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Hashtag
#taxsky
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Some preliminary numbers, as final projects wrap up, heading into 4/15 #TaxBS #TaxSky
30 PTEs done
67 1040s done
8 1040s on hold pending PTEs
6 PTEs on hold for open items
19 unwatached looms
8 wrap-up meetings
19 more hours worked (as of last week)
41 post-cut-off projects to start (not today!)
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The best tools are the ones you come back to. ᯓ🏃🏻♀️➡️
Do-io and Wage Wizard resurface when income shifts, questions pop up, or projections need another pass.
Useful when you need them. Ready when you return.
#TaxSky #TaxBS #FinTech #TaxTech
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I finally get back to the tax return i tried to work on at 8 this morning. Ready to focus on it now.
But first, I remind myself to set an alarm to remind me to leave at 4:20 to pick up son.
I start to set alarm. Notice it’s 4:06.
Fuuuuck.
#taxsky
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Took 2 hours off tax prep to take son to classes. Then got long-craved-for salmon sushi, even sitting down and eating in a relaxed manner. Then did two quick errands. And wrote out postcards with compliments and love to 5 friends. Now to go pick up the boy and back to the grindstone. #taxsky
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A large assortment of Cheryl's Cookies delivered today. My guess is that the box costs $100.
I love our client gift dropoffs and the busy season food provided by the firm but there's a reason that there's the term "Tax Season Twenty-five".
The Freshman Fifteen's got nothing on us.
#taxsky
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One-week plans let you test Do-io or Wage Wizard with real use first.
Run your scenarios, see how it fits your workflow, and if it’s doing the job, you can move into a one-year subscription from there.
Simple way to start.
#TaxSky #TaxBS #FinTech #TaxTech
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Sometimes after 10.5 hours of tax prep, you gotta just sit outside and think about nothing. Watch clouds and birds and throw the ball for the dog.
#taxsky
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Budget maven/mensch @bbkogan.bsky.social is the got to follow #TaxSky … stay tuned!
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Today’s tax prep snack of choice:
Cinnamon sugar Stacy pita chips
How about you #taxsky?
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Your hard-earned tax dollars paying for play … #TaxSky
Justice Dept. Struggles to Respond to Trump’s Suit Against I.R.S. www.nytimes.com/2026/03/31/u...
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Preparing taxes, you see/interact with clients once a year, generally. And because of this, you can see the mental decline. These two businesses and trusts are managed by two 80+ year olds. And the paperwork is becoming more chaotic.
#taxsky
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Ok tax pros, #taxsky!
Remember to stretch. It’s only Monday morning, but let’s start limber. It’s gonna be a long week.
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My $500 ViewSonic OLED travel monitor shocked me. Literally. Two weeks in, it popped and died. Found its replacement hiding in HP's commercial division. The Series 5 Pro 514pn. I break it down in my latest Substack Note. #TaxSky #JoshAndTaxes substack.com/@joshyoungbl...
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The FBI Director's personal Gmail got breached by Iranian hackers. Not FBI systems. His personal email. If his inbox isn't safe, neither is yours. Lock down your personal accounts, especially if they've ever touched client data. #TaxSky #Cybersecurity
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Not surprisingly, even the extremely modest attempt to tweak Alabama's Simplified Sellers Use Tax law has died for 2026 -> buff.ly/jYinfqO #taxtwitter #TaxSky #TaxBS #AlabamaTax
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Not surprisingly, even the extremely modest attempt to tweak Alabama's Simplified Sellers Use Tax law has died for 2026 -> buff.ly/jYinfqO #taxtwitter #TaxSky #TaxBS #AlabamaTax
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The 5th Circuit vacated the FTC's ban on TurboTax advertising as "free." Didn't touch the merits. The ad was deceptive, and everyone knows it. But Intuit gets a procedural off-ramp and zero accountability. #TaxSky Read more - substack.com/profile/6019...
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Planning rarely begins in a perfectly timed window.
It usually starts when something shifts and someone needs to see the numbers. Do-io and Wage Wizard are built to handle that without turning it into a full production.
Run it. See it. Decide from there.
#TaxSky #TaxBS #FinTech #TaxTech
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In between prepping million dollar trust tax returns, I made bread.
Celebrate the small things, #taxsky
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Do-io gets used by pros, clients, and vendors. 👥
Some use it for quick projections. Some for planning conversations. Some need it embedded where users already are.
Different paths, same need.
#TaxSky #TaxBS #FinTech #TaxTech
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Drink some water or tea or something healthy, #taxsky.
Stretch!
It’s only Monday, be good to your body.
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AI wil never come for job, no way can AI email a taxpayer " you had this form last year, can you send it to me this year " three times. #taxsky
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Renewals matter because they show how the tools are actually used.
Most users keep Do-io and Wage Wizard in their toolkit long term, renewing and coming back as situations change and new questions come up.
That kind of consistency matters.
#TaxSky #TaxBS #FinTech #TaxTech
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Many of the recent updates were shaped by real use and real conversations.
Watching how people work with the tools helps guide what gets added and what stays intentionally simple.
That feedback continues to drive how Do-io and Wage Wizard evolve. 💜
#TaxSky #TaxBS #FinTech #TaxTech
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You know that little thing on your computer you keep working around instead of fixing? It's going to take 10 minutes. You've already wasted more time than that avoiding it.
I've spent the last two weeks knocking out little irritations and it makes a huge difference. What's on your list? #TaxSky
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