iiinova — where your digital self keeps evolving

Ann Irons @taxann.bsky.social · 13/09/2025

I could do it, but I might run into cousins instead! 🤙🏻

Ann Irons @taxann.bsky.social · 25/07/2025

I create this in Financial Cents. Link to the questionnaire in Cognito (generic) is its own “task” in the prep “project”. Then each document gets its own client task. Automated reminder emails update as they check off (or you do) each task. Looking to automate the initial list w/Stanford Tax maybe.

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Ann Irons @taxann.bsky.social · 10/07/2025

This was me in November. Good luck!

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Reposted by Ann Irons

Sabrina the SALTy CPA @iragilligan.bsky.social · 14/05/2025

Is there room for neurodivergent minds in accounting? Coming soon: a community for neurodivergent accountants—a space where we can connect, share strategies, and support each other without masking or explaining. ovatacollective.com #adhd #taxbs #accounting #neurodiversity

people gathered around a computer eating pizza, Coming Soon, Stay Tuned

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Ann Irons @taxann.bsky.social · 14/05/2025

I’m so glad you’re doing this! Count me in!

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Reposted by Ann Irons

Brian Streig @cbriancpa.com · 22/04/2025

The HHS is cutting funds to help LGBTQ youth callers to the National Suicide Hotline. National organizations like @trevorproject.bsky.social will be filling this need. Please consider supporting them so these kids have a resource in their darkest days. give.thetrevorproject.org/give/682994/...

give.thetrevorproject.org

The Trevor Project

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Ann Irons @taxann.bsky.social · 11/04/2025

My staff laugh at me because I color code each status…sounds like we do the same thing but mine’s on the screen :)

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Ann Irons @taxann.bsky.social · 11/04/2025

Ugh good thing you caught this! We do a recap at the beg of March for entities and beg of April for 1040s. This gives us time to fix/file. We look at the client list vs pm status vs our e-filing system. We catch one or two this way every year. Humans=human error unfortunately.

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Ann Irons @taxann.bsky.social · 05/04/2025

We (firm-wide) have 69 not filed. Realistically there are about 20 to be completed and 30 to extend, the rest are already completed and waiting on signature forms. Not where I wanted to be but also lost one of my prep staff 3/13 so there’s that 😳. This is do-able, but only because we schedule.💪🏻🤓

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Ann Irons @taxann.bsky.social · 28/03/2025

Whyyyyyyy would you do this to us? Now I’m back in 2005 singing this with my kids. And itsy bitsy spider. And you are my sunshine. 🥹

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Ann Irons @taxann.bsky.social · 28/03/2025

My knowledge base is a victim of my geography. I have gaps related to community property and disaster provisions in the tax code, because I live in MA and we rarely deal with either. Luckily I have met great people through the bad app who are experts in these areas!

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Ann Irons @taxann.bsky.social · 20/03/2025

I have reached the point in tax season where “checking in” (somewhat irrationally) infuriates me esp since we provide a very easy way for clients to self-monitor this, so I reply with memes and laugh instead.

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Ann Irons @taxann.bsky.social · 10/03/2025

There was a popup this morning about this, I would go in their help site to see more info. Hadn’t happened to me yet but I’m expecting it…gotta love software updates.

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Ann Irons @taxann.bsky.social · 09/03/2025

I’ve reached the point in tax season where every email notification brings my *body anxiety. But also I have reached a point in my life/career where my *brain is like “idgaf, bring it!” So there’s that fun dichotomy 🙄🤷🏼‍♀️ #TaxBS

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Ann Irons @taxann.bsky.social · 24/02/2025

Ashley I hate giving random unsolicited advice but the number of times I have heard this kind of acceleration being caused by an undiagnosed UTI is alarming enough to be “that person”. I’m sorry you and your Auntie are going through this.

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Ann Irons @taxann.bsky.social · 20/02/2025

We are “Seasoned”. You know, like, many tax seasons, seasoned 😁🤓🤣

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Ann Irons @taxann.bsky.social · 20/02/2025

This was my first conversation like this with a complete stranger, and it was jarring. It also makes me even more committed to overtly stating publicly that we DO value each and every human and absolutely won’t work with people who don’t. BRB, time to update the signage, website and socials…

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Ann Irons @taxann.bsky.social · 20/02/2025

Yes I’m in a well-educated/fairly affluent town in a blue blue state. 😡

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Ann Irons @taxann.bsky.social · 20/02/2025

My heart is broken (for him) and I am fucking furious (at the world) that a prospect today felt he needed to confirm that his same-sex marriage wouldn’t be a problem for me if we were to work together. His body language very visibly relaxed at my answer. This is where we’re at, people. #TaxBS 🏳️‍🌈🏳️‍⚧️

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Ann Irons @taxann.bsky.social · 18/02/2025

I did this for everyone this year - added it as a task in their doc request complete with video instructions and explanation of how and why. I would say about 70% have followed through, the rest chose not to. So far…

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Ann Irons @taxann.bsky.social · 16/02/2025

A day late and a dollar short… -my kid away at school is finally not sick -got a hearing date for our divorce! -my brother needs childcare help for a couple of weeks so they want to fly me out to stay with them…halfway across the Pacific Ocean 🌸🌴🦈 🏝️ -taxes blah blah taxes lol

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Ann Irons @taxann.bsky.social · 16/02/2025

My hot date tonight…tall dark and handsome…but he barks and gets fancier haircuts than I do 🐩

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Ann Irons @taxann.bsky.social · 14/02/2025

Roses are red Violets are blue Schedule your damned tax work, Your clients and staff will thank you! @taxnotes.bsky.social #taxbs #taxvalentines

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Ann Irons @taxann.bsky.social · 12/02/2025

Or…hear me out…schedule them! And make it clear what is missing in a reminder email every 2 days that states they will be extended X number of days after their scheduled date if docs not complete. *ducks to avoid the stapler Brian just threw*

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Ann Irons @taxann.bsky.social · 12/02/2025

Did NOT have the college (7.5 hours north of Boston area, where we live) cancelling the shuttle bus we rely on to get my kid home and back on breaks, on my tax season bingo card. Because why not? 3/14-3/23 is perfect for a vacation in the Adirondacks.🤷🏼‍♀️😳😡 #taxbs

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Ann Irons @taxann.bsky.social · 11/02/2025

I found that billing up front and using clear language in the engagement letters helpful with the nonpayment issue.

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Ann Irons @taxann.bsky.social · 04/02/2025

I think you know the answer to that, Adam 😁

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Ann Irons @taxann.bsky.social · 04/02/2025

Nope, we will do a change order or up the price if there’s significant change. Admittedly I need to get better at doing this but it’s in the eng letter and doesn’t actually happen very often.

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Ann Irons @taxann.bsky.social · 03/02/2025

One more benefit of billing up front is getting all the fee complaints out of the way *before* the work is started. No surprise bills here! And no free work done/wasted time spent if they don’t like the fee and decide to leave. #TaxBS

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Ann Irons @taxann.bsky.social · 30/01/2025

Client: I didn’t get the three eng letters you promised back on 1/10. My proposal software: email was viewed by client 1/10, 1/13, 1/19 Me (to client): liar liar pants on fire!

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Ann Irons @taxann.bsky.social · 30/01/2025

It's a "client task" on my project mgt software that they need to check off, complete with videos on how to do this. As well as a question on the client questionnaire. I am not playing 😀

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Ann Irons @taxann.bsky.social · 30/01/2025

I went so far as to tell all my clients to get these. Worth a few min looking it up if forgotten to avoid two years of trying to get fraud straightened out.

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Ann Irons @taxann.bsky.social · 29/01/2025

Ok, my #taxtwitter #taxbs peeps, one of my FA contacts has a client looking for advice/filing re dual citizenship/moving to Canada from US. I *know* some of you are along the northern border in either country who can do a better job than I can on this. Anyone able to take this on? TIA!

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Reposted by Ann Irons

Brian Streig @cbriancpa.com · 24/01/2025

I wish we didn't need this support, but we do. Here are some great resources for the LGBTQ community.

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Ann Irons @taxann.bsky.social · 18/01/2025

I’m so sorry you’re in this space right now. I’ve been there too, it sucks. I hope it gets better for you.

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Ann Irons @taxann.bsky.social · 16/01/2025

Already feeling overwhelmed by tax season? Wondering how to make change in your firm’s workflow? Always wanted to learn more about scheduling tax prep work? Well, here’s your chance! Join Brenda and I tomorrow at 3 Eastern! #taxsky #taxbs @bsuecannon.bsky.social streamyard.com/watch/NCpC5K...

streamyard.com

Scheduling Tax Prep, Controlling Workflow and Getting Your Life Back

This course presents a systematic approach to tax practice management that transforms seasonal tax preparation into a scheduled, year-round process. Participants learn to implement a structured workfl...

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Ann Irons @taxann.bsky.social · 04/01/2025

Omg this is me except losing the keys. Because mine ALWAYS GO IN THE SAME PLACE. Or they would be gone www.facebook.com/share/r/15eG...

facebook.com

Redirecting...

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Ann Irons @taxann.bsky.social · 31/12/2024

Ikr? That’s what I charged…for a kid return…in 2018?

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Ann Irons @taxann.bsky.social · 30/12/2024

Found this gem in the book with a face, this is in a high cost of living town in a hcol state (Franklin MA). I have a couple of ideas who this CPA is but what? 🤡🤯🤦🏼‍♀️ #taxsky

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Ann Irons @taxann.bsky.social · 27/12/2024

Only big wins here this week, Mary! -soon-to-be ex closed on his house! -I got fin’l aid $25k reinstated for kid #3! -absolutely no Xmas drama even given the pending divorce! He spent time w/my family and it was nice! My MIL even sent me a sweet note that she misses me!

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Ann Irons @taxann.bsky.social · 25/12/2024

Nothing says Christmas Eve like catching up on A Quiet Place. While home alone 😱. I saw the first one, wasn’t even aware of the second, now there’s a third! Now everyone is home, begging me to leave it paused until they scurry away to hide in their rooms 🤡🙀

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Ann Irons @taxann.bsky.social · 20/12/2024

What shenanigans shall I instigate today? 🤓😇🤷🏼‍♀️

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Ann Irons @taxann.bsky.social · 17/12/2024

To be fair, today’s was stupid. I usually get at least most of them and completely struck out today. (That’s my baseline, if I can’t do something it must be stupid, right?😂)

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Ann Irons @taxann.bsky.social · 15/12/2024

It was! I CrossFit so I do have a minimal amount of lifting cred, but bc I am “mom” it counts for nothing 😂. Parents are automatically always the least knowledgeable people on the planet for any topic!

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Ann Irons @taxann.bsky.social · 15/12/2024

Approach it like “it’s great you want to lift but it can be dangerous so let’s learn proper form so you don’t have any setbacks” then depending on your kiddo’s personality, a personal trainer or a trusted gym program for kids/teens can help with the basics. My kid & I did personal training together.

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Ann Irons @taxann.bsky.social · 10/12/2024

There are so many things I could say rn that are as bad as or worse than raisins in a cc cookie, but I won’t cuz they are mostly really gross. But raisins are gross too!

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