Paul Messner

Messner & Hadley, LLP, located in Victorville, CA, is a full-service, tax preparation, CPA firm focusing on business and personal income tax.

[Paul Messner @Messnercpa]

@mitchelllong43 @CPATaxTeam @Greg_OBrien @patrickdichter @jasononfirms How much are they quoting per return?

[Paul Messner @Messnercpa]

@cordes_tax Lacerte for over 30 years. Not happy with how it’s gone downhill but my Lord, the thought of changing….

[Paul Messner @Messnercpa]

@kwilson020 Maybe a dumb question but how are practitioners identifying which clients in their database actually paid penalties

[Paul Messner @Messnercpa]

@DianeGilabert 😒

[Paul Messner @Messnercpa]

@taxpreptech @fintaxdude True that! I’ve never seen it this bad

[Paul Messner @Messnercpa]

@adammarkowitzEA Not a slow start as far as work coming in but lots of returns on hold waiting for forms

[Paul Messner @Messnercpa]

@cordes_tax Great post brother

[Paul Messner @Messnercpa]

@loganallec 1993 here…sheesh!

[Paul Messner @Messnercpa]

@cordes_tax Back at ya

[Paul Messner @Messnercpa]

@Taxguy33962 @tryjasononline First person to try it out please post your results. Very interested ourselves

[Paul Messner @Messnercpa]

@nobletaxhelp @tryjasononline Chris have you tried it yet? we’re excited too but we haven’t tried it yet. @Rightworks_ is telling us we can’t access Juno without upgrading our subscription plan with them. We don’t want to upgrade our subscription plan for Juno without trying it first

[Paul Messner @Messnercpa]

@tryjasononline I tried it today and built an agent to convert source documents to an excel spreadsheet

[Paul Messner @Messnercpa]

@uptonaccounting We are going to try using their Agent Andrew for some tax return reviews

[Jason Staats⚡ @jasononfirms]

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 🤜🤛

[Paul Messner @Messnercpa]

@tryjasononline 1040

[Paul Messner @Messnercpa]

@MichiganMattCPA Yes I agree. We have a tax only practice. It’s not for everyone but we love it.

[Paul Messner @Messnercpa]

@DianeGilabert I love Steele Canyon, but the Vineyard course is tough!

[Paul Messner @Messnercpa]

@cordes_tax Yes brother

[Paul Messner @Messnercpa]

@LearnLikeaCPA 366

[Paul Messner @Messnercpa]

@LearnLikeaCPA 365