About Karl - Intuit Accountants Community

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Level 9

About

CPA in Fresno, CA D&T audit 5yrs, private industry controller 5yrs, and now solo practitioner in tax since 2015. Trying to be a lifelong learner. Firm niche is equity comp.

Link to Website

Products

Lacerte Tax

Experience: 9 years
ProConnect Tax

Experience: 2 years
ProSeries Tax

Experience: 1 years

Details

3

Expertise

Equity comp, HSA's, Tax/Financial Planning

1

State proficiencies

California

1

Language

English

Activity Feed

Posts
Replies

Re: NEW CLIENT

Back when I did this (I now use TaxDome for my organizer/questionnaire), I would just generate a blank condensed organizer to give to new clients, telling them ...

Karl

May 04, 2026
Re: ProConnect Product Lacerte Rep screen transfers to training portal. How can I pay the bill?

You can try deleting cookies/history/cache, but you will probably need to call Support on this one. The Intuit/ProConnect website can get some misdirects in it ...

Karl

May 04, 2026
Re: The electronic filing season for this tax authority is closed.

You need to give more details. What's the diagnostic #? What state/locality/taxing-authority are you referring to? What software year are you in?

Karl

Apr 30, 2026
Re: renewal

I'm not certain about read-only or input access, but I am pretty certain all e-file and REP features shut down for prior years without an active subscription to...

Karl

Apr 30, 2026
Re: IL PASS THROUGH CREDIT #5713

We need you to include the text of the diagnostic to help you clear this (PDF the diagnostics and then you can copy/paste). There's also a specific "Find My Dia...

Karl

Apr 24, 2026

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Member Since	‎12-23-2019

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