We’ve got a strong community full of powerful minds but remember, everyone’s at different levels in this business. Some are just getting started, and others are scaling to the next tier. Here’s the thing: I can’t help or guide you if there’s nothing to assist with. Closed mouths don’t get fed. You gotta ask questions, share what you’re working on, or speak up when you’re stuck. This space is built for you to learn, grow, and connect. Use it. Post your wins, your struggles, your “I don’t get this part” moments. That’s how growth happens. 💡 Today’s Task: Drop one question or area you want to understand better: marketing, compliance, systems, software, whatever. Let’s make this space active and valuable for everyone.

📎 Template Link: 👉 Use This Canva Door Hanger Template 💡 Why Door Hangers Still Work in 2025 Most tax pros sleep on old-school marketing but when done right, door hangers hit like direct mail on steroids. They’re personal, hyper-local, and they get seen (no algorithm required). With the right message and placement strategy, a $50 stack of door hangers can generate thousands in new client revenue.

1. What’s being claimed (scope)“Return claims: [EITC] [CTC/ODC] [AOTC] [HOH]. 8867 completed and filed with return.” 2. Identity & relationship check “Verified taxpayer/dep(s) identity & relationship. Docs reviewed (if relied upon): [SS card(s)], [birth cert], [court/guardianship], [school/medical records], [lease].” (Form 8867 allows you to list documents relied upon; none are specifically required unless facts trigger questions.) 3. Residency & household composition “Confirmed where each person lived and months in home; noted any temporary absences. Identified qualifying person(s) (if HOH) and confirmed tie-breaker not applicable.” (Knowledge requirement: ask adequate questions; document answers.) 4. Filing status (HOH if claimed) “Computed ‘cost of keeping up a home’ and confirmed taxpayer paid > 50%. Saved worksheet in file.” (Worksheets/computations must be retained.) 5. Income reasonableness “Matched income items to source docs; reconciled any gaps. If SE income, confirmed bona fide business activity; assisted with reasonable reconstruction when records incomplete.” (Reasonable follow-ups required when info is incomplete/inconsistent.) 6. Credit-specific tests • EITC — Verified age/relationship/residency; filing status not MFS; no disqualifying investment income issue based on info provided. • CTC/ODC — Verified age/SSN and support; identified which children qualify for CTC vs ODC. • AOTC — Reviewed 1098-T & billing; at least half-time; no 5th year; no felony drug conviction based on taxpayer statement; calculated QHEE net of tax-free aid. “Saved credit worksheets (EITC, Sch 8812/CTC, Form 8863/AOTC).” (You must keep applicable worksheets.) 7. Reasonable inquiries (red-flags addressed) “Documented follow-up Q&A wherever facts were inconsistent/incomplete. Recorded who provided each answer and when.” (Knowledge + record keeping requirements.) 8. Documents relied upon (8867 line 5) “Relied upon and listed on 8867: [W-2(s)], [1098-T/bursar stmt], [school/medical mail showing address], [lease/utility bills], [child-care statements], etc.” (Line 5 lets you list the docs you relied on.)

Step 1 – Get Text from ChatGPT - Ask ChatGPT: “Give me 30 flyer tips/captions with a call to action.” - Copy the list into a CSV (Excel/Google Sheets) with columns: Headline, Text, CTA. Step 2 – Set Up Flyer in Canva - Go to Canva → search “Flyer.” - Pick one template → add your brand colors/logo. - Save it as your Master Flyer. Step 3 – Use Bulk Create in Canva - Open your Master Flyer. - Left menu → Apps → Bulk Create. - Upload your CSV (or paste the text list). Step 4 – Connect Text to Design - Click on the text boxes in your flyer (headline, body, CTA). - Choose “Connect data.” - Match each text box with the right column from your CSV. Step 5 – Generate Flyers - Click Continue → Generate. - Canva makes a flyer for each line of your CSV. Step 6 – Download Flyers - Select all flyers. - Click Download → PNG (for social) or PDF (for print). - Done! You have a full set of flyers ready. ⚡Pro Tip: You can reuse this process for tax tips, credit tips, sales promos—anything you need in bulk.

The IRS just announced $162 MILLION in penalties over false tax credit claims that were circulating on social media. Yes, you read that right $162M. And guess what? 👀 We just talked about this in last night’s meeting. I warned y’all about these “too good to be true” tax credit schemes floating around online. This is exactly why I always stress: protect your business, protect your name, and protect your clients. The IRS does not play when it comes to fraud, and following random advice from social media is the fastest way to end up on their radar. ✅ Stick with proven strategies. ✅ Stay compliant. ✅ Build a business that lasts. This is why integrity in this industry isn’t optional — it’s survival.