iiinova — where your digital self keeps evolving

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

Thank you! They want someone who can handle both.

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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 · 24/05/2025

This is true! 4 of my most recent 5 new clients have come from financial planners.

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 29/04/2025

This whole thread is fascinating. I grew up in Southeast Asia but know very little about Japan. Everything from the employer-employee relationship to how housing works is mind blowing.

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 24/04/2025

Thank you Beth! I didn’t realize that matching contributions could be Roth!

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 24/04/2025

Your free newsletters are so valuable to me that I just subscribed! Thank you for sharing your expertise so generously.

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 23/04/2025

…and then treat your employees the way you wish you had been treated.

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 22/04/2025

I love it. I have had my eye on Caramel Apple after dark already!

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 22/04/2025

Shannon, what would you recommend pairing this with for heels/toes for a special gift ?

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 17/04/2025

That’s true! However if I haven’t heard from a prior year client by 4/10 and I don’t have a signed engagement letter, I figure they aren’t my client and I don’t file an extension for them.

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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 · 11/04/2025

They can log in to their tax account and set up a pre-assessment installment plan.

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 11/04/2025

Yeah i just don’t like paying a premium for a package and then more for the bits of software that doesn’t suck!

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 11/04/2025

I had that epiphany today as well! I moved to one of them a couple of years ago. It’s too soon to ask clients to move again so I’m gritting my teeth and hanging in!

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 05/04/2025

Are you serious about this? Because I have been considering the same.

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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 · 31/03/2025

Yes, I’m out near Springfield. I think you would really like in person if you can make it happen though!

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 31/03/2025

I did Danko but Boston was sold out so I did online. Really enjoyed it!

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 08/03/2025

It’s amazing that you knew to suspect that was the problem! It wouldn’t have occurred to anyone who doesn’t have a substantial expat client base.

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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 · 19/02/2025

Does that mean that everyone else goes on extension?

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 18/02/2025

This is comforting tho. I have NO CLUE what I did with any given client seven weeks ago. I thought it was just me.

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 17/02/2025

And my son in law who is an orthopedic surgery resident at a top school, who wanted to do research. We as a society are paying such a high price for this idiocy.

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Diana Halenz, CPA, CFP®️ @tailwindcpa.com · 07/02/2025

Also very tall girls look emaciated at that weight!

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