@FortWayneCPA Itβs rich they indicted Comey on making false statements when Trump does the same to the whole of the American publicβ¦.but thatβs ok.
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:
β’ The ways firms do (or don't) do it
β’ The leading tech to enable it
β’ Whether AI can automate it
β’ 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 π€π€
@DailyTaxMemes We started this last year and it does exactly what you said. And the conversion rate to an ongoing relationship is exceptionally high. Even those that just want questions answered are good connections and very astute.
@FortWayneCPA Too much ego. Iβve always made more $ than my husband. He spent 4 years in education after college - then went into the fire service. Has been a Fire Captain for many years. I could never run into burning buildings!
@LoganGrafTax@LoganGrafTax my attorney informed me I did not have a reporting requirement - but it just really pissed me off - especially since I found out they actually got the loan after we informed the mortgage company. Have you gotten any response from either party?