- Видео 130
- Просмотров 145 580
Not So Boring CPA
США
Добавлен 25 окт 2021
👋 Welcome to "Not So Boring CPA"! I'm Kat Khalandach, a California CPA with 10+ years of tax experience, including working with iconic bands like Coldplay. Now, running my own CPA freelancer practice, I'm on a mission to make taxes interesting. Join me for insights, tutorials, and updates on tax software for Individual and Business Income tax prep.
🚀 Get ready to explore tax preparation intricacies with me! Whether you're a CPA, EA, or aspiring tax preparer, I'm here to empower you with the skills and knowledge you need to succeed.
🔍 Throughout the channel, I'll share valuable insights, tutorials, and updates on using different tax software for Individual and Business Income tax prep.
Stay connected:
🌐 Website www.remotecpainla.com
📋 Enroll in My Course www.remotecpainla.com/
✅ Email: kateryna@remotecpainla.com
Subscribe for an engaging tax adventure! 💼📚
#NotSoBoringCPA #TaxPreparation #CPA #TaxEducation #draketax #cch #proconnect #lacerte #proseriestax #cchtax
🚀 Get ready to explore tax preparation intricacies with me! Whether you're a CPA, EA, or aspiring tax preparer, I'm here to empower you with the skills and knowledge you need to succeed.
🔍 Throughout the channel, I'll share valuable insights, tutorials, and updates on using different tax software for Individual and Business Income tax prep.
Stay connected:
🌐 Website www.remotecpainla.com
📋 Enroll in My Course www.remotecpainla.com/
✅ Email: kateryna@remotecpainla.com
Subscribe for an engaging tax adventure! 💼📚
#NotSoBoringCPA #TaxPreparation #CPA #TaxEducation #draketax #cch #proconnect #lacerte #proseriestax #cchtax
7 Reasons You Should Attend a Western CPE Conference This Year
In this video, join me as I attend a Western CPE Conference to learn, network, and have fun offline! In a time when we’re spending more and more of our lives online, connecting in person is more important than ever. I’ll share 7 reasons why you should consider attending a CPE conference this year, including:
1. An Unforgettable Experience - Explore the benefits of a CPE vacation, with luxurious amenities and incredible destinations that make learning enjoyable.
2. The Best Locations - Discover top conference locations and hotel recommendations with discounted rates.
3. The Power of Human Connection- Learn why offline relationships are key to building lasting business connections and opportun...
1. An Unforgettable Experience - Explore the benefits of a CPE vacation, with luxurious amenities and incredible destinations that make learning enjoyable.
2. The Best Locations - Discover top conference locations and hotel recommendations with discounted rates.
3. The Power of Human Connection- Learn why offline relationships are key to building lasting business connections and opportun...
Просмотров: 35
Видео
Will AI Replace Tax Preparer?
Просмотров 295Месяц назад
Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers : www.remotecpainla.com In this video, I will discuss the implications of AI in the accounting and tax industry, highlighting both potential problems and positive aspects. Potential Problems: They stress that accountants who don’t adopt AI may find themselves at a disadvantage, as tho...
Schedule K-1, Box 20, Code Z - Entering each underlying activity separately? Subscriber Q&A Special
Просмотров 323Месяц назад
Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers : www.remotecpainla.com The video focuses on the complexities of reporting qualified business income (QBI) using Schedule K-1, specifically Box 20, Code Z, under Section 199A. Here’s a summary of the main points: Purpose of Information: It explains how to enter each underlying activit...
Schedule K-1 - Step-by-Step Guide to Tax Software Success [ Drake Tax, Proconnect and CCH Access]
Просмотров 652Месяц назад
Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers : www.remotecpainla.com In this video I will go over how to enter K-1 Schedule in any tax software using Drake Tax, CCH Tax and Procnnect as example. Schedule K-1 from 1065 walkthrough. I will provide an in-depth tutorial on entering K-1 form information into tax software programs lik...
EFIN application - apply in October to start tax preparation business in 2024
Просмотров 1,1 тыс.2 месяца назад
Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers : www.remotecpainla.com In this video, Kat, a CPA and tax preparer with over 12 years of experience, provides a comprehensive guide on starting a tax preparation business. She emphasizes the importance of obtaining an IRS EFIN (Electronic Filing Identification Number) for e-filing tax...
Step-by-Step Guide to Amending Tax Return in Any Tax Software [Drake Tax 2024 Example] 1040-X
Просмотров 4782 месяца назад
📋 Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers : www.remotecpainla.com How to Amend a Tax Return: Step-by-Step Guide & Software Tutorial In this video, Kat, a seasoned CPA, explains when, why, and how to file an amended tax return to possibly save your clients money. Kat covers both the theoretical aspects and provides a practic...
Standard Mileage vs Actual Expenses - which is better?
Просмотров 2743 месяца назад
In this video, we break down everything you need to know about claiming mileage tax deductions for your business vehicle. We’ll cover: 🚗 Who can claim the mileage deduction 📉 Standard Mileage Rate vs. Actual Expenses Method ✅ Pros and Cons of each method 🔍 IRS limitations and rules Whether you're self-employed, an independent contractor, or a business owner, understanding these methods can help...
ProConnect Tax Software Training - How to Prepare Business Tax Return 1065 in ProConnect [2024]
Просмотров 7273 месяца назад
How to use ProConnect and prepare Business Partnership Tax Return in ProConnect Tax Software. In the end of the video you should be able to prepare the the business tax return in Proconnect Tax Software. #proconnect #businesstaxes #taxpreparation #taxsoftware Pronnect Tax Bootcamp - www.remotecpainla.com 🔗Useful Links: 🌐 Website: www.remotecpainla.com 📋 Enroll In My Course - Individual and Busi...
Taxslayer Pro tax software review [2024]
Просмотров 5843 месяца назад
This video is the general overview of Taxslayer Pro tax software review. I will go over the interface of the tax software the pricing and provide with my opinion on the Taxslayer Pro tax software. Please watch more video on how to become tax preparer and learn to use different tax softwares. #taxslayer #taxslayerpro #taxsoftware #taxpreparer Useful Links: 🌐 Website: www.remotecpainla.com 🌐 Cpax...
Estimated Taxes - Underpayment Penalties are they worth paying?
Просмотров 1974 месяца назад
Overview: In this comprehensive video, we break down the fundamentals of quarterly estimated tax payments for 2024. You’ll learn who is required to make these payments, important deadlines, calculation methods, and the potential consequences of underpayment or late payment. We also evaluate the financial practicality of making estimated tax payments in the current economic climate with prevaili...
How to record Sale of Asset in CCH Access Tax Software (Sale of Rental)
Просмотров 4124 месяца назад
How to record Sale of Asset in CCH Access Tax Software (Sale of Rental)
Tax Preparation Engagement Letter : Must-Haves
Просмотров 3144 месяца назад
Tax Preparation Engagement Letter : Must-Haves
MY STORY: From Waitressing to Big 4 Consultant to 6-Figure CPA Freelancer
Просмотров 4165 месяцев назад
MY STORY: From Waitressing to Big 4 Consultant to 6-Figure CPA Freelancer
S corp Tax Return Preparation Walk Through for Beginners ANY SOFTWARE - Proconnect Tax Example
Просмотров 1,5 тыс.5 месяцев назад
S corp Tax Return Preparation Walk Through for Beginners ANY SOFTWARE - Proconnect Tax Example
How to become Tax Preparer with No Experience
Просмотров 10 тыс.5 месяцев назад
How to become Tax Preparer with No Experience
9 Step Onboarding Tax Clients Process to land Your DREAM Client
Просмотров 9245 месяцев назад
9 Step Onboarding Tax Clients Process to land Your DREAM Client
How to account for accrued interest, original issue discount and amortized bond premium adjustments
Просмотров 2656 месяцев назад
How to account for accrued interest, original issue discount and amortized bond premium adjustments
CCH Access Tax Software Demo: Tax Preparation Bootcamp Individual Return in 1 hour [2024]
Просмотров 1,7 тыс.6 месяцев назад
CCH Access Tax Software Demo: Tax Preparation Bootcamp Individual Return in 1 hour [2024]
A guide to paying Quarterly Estimated Tax Payments: What They Are and Who Needs to Make Them in 2024
Просмотров 3476 месяцев назад
A guide to paying Quarterly Estimated Tax Payments: What They Are and Who Needs to Make Them in 2024
Post-Tax Season Review: Boost Next Year with These Tips!
Просмотров 1646 месяцев назад
Post-Tax Season Review: Boost Next Year with These Tips!
Why April 15? The Surprising History of Tax Day!
Просмотров 1747 месяцев назад
Why April 15? The Surprising History of Tax Day!
Entering Prior Year Carryovers in 2023 Lacerte Tax Software: A Must-Watch Guide!
Просмотров 6218 месяцев назад
Entering Prior Year Carryovers in 2023 Lacerte Tax Software: A Must-Watch Guide!
Avoid Late Filing Fees: File Business Extensions Free Online
Просмотров 4058 месяцев назад
Avoid Late Filing Fees: File Business Extensions Free Online
Top 6 mistakes I discovered reviewing the tax returns this week
Просмотров 4618 месяцев назад
Top 6 mistakes I discovered reviewing the tax returns this week
Entering Prior Year Carryovers in 2023 Drake Tax Software: A Must-Watch Guide!
Просмотров 1,2 тыс.8 месяцев назад
Entering Prior Year Carryovers in 2023 Drake Tax Software: A Must-Watch Guide!
From CPA to YouTube Star: Gaining Confidence On-Camera!
Просмотров 1159 месяцев назад
From CPA to RUclips Star: Gaining Confidence On-Camera!
Drake Tax Software 2023: Tax Preparation Bootcamp 1040 and Biz return in 1 hour - What’s New in 2024
Просмотров 7 тыс.9 месяцев назад
Drake Tax Software 2023: Tax Preparation Bootcamp 1040 and Biz return in 1 hour - What’s New in 2024
Entering Prior Year Carryovers in 2023 Proconnect Tax Software: A Must-Watch Guide!
Просмотров 9059 месяцев назад
Entering Prior Year Carryovers in 2023 Proconnect Tax Software: A Must-Watch Guide!
NEW Form Help feature - Changes for 2024 Lacerte Tax Software Demo
Просмотров 7429 месяцев назад
NEW Form Help feature - Changes for 2024 Lacerte Tax Software Demo
What’s the most valuable connection or lesson you’ve gained from attending a CPE event in the past? 🤔 Let me know in the comments below!
Thanks for the share
Thanks for watching!
Videos are helpful but not having multiple screens and always flipping back and forth drive me crazy because it is so slow.
Good point! Let me think how I record without going back and forth. Thank you!
Why did you SUPRESS STATE while doing 1120-S ? State filing is not required for 1120-S ? I am confused. Thank you.
This video is just example of federal return for simplicity when state is not required.
why can't I import my 1040 into proconnect. I converted it into pdf and jpeg files but it still wont accept it. Not sure what I'm doing wrong.
Thank you for these kinds of videos. It helps me as a staff accountant.
Thank you - it means a lot to me!
Thanks for sharing.
You are welcome! Hope it was helpful!
Hello! Thank you for the video. Quick question what about if I have a home office? So, in that case that counts as business miles if I am driving from home to a client’s house? Thank you !!
Yes you can! Basically, if your home is your "Primary place of business" then the mileage to/from clients is deductible
@ Thank you!
Very inspiring!!! Thank you for sharing 🌷
Thank you!
Hi mam pls upload interview question and answer mam as fresher and experience
Good idea!
Taxation theory and practical madam please help me madam
@@notsoboringcpa course duration and fees man
Excelente, muchas gracias 🫂
Thank you!
Gracias 😊
De nada!
Hi Mam Suppose if we installed proseries in 2 systems and efiled few returns where we can see number of efiled in year? 1) it will be on proseries account 2) we have to check on each system
I am sorry I really haven’t filed it in 2 different system. I would check with them on this, please let me know what you find out. Good question!
Tax laws can be so complex, and it’s super helpful to break them down like this. Understanding how different policies can impact our finances is crucial for making informed decisions.
Making profitable investments during this time of political change can be risky without that insight. For me, working with an adviser is the best first step to navigate these complexities and make informed choices.
I think having an investment advisor is the way to go. I've been with one because I lack the expertise for the market. I made over $490K during the recent dip, highlighting that there's more to the market than we average folks know.
Hmmm this is quite interesting, Please can you leave the info of your investment advisor here? I’m in dire need for one.
Nicole Anastasia Plumlee can't divulge much. Most likely, the internet should have her basic info, you can research if you like.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.
When I register with the IRS to receive a PTIN, they ask for a notarized forms SSN and DL. Is it necessary to certify?
I was not asked for this I did mine like 2 months ago
I don’t think you need that
THANKS I AM WATCHING FROM INDIA
you are welcome!
Great thank you
My pleasure!
Hi Kay, thank you for this video! It was so helpful.
You are so welcome!
Hey, does MacBook support this software?
Unfortunately no, but you can get Parallel (program that runs windows programs on Mac) or remote windows desktop
The only program that works on Mac is cloud based Proconnect
Hi Kat, very helpful video! I am a non-US citizen living abroad. As I do not have SSN, I recently created a single-member LLC in Wyoming state. Can I now apply for EFIN using my LLC's EIN? If yes, what should be the business structure when filling the online application - 'Limited Liability Corp.' or 'Sole-Proprietor' (because my LLC is a single-member LLC)?
You still someone with SSN as principal for EFIN
I do not see a option for lacerte in your course offerings?
Not yet, but I am planning to for the next year. Please let me know what you would like to see in that course
Hello could you please help how to fill form 4562 on Drake please. Thank you so much ❤❤
Will try! Thank you for suggestion!
I see AI changing the way we work every day. Implementing it has been a learning curve, but we can already feel the benefits it brings to our firm. While AI can’t replace relationships and trust-at least for now-it will help accountants and tax experts become more efficient in the work we do.
I agree!
Hello, i see on irs website that everyone who has more than 10 tax returns should apply for EFIN. What if I only have 3 or 4 customers for the first year? Can I still apply for efin? This is totally new for me. I’m not even sure if i will get clients for the first year
Yes IRS requirement is 10 clients. But if you would like to use professional tax prepares softwares (everything except TurboTax), you will need EFIIN to e-file with that tax software even if it’s 5 tax returns
Eventually AI will take over everything. The sci-fi movies have it right, it's just a matter of time honestly. Once these Tesla robots reach i-Robot levels, that's the ballgame 😂
Seems to be a case
What are your guys thoughts on how AI will transform tax industry?
Can you please help with the EA preparation?
preparing for enrolled agent exam? What part?
@@notsoboringcpa Part 1 I do have exam on nov 15 , 2024 but give me some tips for it how to prepare for it and important concepts . Thanks in advance
@@notsoboringcpa can you please help with it ?
Mam pls help me learn ustaxation theory and practical mam pls pls help me mam🙏🙏
Can you make an video of calculating 8621 ?
Great suggestion! I will try my best - thank you!
Excellent! Thanks!
You're welcome!
I am looking for someone to help me apply for EFIN. Can you help me make the application?
I am sorry I don't do that, but hopefully you find the video helpful
hey is the time duration for getting EFIN is same as mail and online ? and can a non US resident having LLC and ITIN get EFIN number ?
I think it would be double the time. I suggest applying online - it probably will take around a month
@@notsoboringcpa done Can we have some sort of B2B collab for returns preparation for year 2024?
Hi I am looking for help to apply for my EFIN can you help me with this?
I am sorry I don't do that, but hopefully you find the video helpful
I am CPA licensed in Washington state and living in Pakistan. Can you help in getting EFIN. As per publication 3112, I need to be affiliated with US based e-file provider, who can apply on our behalf to IRS.
Hm.. I am really not sure about it. But you can apply yourself if you have SSN
My download playlist is full with your videos. Learning a lot for you, mam... peace and 1000 blessings ...
Thank you! Your comment means so much for me 🙏
Nice Video! You should also do a state tax input series for a K-1 with multiple states.
Thanks for the idea!
always with your clear information clear doubts a virtual hug I send you.
I appreciate that!
@@notsoboringcpa Thanks for sharing your knowledge.
Hi everyone! If you have any questions you'd like me to record a video, please let me know! 😊
Awesome video! Could you please do a tutorial on form 4562 (Depreciation), with different scenarios such as residential property improvements, business equipment purchases, and class lifes. I'm a new tax professional, and learning from books and assignments is one thing, but seeing how it actually done is much better. Thank you very much for any help you can provide.
Great suggestion! Thank you
You always save me, thank you for sharing your knowledge, I would marry you hahaha, just kidding, thank you Miss.
Thank you for your support!
Thank you so much for your vedio Mam... I am from India pursuing CPA, preparing for TCP exam.. your vedios are most helpful... Iam one of your subscriber...
Glad to hear that! Thank you
52326 Weimann Fords
Maam I watch your videos all the time, the videos are very useful, and learned a lot, but do you SEO your videos, then you will get double views and subscribers,
Thank you!
@@notsoboringcpa I don't have to pay, I'll make you work for free, you watch my work,
Thanks for your help, I would marry you tomorrow haha, just kidding.
That’s a very uplifting message right before end of the tax season. Thank you!
@@notsoboringcpaThis heavy tax season is almost over, your eyes will continue to be just as pretty 😍, and I will continue learning from your videos, thank you for transmitting your knowledge, from today I am your fan. I send you a virtual hug.
@@christianprado246 thank you for your support!
51193 D'Amore Forge
Have you used K-1 Analyzer? Especially for the states? Seems to be a new thing companies are pushing it’s very annoying 😒
I haven't, but I use something similar for other softwares. But it's the same idea as using the excel to reconcile items on K-1s. I can see from the way it is designed that it can be confusing. Keep up the good job - only 2 weeks of the tax season left! 🤗
This video was so helpful!!! i can go to work and help with CCH returns tomorrow thanks to this tutorial. I also purchased your course!! Thanks
You are so welcome! And thank you - that's a nicest comment I ever got! Looking forward to our weekly calls and good luck!
Nice video
Thank you!
if we have other income where to inputs that
Under Income section, other income. If it doesn’t have a section for that - I would put on schedule K if it’s interest, or lamp together with the gross receipts
Which software would you recommend for a new Tax Preparer?
I will make video about that. But in general I would recommend Drake if on budget, otherwise Proconnect is great and easy to use to start.