This week we’re celebrating TWO absolute rockstars — Terri Boutte and Catrina Pelzer! 👏🔥 Your dedication, consistency, and drive continue to raise the bar and inspire everyone around you. The results speak for themselves — excellence in action! 💼💪 Thank you for showing up, pushing limits, and leading by example. We are so proud of you both! 💙 Drop some 👏👏👏 in the comments to help us celebrate Terri & Catrina! #TopPerformer #TeamExcellence #Leadership #WinningMindset #CelebrateSuccess

I also hear tax pros say, “My software makes me compliant.” And then they find out the hard way that the software is only covering Form 8867 requirements, not the knowledge requirement. Putting notes in your software is not enough if you are not addressing additional inquiries. Another big misconception is thinking that asking every client the same questions make you compliant. It’s not about asking questions. It’s about asking the right clarifying questions. Notes are a hot topic right now because many tax pros are receiving warning letters and going through Due Diligence examinations. Additional inquiries are required when information is: 1. Inconsistent 2. Incomplete 3. Does not make sense 4. Conflicts with documents Examples of when additional inquiries are required: 1. Relatives claiming dependents who are not their child 2. Different addresses on documents 3. Dependents with different last names 4. Low income but claiming Head of Household 5. Business losses with no clear funding source Let me explain why additional inquiries must be different for every client, especially when you are dealing with Schedule C clients. No two businesses are the same. Every client’s income and expenses will look different based on their industry, how they operate, and how they spend money in their business. Because of that, the additional questions you ask one client will not automatically apply to the next client. As tax pros, we all have basic qualifying questions that we ask every Schedule C client. That part is normal and expected. But Due Diligence does not stop there. Here’s where additional inquiries come in. You may have a client whose income and expenses mostly look reasonable for their profession, but you notice one expense that is unusually high and another expense that is unusually low compared to what you normally see in that industry. Even if everything else looks fine, those two items require additional inquiries. You would need to ask follow up questions to understand:

To my Tax Partners— As we step into this new year, I want you to remember why you started. This business isn’t just about numbers, returns, or deadlines. It’s about impact. It’s about helping families breathe easier, helping business owners stay compliant, and helping ourselves build the life we said we wanted. Last year tested us. It stretched us. It sharpened us. And if you’re still here, that means you passed the test. This year we move with: - Discipline over distraction - Consistency over comfort - Execution over excuses Every client you serve is an opportunity to elevate your brand. Every return you file is a reflection of your professionalism. Every challenge you face is proof you’re playing a bigger game. Set your goals high—and then work higher. Protect your time. Master your craft. Ask questions. Stay compliant. Stay hungry. We’re not chasing quick wins—we’re building legacy, credibility, and long-term wealth. Let’s make this the year we work smarter, communicate clearer, earn bigger, and move like the professionals we are. I’m proud of you. I’m locked in with you. Now let’s go dominate this season. 💪🏽📊✨ Happy New Year—let’s get to work.

LET’S TURN THAT LOSS INTO LEVERAGE. Most folks panic when they hear “data breach.” My people learn how to flip it into power. If your personal details were leaked — whether it was Equifax, T-Mobile, Facebook, or any other company — that violation can become a legal foundation to challenge and remove negative items from your credit report. Before we run the play, I need you to do ONE thing: 🔍 STEP 1: CHECK IF YOU WERE BREACHED Go to → haveibeenpwned.com Enter your email. Screenshot whatever pops up. Then comment below: ✔️ “YES – I was breached” or ✔️ “NO – I’m clean” I want to see who’s actually following directions. WHY THIS MATTERS A breach means your personal data was exposed. That automatically places you at risk for identity theft — and under federal law (FCRA), the bureaus must block, remove, or verify any questionable or compromised information. This is one of the strongest angles for fast removals when used correctly. WHAT HAPPENS NEXT Once you comment your results, I’ll release: ✔️ The exact FTC report you’ll file ✔️ The dispute packet structure ✔️ The legal language to use ✔️ The “no reinsertion” clause ✔️ The Metro 2 references that back it up But I’m only giving it to the people who participate.

I’ll either drop the e-book or we can do it on Zoom December 5th