Ping Assistant logo courtesy of Ping It's not too often that I find a self-proclaimed AI tool for accountants that I am fond of. It's nothing personal against the software companies or the technology. Artificial intelligence has been around for a while in the tax world, Gruntworx anybody? But since ChatGPT, whom I infectiously refer to as Chat Daddy, has hit the scene, it has put a bad taste in my mouth. AI has become a crutch for people who use it as a final answer rather th

Part I of Form 2848 O ne thing that I have learned in life and in my journey as an Enrolled Agent is that you don't know what you don't know. Learning the ropes of representing taxpayers can take time. Even when it comes to filling out Form 2848, Power of Attorney and Declaration , which is the very first step in representing a taxpayer. After the engagement letter gets signed, and you're paid, of course. Sometimes we mess up that very first step. Yes, even me. When I was sta

One of the questions I am asked most often by new tax professionals is, "What's next?". Whether you are new to the tax industry or seasoned, having a written-out workflow is pertinent to your success. It allows you to be more efficient. But your workflow doesn't begin after the client has retained you. It begins as soon as your marketing funnel leads them to book a call with your tax preparation business. You do not have to work with everyone who reaches out about working wit

Form 2848, Power of Attorney and Declaration of Representative Form 2848, Power of Attorney and Declaration of Representative, is what...