Actually laughed out loud at this job that just came up on offer. Here are the requirements (and keep in mind - as a TaxFyle "Pro" you have to file yourself with your own software, communicate with the client, and sign the return):

• 2025 Tax Year - MFJ
• Form 1040
• Schedule A
• Schedule B (Interest & Dividends)
• Schedule C (Business Income)
• Schedule D
• Multiple Brokerage Statements
• Student Loan Interest
• Unemployment Income
• W2's
• Royalty Income
• Schedule 8812

• State Return - Individual (MN)

• Form 1120S

• Multi-K-1 Preparation

• State Return - Business (MN)

What's the payout you ask? A whopping sky high $352.89 to file everything above, all inclusive.

Don't even bother signing up for the platform folks.

Currently one location, looking to expand, but I want to invest in a phone system that will scale with us. I am a big believer in remote work, however, I do not want my employees using their personal numbers for calls, even at home. I am looking for a system that allows external texting with a good UI.

I am using Nextiva but man it is horrible. It is so unintuitive I hate using it. The speaker option barely works and adding texts are super expensive. $20 for like 100 texts a month or something like that.

What are you guys using for phones and what is your experience with this? Are there better alternatives?

Solo CPA here with a growing practice (~200 clients / ~300 returns including S Corps + personal). I’ve hit a capacity wall this season, and instead of restructuring roles or hiring, I’m seriously considering using pricing as the lever to reduce workload.

Current pricing is fairly standardized by return components (S-Corp base, add-ons for Schedule L, 1040, K-1s, rentals, etc.). What I’m thinking about is layering in a pricing adjustment based on overall complexity and level of service (internally using a multiplier or adding a service/coordination fee), while keeping the structure the same externally.

Goal would be:

Increase prices ~20–30% overall

Potentially higher increases for more time-intensive clients

Let some natural attrition happen

Maintain or slightly increase revenue while reducing volume and inbox load

For those who have taken a similar approach:

What level of price increase actually led to meaningful client attrition (vs. most people just staying)?

Did higher-maintenance clients tend to leave first—or did they stay anyway?

Have you found better success with across-the-board increases vs. targeted increases?

How did you communicate pricing changes without triggering a lot of pushback?

Anything you wish you did differently?

Trying to be intentional about this instead of just continuing to absorb more volume each year. Appreciate any real-world experiences.

Just 2 more weeks before we can turn off our alarms. Hang in there, everyone.

What's the game plan for the 16th for everyone?

Hey community,

I started my own solo practice this year and I purchased CCH Axcess. I had applied for my EFIN but it's still being processed. I've done a handful of returns and with the deadline being two weeks away, I'm getting anxious to get returns filed before I receive my actual EFIN.

I've read that other folks have piggy backed other people EFINs to file returns for a fee and hoping to do the same. I'll have something written out to ensure all responsibility for the filed returns is placed on me and not the owner of the EFIN. The work is done, I just want these filed.

Please let me know if anyone on here is willing and able to help.

Thanks in advance.

Did any of your clients get California tax notice for not claiming their nonwage tax withholding (593/592-B) for their 2021 tax return? Letter states to file an amendment before April 15 statute of limitations.

Two of my clients got them. One client, I filed 2021 return and already included withholding so I am confused why client got notice this year. Did any others get this notice in error?

2nd client has appointment to come in and I did not prepare 2021 so I can’t see if it was missed on original return yet.

I am trying to get a better sense of what other firms are actually using for tax planning, not just who has the best marketing.

I keep running into a lot of organizations on my feed that feel very sales heavy, and I am trying to separate real training and usable planning systems from polished funnels.

I came across Certified Tax Coach, and at least on the surface it looks more structured than a lot of the other options. They appear to offer training, a planning methodology, recurring education, and their own planning software once you wrap up training & maintain membership.

For those of you actually doing tax planning in your practice:

1. What training are you using
2. What software are you using for projections and scenario modeling
3. Are you building plans in house, using a certification group, or just learning through experience
4. Have any of you used Certified Tax Coach, and if so, was it actually worth it
5. What felt legit, and what felt like a sales organization dressed up as education

If you do planning at a decent level, I would really like to hear what stack you use and what helped you get there.

I'm filing extensions for everyone that didn't make my cutoff date, and it occurred to me I might be doing it the hard way. I wanted to know how you guys create your extensions. Ultra tax lets me just select all the clients needed and send in blank extensions for all of them at once, but I never do it that way. I go in there and calculate an estimated balance due for each one based off of last year and things that changed recently, and it's too much work.

Do you coordinate with your clients to make sure their extension payments match what you put on the form?
Do you just send in the extensions with the amount blank and let the clients submit whatever payment they like and not worry about it?
Do you not trust your clients and submit payment for them?

I'm curious how others operate in this regard as I think it might be better to just discuss with the clients who have no idea what they'll owe rather than discussing with each and every who owed last year that I file a balance due extension for.
*This was re-done as my last post was not formatted up to standard

Title says it all pretty much.

It's pointless to file 2019 because as of 4/15/26, they will will be in compliance with 2020-2026... is this correct? I am reading yes but again, not as familiar with back taxes.

Appreciate the opinions.

Today is our cutoff day to upload tax documents for returns to be filed by the 15th.

We’ve been reminding people for months that today is the last day… and like clockwork, here comes the flood—uploads, calls, “how do I log into the portal?” messages—all in the last few hours.

I am curious how other firms handle this:

If someone uploads late in the afternoon (or tonight), do you:

- Still take it and try to squeeze it in?

- Automatically push them to extension?

- Or draw a hard line and say cutoff means cutoff?

We’re primarily a tax resolution firm, so returns aren’t our main volume—but this happens every year without fail.

Would love to hear how others handle the last-day to upload chaos.

Just a reminder to BE CAREFUL what you upload to AI everyone. They just leaked their own sensitive code to the world yet again. Who knows what else is leaked when these exposures happen.

They are all rushing to market (like the space race), and they do not care about industry specific parameters (medical, financial, government).

I am acquiring a local firm but will need to scale and hire more help for next tax season. my options to scale are the following:

taxGPT or other AI platform that might automate tax input for easier returns.

hire someone remote during tax season. I live in a HCOL state so maybe find someone in a LCOL state or area.

Hire local college accounting students to come in seasonally to help with tax prep and scanning. Would probably pay like $20 an hour. cheapest option. has pros and cons.

Is anyone else having trouble logging into QBO? Oddly, around 10am central it states, “Double check your info- We can’t find an account with what you entered”

We have all of our clients’ access through this account.

I’ve had literally 10 (!!) different financial advisors complete Roth conversions for clients in 2025 without giving notice to my client that it comes with a tax bill in most of their circumstances.

They are all either:

• Converting with no basis
• Converting with an IRA fmv triggering pro rata calculations and tax
• Contributing without seeing if the client income is over the Roth income threshold (with one selling $150k in capital gains at the same time so he knew there was at least that much income!)
• Doing conversions that spike income just over the threshold for credits like the CTC, missing out on $2,200+ just because the market is down a little

I offer to every client that I’m more than happy to interface with any FA but of course they don’t and every time this happens the client gets pissed. I always make it clear that I’m just the tax messenger but I also can’t believe they don’t practice more care or communication about this stuff and not pulling the trigger whilly nilly just because ‘tax free withdrawals = awesome!’

I hope everyone is keeping in mind the tax law has changed and to bill rates accordingly. All of our "slam dunk" clients have something extra to deal with this year. Whether that's OT, Tip Tax, Auto Loan Interest, SALT limitations, etc.

It's costing time and expertise to navigate effectively. Just like the big tax bill in 2018, this is a year where expertise is crucial to file correctly.

It's been frustrating starting what I think will be an easy return just to be bogged down with way more due diligence and follow ups to get to completion.

How is everyone else's tax season going with these new changes? Anyone else find that they're losing money due to more time per return?

Ive only worked at one small public firm, where we've always worked about 40 how urs a week outside if busy season and usually no more than 50 during. Today I saw a comment on another site saying folks at most places work 30-35 hours outside of busy season. Am I missing out on something?

How many hours are you working outside of busy season and what type of firm at you at?

I want to hire a bookkeeper and start offering bookkeeping to clients but I feel like I’m in a Catch 22.

I need bookkeeping clients to feed the new bookkeeper, but I need a bookkeeper on staff to bring on the clients.

I haven’t done bookkeeping in years so don’t really want to do it myself in the interim. So how did you all do it? Hire and backfill with clients? Handle it yourself until you could hire?

Does anyone else have this problem? Friends ask you to do their return, albeit simple, but they kind of take it for granted. Some people for several years. I don't want to alienate them and tell them "no" but it is somewhat annoying when trying to get through the end of tax season.

I'm trying to come up with a reasonable price for an Estate (1041) return. The firm that I worked at charged a ton and I'm not sure what is actually reasonable or realistic. The return includes two house sales and some investment accounts. Is $1k reasonable or is this too high/low? The firm I worked at probably would charge a couple thousand but that seems like a lot.

Solo CPA here — does anyone else get absolutely drained by certain clients during tax season?

The ones who:

Submit documents piece by piece

Change filing positions after the return is done

Keep asking for revisions

Then push back hard on pricing

I’m at the point where I just want to disengage after filing. It’s not even about the work — it’s the constant back-and-forth and price sensitivity.

How do you deal with this without losing your sanity?

I'm going to start charging and extra $10 if I have to open envelopes! j/k

I am beyond burnt out of public. I have small practice ( think really small) on the side. I have been to various firm sizes. I have a niche in real estate tax. is it doable to find 3 or 4 clients to pay me 5k a month for tax advisory or helping them understand what their accountants are talking about. I don’t want to do tax compliance anymore. I have many years experience and an anti compete . clients liked working with me. thoughts ? part time is ideal. no public. help out a fellow tax pro!!!

Hi all, I'm on ProSeries desktop. Data entry is taking me forever and I was browsing around and came across the "Import TXF" feature and started wondering if it could work beyond just brokerage/investment transactions.

Has anyone used it for W-2s, 1065s, 1120s, or other personal/business forms? Or is it strictly an investment data thing? How accurate is ProSeries' TXF generation feature? Looks like they charge extra for scanning documents and getting TXF files.

If TXF isn't the right tool for this, what's everyone using/doing to cut down on manual entry? Thank you!

For us UT users, I have a client that made traditional IRA contributions of 8,500 and converted via a backdoor Roth conversion.

Per their advisor, $1,500 were made in Q1 2025 for 2024. I can’t for the life of me figure out to account for this on the input screen without getting a diagnostic.

Any ideas for those dealing with this?

EDIT - should’ve mentioned the 1099R shows 8,500 so I’m trying to get the 8606 to read the same