Things have changed drastically since my first busy season in 2011 at a CPA firm. I worked at a firm that had gone international, and they had a lot more resources than I had when I first started my firm. In my first busy season, my tech stack wasn't too complex. Technology has changed a lot within the past decade, and so have the tools that I now utilize. It has made the barriers to entry to starting a streamlined Enrolled Agent firm lower. That's why I want to share what I

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