reposted by Bill Kinney, CPA
I like to read my timeline here in reverse chronological order. Tweetbot back in the day was good at that. @phoenix.tapbots.com will be if it ever comes out. In the meantime I’ve discovered that @skeetsapp.com does this! New customer for them.
July 14, 2025 at 5:00 PM
I like to read my timeline here in reverse chronological order. Tweetbot back in the day was good at that. @phoenix.tapbots.com will be if it ever comes out. In the meantime I’ve discovered that @skeetsapp.com does this! New customer for them.
Reposted by Bill Kinney, CPA
Gives me no joy but the accountants have summarized the Kill Bill’s tax law changes (which will be the Senate bill discussed in the story). A lot of bad giveaways & dumb take-aways but many could affect you: www.journalofaccountancy.com/news/2025/ju...
House begins debating Senate reconciliation bill with tax changes
The fate of the One Big Beautiful Bill Act and its many tax provisions now rests with House members. The Senate passed its version of the bill Tuesday but it contains key differences from the version ...
www.journalofaccountancy.com
July 3, 2025 at 12:46 PM
Gives me no joy but the accountants have summarized the Kill Bill’s tax law changes (which will be the Senate bill discussed in the story). A lot of bad giveaways & dumb take-aways but many could affect you: www.journalofaccountancy.com/news/2025/ju...
Would your company's name look good on this for this year? Get in touch!
Let’s give one last big round of applause for our 2024 sponsors! 👏 We were so lucky to have their support last year in Chicago! ☘️
Now, as we gear up for Tax Retreat 2025 in Denver, we’re on the lookout for the next group of amazing sponsors to join the fun. Interested? Send us a message!
Now, as we gear up for Tax Retreat 2025 in Denver, we’re on the lookout for the next group of amazing sponsors to join the fun. Interested? Send us a message!
March 19, 2025 at 11:39 PM
Would your company's name look good on this for this year? Get in touch!
The most interesting thing I'm doing right now is trying to find sponsors for @taxretreat.org 2025.
Incidentally, if you have a product or service, you want to get in front of a cool group of forward-thinking tax pros, accountants, and adjacent, hit me up and we can chat!
#taxsky #taxbs
Incidentally, if you have a product or service, you want to get in front of a cool group of forward-thinking tax pros, accountants, and adjacent, hit me up and we can chat!
#taxsky #taxbs
March 19, 2025 at 7:14 PM
The most interesting thing I'm doing right now is trying to find sponsors for @taxretreat.org 2025.
Incidentally, if you have a product or service, you want to get in front of a cool group of forward-thinking tax pros, accountants, and adjacent, hit me up and we can chat!
#taxsky #taxbs
Incidentally, if you have a product or service, you want to get in front of a cool group of forward-thinking tax pros, accountants, and adjacent, hit me up and we can chat!
#taxsky #taxbs
Decided that I'm going to schedule the rest of my clients as their stuff comes in the door. I am going to tell them they are extended and an approximate date I'll work on it. If they need estimates, we will make our best efforts. Any new clients will get September as their completion timeframe.
March 15, 2025 at 9:02 PM
Decided that I'm going to schedule the rest of my clients as their stuff comes in the door. I am going to tell them they are extended and an approximate date I'll work on it. If they need estimates, we will make our best efforts. Any new clients will get September as their completion timeframe.
One of my favorite retiree clients always asks me if I'm crabby when she calls (I guess I was a few times). So on her organizer this year she wrote, Do a good job, Don't be Crabby, Smile!
It got the intended response, I smiled.
It got the intended response, I smiled.
March 3, 2025 at 9:09 PM
One of my favorite retiree clients always asks me if I'm crabby when she calls (I guess I was a few times). So on her organizer this year she wrote, Do a good job, Don't be Crabby, Smile!
It got the intended response, I smiled.
It got the intended response, I smiled.
Enjoying my PDF Workpaper Workflow with Acrobat and Tic Tie Calculate this year. I'd like to get something more robust that the whole firm can use eventually, but this flow saves me time and lets me work from anywhere in a pinch. (I'm in the office most of the time anyway). #taxsky #taxbs
February 28, 2025 at 4:36 PM
I keep iterating on process improvements and it's really feeling like it's starting to pay off in my firm. Firm has been around for a long time but many processes were stuck in the 90s, pre-digital workflow. I my personal process on digital now and slowly dragging my partners and employees with me.
February 18, 2025 at 6:31 PM
I keep iterating on process improvements and it's really feeling like it's starting to pay off in my firm. Firm has been around for a long time but many processes were stuck in the 90s, pre-digital workflow. I my personal process on digital now and slowly dragging my partners and employees with me.
People are using AI for emails too much. They sound weird a lot of the time. I'm kind of over it!
February 16, 2025 at 7:47 PM
People are using AI for emails too much. They sound weird a lot of the time. I'm kind of over it!
Reposted by Bill Kinney, CPA
Dear #TaxSky, if you have a prospective client that starts throwing red flags before you've completed onboarding them, cut your losses and walk away.
Trust your gut because it's not worth the risk.
Trust your gut because it's not worth the risk.
February 6, 2025 at 6:10 AM
Dear #TaxSky, if you have a prospective client that starts throwing red flags before you've completed onboarding them, cut your losses and walk away.
Trust your gut because it's not worth the risk.
Trust your gut because it's not worth the risk.
There's a post on reddit asking for tax services in our market and one of my awesome clients replied with my name. I took it a step further and posted my appointment scheduler. That post will likely yield 30 new clients this year.
February 8, 2025 at 4:10 PM
There's a post on reddit asking for tax services in our market and one of my awesome clients replied with my name. I took it a step further and posted my appointment scheduler. That post will likely yield 30 new clients this year.
Judging from the new client returns I've been getting lately, many tax pros need to brush up on vacation home rules. What a mess.
February 4, 2025 at 8:43 PM
Judging from the new client returns I've been getting lately, many tax pros need to brush up on vacation home rules. What a mess.
Our firm failed the top heavy 401k test. Ooops. 3% contributions for everyone!
February 3, 2025 at 5:39 PM
Our firm failed the top heavy 401k test. Ooops. 3% contributions for everyone!
Hold times are bad again, but just had the best practitioner priority service IRS agent I’ve ever had on the phone. Banged through issues and explained a bunch of stuff I didn’t know to me. Was incredibly friendly and helpful.
January 30, 2025 at 10:29 PM
Hold times are bad again, but just had the best practitioner priority service IRS agent I’ve ever had on the phone. Banged through issues and explained a bunch of stuff I didn’t know to me. Was incredibly friendly and helpful.
I do not like it when clients I like pass away. 2 in the last week.
😢
😢
January 13, 2025 at 10:53 PM
I do not like it when clients I like pass away. 2 in the last week.
😢
😢
Clients using AI chatbots to write me emails that make no sense. Then when you reply, it's clear they don't understand what they even sent to you. 😮💨 #taxtwitter #taxsky
January 8, 2025 at 3:02 PM
Clients using AI chatbots to write me emails that make no sense. Then when you reply, it's clear they don't understand what they even sent to you. 😮💨 #taxtwitter #taxsky
We've been The Tax Book users for a long time. Great resources. They just rolled out their TaxBert AI model trained on their guides and it's fantastic. Saves tons of lookup time. Already used it twice today. Included in any of their (affordable) online subscriptions.
December 18, 2024 at 9:37 PM
We've been The Tax Book users for a long time. Great resources. They just rolled out their TaxBert AI model trained on their guides and it's fantastic. Saves tons of lookup time. Already used it twice today. Included in any of their (affordable) online subscriptions.
Thanks, this is useful and may apply to most of my clients.
December 10, 2024 at 7:05 PM
Thanks, this is useful and may apply to most of my clients.
Does anyone have advice for finding a firm that does cost segregation and would work with me and my clients? I’ve reached out to a few that advertise it and they all refer to third parties (who they won’t share with me). I’m in Minneapolis market. #taxsky #taxtwitter
December 10, 2024 at 3:09 PM
Does anyone have advice for finding a firm that does cost segregation and would work with me and my clients? I’ve reached out to a few that advertise it and they all refer to third parties (who they won’t share with me). I’m in Minneapolis market. #taxsky #taxtwitter
Reposted by Bill Kinney, CPA
Considering just playing Guillotine fantasy football next year. Funnest I've had in years. So much FAAB strategy. Changes as the year goes on.
December 4, 2024 at 7:21 PM
Considering just playing Guillotine fantasy football next year. Funnest I've had in years. So much FAAB strategy. Changes as the year goes on.
Considering adding a remote desktop hosting for Intuit Lacerte... the official option is 105/month, seems expensive (like everything intuit these days). Anybody use anything else either with Intuit products or others? ProConnect off the table for now. #taxtwitter #taxsky
December 3, 2024 at 4:55 PM
Considering adding a remote desktop hosting for Intuit Lacerte... the official option is 105/month, seems expensive (like everything intuit these days). Anybody use anything else either with Intuit products or others? ProConnect off the table for now. #taxtwitter #taxsky
We offered a position to a CPA who will be a great fit at our firm and they accepted today! I am so excited to have another pro join us. I’ve built some good referral pipelines and I want to keep that up.
November 27, 2024 at 2:35 AM
We offered a position to a CPA who will be a great fit at our firm and they accepted today! I am so excited to have another pro join us. I’ve built some good referral pipelines and I want to keep that up.