Software, Tax Prep, Small Business

Joined May 2009
Photos and videos
Andrew Zimmerman, EA retweeted
We put together a (new) 50-minute masterclass on how to optimize your 1040 tax prep process 5 members of my team spent 2 weeks on this one. It may be the most complete 1040 workflow resource on the web. It's broken down into 11 steps: 1. Engage 2. Schedule 3. Intake 4. Workpaper Prep 5. Request 6. Input 7. Self-Review 8. First Review 9. Partner Review 10. Billing 11. Delivery For each step we cover: • The ways firms do (or don't) do it • The leading tech to enable it • Whether AI can automate it • And how to deskill it Important: you'll be shocked to see how firms use wildly different levels of expertise to get the same work out the door, so deskilling is a big talking point throughout the video. I'll DM you the private link, no email addy required: 1. Reply with "1040" 2. Retweet Let's get those 1040s out the door like never before 🤜🤛
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GTD by David Allen has been a help for me for about three decades. I got to meet him today. #snh25
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It's a great time to visit! I just got back on Tuesday. You can still register for our next tour: pilgrimtours.com/groups/zimm… As Israel opens once again to travelers, this is a rare opportunity to encounter its sacred sites and rich history in a quieter, more personal way.
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IRS support is broken.
Mind numbing call with an IRS agent today. I want the IRS to get funding. I know their jobs are difficult. I support the IRS. That being said, something must change at the IRS. I called on an intent to levy notice where the IRS has ignored four packages we have sent them via certified mail. I called the number on the notice to have the account put on hold. After an hour and a half I could not get the account put on hold and I opened a case with the Taxpayer Advocate instead. That took another 30 minutes. Here is what happened when I called the IRS this morning: I just called the IRS to put the account on hold and wasted an hour and a half more. I called the number of the notice and the person I talked to had no idea what to do. I am serious she: Had a poor phone connection She did not know what an EIN number was and kept asking me for a Social Security number She kept putting me on hold to talk to her supervisor Note, I called the number listed on the notice I was supposed to call. Eventually, she told me she could not help me and that she would have to transfer me to another number. I asked why. She said this seems to be happening a lot and she often has to transfer people. She transferred me to collections (Which is the number I originally called). I waited on hold for 60 more minutes and then got disconnected. The agent I talked to was pleasant, she had to be very new and had to have been given very insufficient training which is not her fault. This is unacceptable. The IRS needs to focus on fixing their correspondence system. This is more important than auditing high income sophisticated taxpayers. When the IRS audits the rich they are going to lose if their agents cannot even handle basic correspondence. Again, I want the IRS to succeed. Daniel Werfel are you listening? #cpa #ea #aicpa #irs
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2024 provides a unique opportunity to visit the Land of the Bible. See our travel blog at visithisland.com for more details.
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Creativity is uncomfortable... @HSatterley at #SNH23
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Hearing about @worklio at #SNH23
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Melting pot? Don't melt me in anyone's pot. #SNH23
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Thanks for the #TaxTwitter ribbon at #SNH23
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Spacious, comfy apartment. #StayFrontdesk
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I'm enjoying the learning opportunities at #SNH23
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Our November trip to Israel is open for registration. pilgrimtours.com/groups/zimm…
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Has anyone else had clients take the ERC (without consulting you) and now need amended 1120? #TaxTwitter
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IRS has announced the 2023 business mileage rate as 65.5 cents per mile. This is 3 cents higher than the rate in use for the last 6 months of 2022.
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To celebrate 30 years, @Logos is giving away tons of prizes — including gift cards and an iPad! Enter to win. logos.com/grow/30-days-of-30…