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€
July 4th giveaway!
75 unique JP art rares - 1 winner
To join;
Like
Retweet and follow
Winner will be drawn on 7/4 at 10pm est.
US Shipping only.
Good luck!!