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📌 WELCOME TO THE TAXES TAB
This space is dedicated to everything tax preparation, compliance, and strategy. Use this tab to ask tax-related questions, discuss scenarios, share insights, and deepen your understanding of tax law and best practices. Here we focus on:• Filing statuses & dependents• Income types (W-2, 1099, Schedule C, etc.)• Credits, deductions, and adjustments• Due diligence, ethics, and compliance• IRS rules, forms, and real-world tax situations This is a learning-first space. Ask questions, but be specific and respectful. No guessing, no shortcuts, and no advice that puts your PTIN or business at risk. Drop a comment below with:1️⃣ Your biggest tax-related challenge right now2️⃣ A topic you want covered next Let’s sharpen our tax skills, protect our credentials, and prepare returns the right way. 💼📄✨
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📌 WELCOME TO THE BOOKKEEPING TAB
This space is all about building clean books, strong systems, and year-round income. Bookkeeping is the foundation of every successful tax business, and this tab is where we focus on keeping numbers accurate, organized, and audit-ready. Use this tab to discuss:• Bookkeeping basics & best practices• Income & expense tracking• Bank reconciliations• Chart of accounts setup• QuickBooks and bookkeeping workflows• Preparing books for tax filing and compliance This is a judgment-free learning space, but accuracy matters. No shortcuts, no mixing personal and business expenses, and no “we’ll fix it at tax time” habits. Drop a comment below and share:1️⃣ Your current bookkeeping setup (or struggles)2️⃣ What you want to learn or improve Clean books = easier taxes, better decisions, and more money. Let’s build it right. 💼📊✨
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👋🏽 WELCOME TO TAX & CASH GENIUS CO.!
Whether you’re new to tax preparation or already in the industry, you’re here because you want to sharpen your skills, stay compliant, and build a tax business that makes sense year-round. This community was created to help tax professionals strengthen their foundation in taxes, bookkeeping, cash flow, and compliance—so you can operate with confidence and protect your credentials while increasing your income. 🚀 NEXT STEPS Step 1️⃣: Download the Skool App on your mobile device so you don’t miss updates, trainings, or discussions. 📲(iOS App // Android App) Step 2️⃣: Introduce yourself in the General Discussion tab. Please share:• Your name• Where you’re located• Your experience level (new, returning, or seasoned)• What you want to learn or improve Step 3️⃣: Set up your profile• Add a profile photo• Complete your bio• Engage in posts and ask questions Step 4️⃣: Explore the community tabs• Taxes – tax prep, credits, filing statuses, ethics, and compliance• Bookkeeping – clean books, systems, and year-round services• Off the Ledger – a space to vent and relate (professionally) 📌 COMMUNITY GUIDELINES ❌ No selling or soliciting in posts or DMs ❌ No spamming ❌ No sharing client names or sensitive information ❌ No shortcuts that risk your PTIN or compliance This is a learning space built on professionalism, accuracy, and growth. Show up, stay engaged, and apply what you learn. Let’s get to work. 💼✨
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🚨 MAJOR UPDATE FOR TAX PROS 🚨
Listen up Tax Bosses 👩🏽💼👨🏽💼 The Tax Pro Account now includes new business-level capabilities for tax professionals who operate within a firm or tax preparation business. This is not small. This is structure. This is compliance. This is LEVELING UP. Here’s what you can now do inside the updated Tax Pro Account: ✅ Manage your Centralized Authorization File (CAF) access No more confusion about who has access and what’s active. ✅ Assign authorized employees If you have staff, this helps you control who can represent taxpayers under your firm. ✅ Link your business CAF to your EIN This creates alignment between your CAF number and your business entity. (HELLO professionalism 👏🏽) ✅ View taxpayer information within active authorizations Better visibility. Better control. Better service. ✅ Withdraw authorizations when necessary Protect your firm. Protect your clients. Stay compliant. --- 💡 Why This Matters If you are: • Building a tax office • Running a service bureau • Hiring preparers • Scaling your firm This update is about accountability and operational structure. We are not hobby preparers over here. We are building compliant, scalable tax businesses. --- 👇 Drop in the comments: Are you currently using your Tax Pro Account? Do you have your CAF set up properly? Do you know who has access under your firm? If not — this is your sign to tighten it up. More training on this coming soon inside the community 💼✨
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Nothing from Nothing
There is no WAY these taxpayers (or lack of) feel that if they make 50k and no taxes taken out of federal with no dependents think they should get a refund. Come on now. I’m already mind blow and we aren’t even half in the tax season!!!
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“A powerhouse community for tax pros to master money, systems, and strategy—grow income, stay compliant, and build real generational wealth.”
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