Tax Organizers Suck episode artwork

EPISODE · Feb 3, 2022 · 1H 9M

Tax Organizers Suck

from The Accounting Podcast · host Blake Oliver & David Leary

SponsorsRelay: https://cloudaccountingpodcast.promo/relaySynder: https://cloudaccountingpodcast.promo/syndera2X: https://cloudaccountingpodcast.promo/A2XNeed CPE? Subscribe to the Earmark Accounting Podcast: https://podcast.earmarkcpe.comGet CPE for listening to podcasts with Earmark CPE: https://earmarkcpeShow 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...https://twitter.com/davidleary/status/1486426809054887939?s=12 07:39 – The logic of Typeform 12:56 – Saying goodbye to TurboTax  16:44 - USDC audited     https://twitter.com/jacobbschroeder/status/1487470168246784009?s=12 18:13 - Tether's New Accounting Firm Is the Old One, With Baggagehttps://www.coindesk.com/markets/2022/01/26/tethers-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 salarieshttps://cointelegraph.com/news/nfl-star-s-massive-tax-bill-highlights-problems-with-btc-salaries/amp 26:15 - IRS kicks off challenging tax seasonhttps://www.accountingtoday.com/news/irs-kicks-off-challenging-tax-season 27:22 - IRS Child Tax Credit letters may have wrong informationhttps://www.accountingtoday.com/news/irs-child-tax-credit-letters-may-have-wrong-information 29:05 - AICPA notes IRS announcement on notices, asks Service to do more - Journal of Accountancyhttps://www.journalofaccountancy.com/news/2022/jan/aicpa-notes-irs-announcement-on-notices-asks-more.html 31:47 - Announcing Plaid Portal: An ongoing commitment to data privacyhttps://plaid.com/blog/data-privacy-week-2022/ Plaid Debuts Data Privacy Tool Plaid Portalhttps://www.pymnts.com/digital-payments/2022/plaid-debuts-data-privacy-tool-plaid-portal/ 35:52 - The IRS is reportedly looking for ID.me alternatives amid privacy concernshttps://www.theverge.com/2022/1/29/22907853/irs-idme-facial-recognition-alternatives-privacy-concerns 38:43 - PPP and IRS Disappointmenthttps://www.nber.org/papers/w29669 40:20 - Here’s where billions in PPP cash meant for workers actually ended up goinghttps://www.dallasnews.com/business/banking/2022/01/21/heres-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 – Bloomberghttps://www.bloomberg.com/news/articles/2022-01-27/apple-to-let-iphones-accept-credit-cards-without-extra-hardware Apple Makes New Moves to Turn iPhones into Payment Terminalshttps://www.pymnts.com/apple/2022/apple-iphones-will-soon-serve-as-payment-terminals-in-jolt-to-square/ 48:59 - Expensify Releases First-Ever Corporate Card for CPAs and Accounting Firmshttps://www.businesswire.com/news/home/20220124005167/en/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 Apphttps://www.pymnts.com/acquisitions/2022/walmarts-fintech-hazel-acquires-even-and-one-to-build-finance-super-app Walmart-Backed Fintech Startup Is Acquiring Two Firms and a New Namehttps://www.wsj.com/articles/walmart-backed-fintech-startup-is-acquiring-two-firms-and-a-new-name-11643199601 55:54 - QuickBooks Launches 2 New SMB Toolshttps://www.pymnts.com/smbs/2022/quickbooks-launches-2-new-smb-tools/ 57:09 - Play Wordle in Google Sheets | Zapier     https://zapier.com/blog/wordle-in-google-sheets/Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040Need Accountin...

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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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Tax Organizers Suck

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This episode was published on February 3, 2022.

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