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 🤜🤛
Honoring an incredible Teacher last night. @HopewellPride@lakotaeastbands Mrs Fuqua we will miss you. Thank you for all the passion and joy of music you have instilled in my kids.
When you hold onto a secret for over two months as a Christmas surprise for the kids. @SNCmusic thank you for the awesome, incredible, fantastic show. Happy Holidays to you and your families.
We often talk about positive self talk. When you say “I can’t”, you won’t. The incredible thing is the folks who lead by example and influence others in positive thinking without realizing they’re doing it. #gratitude
It is @EAST_HAWKS Homecoming Week and our teachers are joining in and showing their Thunderhawk spirit!! Let’s take care of business while also having great enthusiasm and school spirit-that’s what #theEASTway needs to be!