We need more people in the tax profession. But "more people" and "more qualified people" are not the same thing. I wrote about the service bureau model, what's broken, and what should change. open.substack.com/pub/joshandt...
Great article by @benappel.bsky.social www.theatlantic.com/ideas/2026/0...
Claude rhymes with Maude. Both showed up and dared you to keep up. AI is the biggest shift in tax practice since e-file, and the question is whether you are ready. New on Josh & Taxes: And Here Comes Claude. open.substack.com/pub/joshandt...
Thank you!
The secrecy around pricing in this profession isn't protecting you. It's costing you. New practitioners undercharge because they have no benchmarks, and experienced practitioners hesitate to raise rates because they lack context. open.substack.com/pub/joshandt...
I've worked from home. I've had six different offices. I work with clients entirely remotely and wouldn't change that for the world. Here's what I've figured out: where you work matters, but the answer isn't the same for everyone. open.substack.com/pub/joshandt...
Your client has a newborn. There's a $1,000 government contribution sitting on the table. Are you going to tell them about it, or are you going to let your feelings about the name on the account make that decision for them? open.substack.com/pub/joshandt...
A Tax Court judge just compared a lawyer's brief to something "cooked up by AI." Three fabricated case citations. A collapsed soufflé metaphor. A DOGE defense. And a one-word warning from Judge Holmes: "Yet." I break down Clinco v. Commissioner. open.substack.com/pub/joshandt...
Transcripts cost nothing but time. They save enormous amounts of it later. If you do tax representation work, they're not optional. They're foundational open.substack.com/pub/joshandt...
Every tax season, well-intentioned taxpayers get lured by false tax advice on social media, only to end up in trouble. As tax professionals, you will encounter clients who need you to untangle the mess.
Check out @joshyoungblood.bsky.social's article!
https://bit.ly/4sOlphj
#tiktok #taxhacks #tax
“Big Brother is watching you.” —1984
TikTok’s new privacy policy exposes mental health, GPS, & immigration data to U.S. agencies—with fewer safeguards.
Here’s how to opt out, protect yourself, and take back your privacy.
open.substack.com/pub/joshandt...
New guest piece on Josh & Taxes
Aaron Dickerson breaks down why he ditched the MSP model and rebuilt his firm’s tech stack to actually comply with the FTC Safeguards Rule.
Practical, candid, and a must-read for firm owners. open.substack.com/pub/joshandt...
Passkeys are the future of logging in, and that future is already here. Apple, Google, Microsoft, Amazon, GitHub, and a growing list of sites already support them. open.substack.com/pub/joshandt...
Translating tax law into something clients actually understand is half the battle. Google’s latest NotebookLM updates can turn research, memos, and spreadsheets into slide decks and infographics in minutes. I wrote about how tax professionals can use this for client education and internal training.
As the year winds down, I’ve been thinking less about resolutions and more about intentionality.
I shared 10 things I’m doing heading into the new year to protect my energy, my practice, and my sanity, without treating tax season like a monster to survive. #TaxSky open.substack.com/pub/joshandt...
🔐 Ready to demystify data security for your tax practice? Join me for #NATP Creating Your Firm’s WISP with Confidence, an on-demand workshop designed to help tax pros build a practical and compliant Written Information Security Plan (WISP). Real-world guidance and 4 CE/CPE.👇 #WISP #TaxSky
IRC §7216 isn’t just a technical rule.
It has criminal penalties. Sharing tax returns with other professionals, lenders, or through outside systems can trigger disclosure requirements many firms overlook. #TaxSky #EA #CPA #Taxes
Giving Tuesday tip for tax pros: teach clients how to vet a charity before they give. I break it down in my new post: verifying 501(c)(3)s, spotting red flags, and reading Form 990s. #TaxSky #EA #CPA open.substack.com/pub/joshandt...
Updated @ignitionapp.bsky.social review. What’s new, what still works, and how it fits into my workflows. Black Friday – Cyber Monday offer included. #TaxSky
Happy Thanksgiving everyone! I want to take a moment to thank all of you who have subscribed and shared my posts, I really appreciate it. What started off as an experiment to do something fun has turned into more than I ever imagined. Enjoy your day! #TaxSky #EA #CPA #cybersecurity #JoshAndTaxes
I kept my Black Friday and Cyber Monday list simple this year and shared what I’m actually buying and why. If you’re sorting through deals or trying to decide on tech or gear, feel free to join the subscriber chat and ask anything. open.substack.com/pub/joshandt... #TaxSky
I wrote about the pressure to always be “on,” the blur between work and life, and what I’m learning about rest, guilt, and remote work. If you have ever struggled to step away from your business, this one is for you. #TaxSky #EA #CPA open.substack.com/pub/joshandt...
TRMNL might be the first device I’ve used that actually respects your attention. Excited to be joined by @emdeeem.bsky.social and his thoughts on it.
Quiet tech is underrated. open.substack.com/pub/joshandt... #TaxSky
Apple just added digital passports to Wallet.
No, you can’t use it for international travel yet.
Yes, Android folks, we know you had it first.
Still a win for TSA, hotels, and ID checks. Took me 5 minutes to set up. Huge fan of carrying less stuff. ✈️
open.substack.com/pub/joshandt... #TaxSky
New AskJosh: “Is Grammarly safe to use?” 🤔
After acquiring Superhuman + Coda, Grammarly is now Superhuman Platform Inc. and your data may touch more systems than you realize. (I am a user of Grammarly and Superhuman) joshandtaxes.com/p/ask-josh-i... #TaxSky #cybersecurity #EA #CPA
If you work with real estate clients, the CRETS certification is a game changer. I took it when Natalie first launched it. The fall session starts today, don’t miss it. open.substack.com/pub/joshandt... #TaxSky #EA #CPA
