Tax Organizers Suck

What sucks more than tax organizers? Nothing! Today, we're wading deep into the weeds to talk about the toils and troubles of working with tax organizers with Jason Staats, Principal at Brenner LLP, founder of the Realize community for accountants, and advisors, and host/creator of the YouTube channel, Jason_CPA ...

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Show Notes

... We're also covering assorted listener mail around our Tether talk from Episode 263, why it may be wise to avoid that Prometric remote testing, and how bosses can also be less than honest when it comes to timesheets. We've got app news, fintech news, and so much more. Enjoy! 

03:35 - You know that portal you are sending clients to...
 
07:39 – The logic of Typeform
 
12:56 – Saying goodbye to TurboTax 
 
16:44 - USDC audited     
 
18:13 - Tether's New Accounting Firm Is the Old One, With Baggage
 
19:16 – The Case of the Missing Billable Hours 
 
21:30 - Avoid Prometric Remote Tests! 
 
23:13 - NFL star's massive tax bill highlights problems with BTC salaries
 
26:15 - IRS kicks off challenging tax season
 
27:22 - IRS Child Tax Credit letters may have wrong information
 
29:05 - AICPA notes IRS announcement on notices, asks Service to do more - Journal of Accountancy
 
31:47 - Announcing Plaid Portal: An ongoing commitment to data privacy
 
Plaid Debuts Data Privacy Tool Plaid Portal
 
35:52 - The IRS is reportedly looking for ID.me alternatives amid privacy concerns
 
38:43 - PPP and IRS Disappointment
 
40:20 - Here’s where billions in PPP cash meant for workers actually ended up going
 
46:35 - Apple (AAPL) to Let iPhones Accept Credit Cards in Threat to Square – Bloomberg
 
Apple Makes New Moves to Turn iPhones into Payment Terminals
 
48:59 - Expensify Releases First-Ever Corporate Card for CPAs and Accounting Firms
 
55:29 - Walmart’s FinTech Hazel Acquires Even and One to Build Finance Super App
 
Walmart-Backed Fintech Startup Is Acquiring Two Firms and a New Name
 
55:54 - QuickBooks Launches 2 New SMB Tools
 
57:09 - Play Wordle in Google Sheets | Zapier     


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Tax Organizers Suck
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