The Internal Revenue Code provides several meaningful tools to ease the tax pain when a business fails. The problem is that many of these provisions require advance planning, timely action, or both. I...

I've been on a quest for the perfect portable monitor to sit under my 40-inch ultrawide. Not for travel. For a command center. Facebook Messenger on one side, Google Chat or Slack on the other,…

The 5th Circuit just vacated the FTC's order banning Intuit from advertising TurboTax as "free." The FTC found Intuit ran a deceptive ad campaign for years. The "free" product was only available to…

Accountants warn of the potential for costly mistakes using ChatGPT and other AI tools.

If you spend any time in tax professional Facebook groups, you’ve seen the posts.

If anyone had suggested that I might really be a girl, I don’t know how I would have responded.

For those of you of a certain vintage, Claude rhymes with Maude.

It’s March.

Cyber Vigilance in Times of Conflict: What Business Owners Need to Do Right Now With U.S. military strikes on Iran underway, CISA and the FBI have warned of heightened cyber threat activity targeting...

I worked from home off and on for years.

I have strong political opinions.

Want to listen to this instead of reading it?

When a new client comes to me with a tax problem, they usually start with a story.

Jessica, a self-employed consultant, was thrilled when she found a viral TikTok video promising a “little-known” tax trick. The video claimed she could get a huge refund by claiming a special Fuel Tax Credit and even writing off her family's beach vacat...

Staying Safe

I’m excited to welcome Aaron Dickerson, CPA, CVA, CFE, to Josh & Taxes.

What They Are and Why They Matter

The end of the year always feels a little strange for tax professionals.

Learn how to quickly create a practical, compliant WISP for your tax practice – without the fear, confusion or tech jargon.

Why Section 7216 Disclosures Matter

A Giving Tuesday guide for tax pros and the clients who trust us

Early last year, I wrote a full review of Ignition and how it transformed my proposals, onboarding, and billing.

I’m keeping my Black Friday and Cyber Monday shopping focused this year.

But That Doesn’t Mean You Should Do It

The Anti-Notification Device That Actually Helps You Work

But Here’s What It Actually Does

One of my favorite aspects of writing this Substack is when readers send me questions.

and Why I Loved It

EA, CPA, WTF — Enough Already

The TP-Link Problem

A Lifeline for Remote Work or Just an Expensive Backup

Now Fix What Broke You

The Courage to Be Seen

or E-ink

44 Truths at 44

The Fortune-Paladino Case and the Taxation of Settlements

and a Price Hike

Here’s Why I Love My American Express Platinum Card

All Spend, No Shutdowns

Plus a Quick Snippet on the Best Tech

If you’ve been around seasoned tax educators, you’ve probably heard them quote Judge Learned Hand.

Today Josh & Taxes crossed the 1,000 subscriber mark — and I couldn’t be more grateful.

The Truth About Mortgage Comfort Letters

The Underrated Skill That Keeps You in the Game

Privacy, Streaming, and a Little Bit of Stubborn Freedom