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Diana Halenz, CPA, CFP®️

@tailwindcpa.com
277 followers 175 following 92 posts

Tax planner, diver, runner, afghan maker. Team pancake.

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 29/08/2025
Good morning to everyone except the FA who has our shared client all wound up about establishing a captive insurance for their highly profitable business with run-of-the-mill risks. #taxsky
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 16/07/2025
Who out there can take a lovely family for 2025 for filing in the US and Canada, and a lingering 2024 issue? @bkhpc.ca @isabelgoldberg.bsky.social #taxsky #taxbs
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 16/04/2025
More than half of my new clients this year had $0 extensions filed for them by the prior firm. It…wasn’t helpful. #taxbs
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 02/04/2025
I nabbed the last skein of The Starry Night from @yarnbaby.bsky.social. Chartreuse makes a killer combination. The pictures truly don’t do the yarn justice. #indydyers #knitting
A skein of purple, blue, green with splashes of chartreuse, paired with a mini skein of chartreuse yarn.
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 03/03/2025
I spoke to an IRS agent this morning who said that he’s returning to the office next Monday but there aren’t enough workstations for everybody who is returning to the office. Get your calls and issues resolved this week because next week will be more difficult to get through. #taxsky
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 22/02/2025
Happy #caturday 😛
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 30/01/2025
Oh hey check out @seattletax.bsky.social on the aicpa town hall today!
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 22/01/2025
This little girl has got some hustle!
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 17/12/2024
My inbox is instilling a sense of panic in me. Why is everyone wanting something today?
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Reposted by Diana Halenz, CPA, CFP®️
Tyler Olson, EA @olsonplanner.bsky.social · 07/12/2024
If you think physicians are overpaid, maybe you should take the necessary course work in undergrad, take and pass the MCAT, apply for med schools, pay hundreds of thousands for tuition, learn for 4 years in a very high pressure learning environment, then pay thousands more to apply for a training…
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 06/12/2024
I just verified myself with my domain name and I’m inordinately proud of myself.
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 29/11/2024
I’m here for tax talk but @bodegacats.bsky.social is my favorite account on here.
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 24/11/2024
Client just sent over irs correspondence asking for paycheck stubs and a letter from the employer on letterhead stating dates of employment. TP is a salaried nurse and spouse is a self employed (1099) RE Agent. This seems unusual. Any insight? #taxtwitter #taxsky
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 17/11/2024
@taxann.bsky.social Ann, you made it to Bluesky!
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 17/11/2024
It’s a cornflakes for dinner kind of day.
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 15/11/2024
I can remember when Government tried to use the tax code to encourage behavior that it deemed desirable. I’m reading about an Ohio proposal that will let workers deduct overtime pay from their state taxes. I have spent way too much time noodling over what the goal is here. Ideas?
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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 14/11/2024
I finally got my CAF linked to authorizations in my tax pro account. I was shocked to find a company that I have never heard of and I was listed as an attorney. I withdrew of course but wow, IRS!
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