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 🤜🤛
Hey, @Avalanche fans. First one of the year. Giving away 2 tickets for Friday the 18th game vs Anaheim. Club Lexus access and parking are included. It's all on O that night. Got to follow me and retweet to enter. I'll announce the winner at noon on the 17th. Good luck everyone
Here we go doing another raffle and given away 2 tixs and parking pass to tomorrows @Avalanche game Jan 14. Seats are great Club Lexus access too, so dinner is on me. Must follow me 👀, retweet and like this tweet to be entered and have a chance to win. #GoAvsGo Deadline midnight
Ok followers want to do something nice for you guys. Giving away two tixs to the @Avalanche vs Predators this Saturday Dec 17. As you can see the seats are pretty good 👀 Must follow me, retweet and like this tweet to be entered in my raffle and have a chance to win. #GoAvsGo
@laurenjbara@Avalanche Today at the grocery store, I noticed a Dad struggling to get his toddler son in his car. He pushed his cart to the rack and left a couple of specialty cheeses in the cart. I saw this play out and ran them to his car before he left. No beanie needed, just be cool Avs fans!
@adater In 25 years of being in Denver, “who’s the one that got away?” Whether by trade or free agency, salary cap, etc., who’s the one Av that if they stuck around could have helped bring a 3rd, or more, Cup(s) to Colorado?