CM

Tax man who loves to wax the quackers

[CM @xenon16]

@ThatEricAlper After cutting pennies from circulation, we need a new jingle for dimes to pass on to our kids

[CM @xenon16]

@tkldpink @w_terrence & Letterman, Carson, Arsenio, Conan. All better than the folks we’ve seen in the last 10+ years

[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 🤜🤛

[CM @xenon16]

@tryjasononline 1040

[Not Today Eric @NotTodayEric]

You don’t scare me I used to have to call and ask a girl’s parents if she was there.

[Baton Rouge Boot Krewe Media @BatonRougeBKM]

Chills

[CM @xenon16]

@JTPellsCPA I wouldn't put it past em. If you've ever worked at a restaurant, there are plenty.

[CM @xenon16]

@solo_han42 We should strike

[CM @xenon16]

@lisarunsonfaith @AICPA A June 15th deadline would make a lot of sense from several angles

[CM @xenon16]

@DailyTaxMemes

[CM @xenon16]

If you are a vendor trying to sell toaccountants, and you contact me (or drop by to see if I have a free minute) during the final week of tax season, you are going on the perma-ban list! #TaxTwitter

[CM @xenon16]

@Grilled_bananaz @CPATaxTeam “Pay with the extension”

[CM @xenon16]

@CPATaxTeam We are planning to file an extension for you, can we review some of the numbers?
“I can have everything to you no later than end of day April 12th”

[CM @xenon16]

@snowlikejonn Can’t beat it fresh on tap from a local bar that goes through a lot of it

[CM @xenon16]

@peterreillycpa “he Roths some of his 401(k) as a sort of tax diversification.”
I think it’s satisfying. You are hedging due to the uncertainty. When you factor the rising RMD age requirements, tax rates, and whether social security will even be there, it is good to have the option between them

[CM @xenon16]

@ArthurJSpring Intuit probably owns it

[CM @xenon16]

@bitbud8 @Mathieu_Era Plenty of honest people run, the citizens just don’t elect them

[CM @xenon16]

@FOX8NOLA I enjoy Kendrick’s music, but it was a terrible and boring “show”

[CM @xenon16]

VDay 2025