JC

VC/PE Admin & Accounting

[JC @jctxcpa]

@FreddyLA7 You are welcome back anytime

[JC @jctxcpa]

@NWischoff Way to go! That’s beautiful

[JC @jctxcpa]

@LandryLocker Vrabel is not a first time HC though. Demec is.

[JC @jctxcpa]

@GKMNC1066 @BostonConnr You thought wrong

[JC @jctxcpa]

I received Form CP566 requesting the client’s identification. Was I supposed to mail the passport along with the application and tax return? I was under the impression that one of the main benefits of being a CAA is avoiding the need to send original docs

[JC @jctxcpa]

@LoganGrafTax If you don’t, I will!

[JC @jctxcpa]

@MartinGTobias take a partial distribution, if needed. otherwise recycle

[JC @jctxcpa]

@LoganGrafTax Heck yeah Logan! Excited to see the progress.

[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 🤜🤛

[JC @jctxcpa]

@tryjasononline 1040

[Brandon Butch @BrandonButch]

Apple released its first “Haptic Trailer” for #F1TheMovie

You can literally feel the F1 engines, the gear shifts, everything. It is SO COOL! 🤯

[JC @jctxcpa]

@FreightAlley Except not the cool kids sit at the front!

[JC @jctxcpa]

@FortWayneCPA Following you on Peloton now! Hope we can ride a class together one of these days. I mostly ride in the mornings CST.

[Nichole Wischoff @NWischoff]

First episode of @FirstMoneyInVC just dropped!

Hear from @leifthunder co-founder and co-CEO @ https://t.co/vypLTCxBQO about:

- Pitching almost 100 VCs for his first company
- Experiencing crazy tailwinds for https://t.co/vypLTCxBQO with Covid and Gamestop
- Raising $300M in just a few short years
- His hot take on the future of consumer fintech

[JC @jctxcpa]

@GuyDealership My take is that the traditional dealership model bottlenecks more car sales.

[JC @jctxcpa]

@TaxLeverage How does one look at actual law/cases? Is there a database with this info?

[JC @jctxcpa]

@rpallarino_ @MikeSyl36625988 Go through summary videos, take practice exams and sims.

[JC @jctxcpa]

@NWischoff Your team at CFS would love to order two! Can Zelle, Venmo, or cash app.

[JC @jctxcpa]

@MikeSyl36625988 Get Apple TV. So many good shows!