Jessica Smith, Enrolled Agent @Taxsavvyjessica
America's #TaxDome Sweetheart I Co-Founder of Workflows for Tax Pros I Founder of The 100K EA @the100kea I Co-Founder of @taxreview2DW workflowsfortaxpros.com/taxdome Joined December 2013-
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3 things tax pros should do when they’re at the end of their rope: 1. Anything 2. You 3. Want Your clients can wait. It’s time to prioritize yourself.
Post Tax Season Roundtable date announced! 🥳 Registration is available now! 👏🏻👏🏻👏🏻
Post Tax Season Roundtable date announced! 🥳 Registration is available now! 👏🏻👏🏻👏🏻
Hey #taxtwitter! What are some reasons you’re seeing potential new clients say they decided to find a new accountant?
Someone jump on these “thousands” of EA without work. Also, I dropped my favorite line…seriously, fucking Google me! 🤣
What is a polite way to tell a firm trying to recruit me that I’m out of their budget?
This ain’t bad #napa
Content creators who think because they filmed a video about something immediately makes it’s a write-off are the WORST! tiktok.com/t/ZTL52aStt/
“AI will replace accountants!” Meanwhile…
I started Testosterone shots in September last year after my bloodwork indicated no measurable level of T was in my system. Fun! My levels now…231, 3x average for a woman of my age. I’m no longer depressed or have anxiety. I have more patience and confidence. 🧐
Are my #taxtwitter friends interested in joining me? I have ideas to share! 👇🏻👇🏻👇🏻
Are my #taxtwitter friends interested in joining me? I have ideas to share! 👇🏻👇🏻👇🏻
I’m with Josh! 👏🏻👏🏻👏🏻 My team and I work no more than 30 hours/week year round. Revenue is up from last year. I stopped taking antidepressants. I have 3 actual vacations this year.
I’m with Josh! 👏🏻👏🏻👏🏻 My team and I work no more than 30 hours/week year round. Revenue is up from last year. I stopped taking antidepressants. I have 3 actual vacations this year.
I can’t think of a better way to start off 4/15 than with a pancake breakfast enjoyed with the Batman theme song from 1960 playing in the background.
The more I inform clients they owe and their reply is “I’m shocked that I owe…” then they proceed to share all the reasons they believe they shouldn’t owe, none of it is supported by math, the more I like the idea of requiring a year-end projection meeting for all clients.
Flights booked! Convinced the introverted extrovert hubby to join! He hasn’t seen me in “conference mode”…now I’m wishing I paid for a higher sponsorship level so I have a panel opportunity…🧐
Flights booked! Convinced the introverted extrovert hubby to join! He hasn’t seen me in “conference mode”…now I’m wishing I paid for a higher sponsorship level so I have a panel opportunity…🧐
Say what you want about my policy on unscheduled calls but that policy spared me from a verbal ass chewing from clients who fail to plan and want to tell me it’s all my fault. 🤣 Instead I just got several scathing emails and chat messages.
If I could have a super power it would be the ability to control the IRS for the purpose of auditing my enemies.
3 things tax pros must do over the weekend 1. Sleep in an extra hour or two if you’re an overachiever 2. Have a picnic lunch with a loved one or friend for at least one hour in the sunshine (get that vitamin D!) 3. Eat at a restaurant but order dessert only
I just got a status update request from a client who ended the email with “thank you for your time and energy”. Why did this make me feel so seen?!
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Shout out to @PurelyNumbers for suggesting to microwave your sweet potato for a tiny bit before trying to cut it in order to soften it. I had a second sweet potato and it was destined for resentful glances and big sighs before I knew this.
I appreciate everyone's feedback! As much as I want it to be, the community can't be everything to everyone, but I have a great idea of what people want.
I've been teasing this forever but I'm going to launch a community this year for new firm owners/accountants that want to start their own firm. Now that busy season is over, it's time to brainstorm ideas to provide value to members! One of my ideas is to have experienced firm…
Trying to spend 30 minutes a day with Power Automate to improve my skills and THIS will be my 30 minutes for today. I love how @ShanesCows explains things so nicely.
Learn how to use the SharePoint API with Power Automate to do all of those things there aren't built in actions for: 🐮 Create Site 🐮 Create List 🐮 Create Column 🐮 Add to View Along the way we talk about how to understand the API better, how to get assist from ChatGPT, and…
@Taxsavvyjessica is there something wrong with your page? it won't load for me - says it redirected too many times. Tried in chrome, edge,
@Taxsavvyjessica There isn't anything like a "send to this email to add a task to taxdome" or a drop folder that can add a task to taxdome? and, more specifically, is that what Workflow for professionals is going to teach me? how to better use TaxDome, like.. here's a way to do this?
@Taxsavvyjessica - i have a question about your TaxDome fanclub. I use Outlook email. I like Outlook email. Does your TaxDome group address how i can easily create a task in TaxDome from an email without being in TaxDome? or is that just not possible?
For the love of all things holy, please do not include your age when you are replying to a job post.
So, I just learned (again) that cortisol (a hormone related with waking and sleeping aaaaaand stress) helps regulate blood sugar and metabolism. And that TOO HIGH of cortisol leads to a red, round face; weight gain; loss of sex drive; high blood pressure; hair loss; and stunted…
@MikeSyl36625988 Most people have never been through a 3-year audit, and it shows.
@Tilmon_Brown @alexforbes__ Somehow in 42 years as a CPA and 19 as a tax professor I missed this little trick. Mostly because it is not legal.
@Tilmon_Brown @alexforbes__ You could have stopped after the first sentence. All the rest: putting her on payroll, leasing the car for the cost of the loan pmt - you’ve already committed tax fraud why triple it up like that?
There's a lesson here for the tax and accounting pipeline. Some of the best #taxpros and bookkeepers I know have no letters after their names.
when I announced William & Mary hired me, everyone had so much more respect for me. I was invited to do all kinds of talks & events—seen as important & impressive. but I was all this before. institutional prestige really says so little about the kind of person & scholar you are.
Not filing bc they owe is one of the worst tax mistakes people make. File on time. Pay what you can, as you can. The IRS has options and they will never say no to you making a payment on a balance due.
Learn all about the Form 1040 failure to file penalty in this week's edition of the Tom Talks Taxes newsletter... tomtalkstaxes.com/p/an-overview-…
@MikeSyl36625988 We take our dog out back and hose her down with her dog soap. So maybe $10?
@Taxsavvyjessica @mountainwesttax Ohh yes and alot more. Literally turned into a Federal Informant to avoid prosecution, officially still is & wrote a check to IRS for 139M due to the tax envasion 🤦🏽♀️
@mountainwesttax How do people, especially non-tax people, come up with these types of things
@mountainwesttax Maybe she should reach out to Robert F Smith & ask him how did that type of strategy go 🤦🏽♀️