A place for tax pros and business owners to share knowledge, ask questions, and learn from each other.
If you are still looking at tax planning through a last-year lens, you are already behind. The rollout of the One Big Beautiful Bill Act (OBBBA) completely altered the wealth-building landscape. Now that we are officially past the July 4th…
Pros and Cons of Dynatax AI
From Zero to 2,000+ Clients: How I Landed My First 50 Tax Clients Without Ads! Back in 2019, I quit my secure corporate audit job to start my own CPA firm part-time. I had zero clients and zero marketing budget. In this video, I share the…
Back in 2019, I was stuck in a soul-crushing routine as an Internal Auditor. Even though I’d been preparing taxes for my family and their businesses since 2012, the thought of starting my own firm never crossed my mind. Until a chance enco…
Let’s be honest: when most people picture a tax practice, they picture a very specific aesthetic. You’re probably imagining a dark, wood-paneled office, filing cabinets lining the walls, a faint hum from a massive photocopier, and a giant…
