The Accounting Podcast

The Accounting Podcast Trailer Bonus Episode 264 Season 1

Tax Organizers Suck

Tax Organizers SuckTax Organizers Suck

00:00

What sucks more than tax organizers? Nothing! Today, we're wading deep into the weeds to talk about the toils and troubles of working with tax organizers with Jason Staats, Principal at Brenner LLP, founder of the Realize community for accountants, and advisors, and host/creator of the YouTube channel, Jason_CPA ...

Show Notes

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Show Notes

... We're also covering assorted listener mail around our Tether talk from Episode 263, why it may be wise to avoid that Prometric remote testing, and how bosses can also be less than honest when it comes to timesheets. We've got app news, fintech news, and so much more. Enjoy! 

03:35 - You know that portal you are sending clients to...
https://twitter.com/davidleary/status/1486426809054887939?s=12
 
07:39 – The logic of Typeform
 
12:56 – Saying goodbye to TurboTax 
 
16:44 - USDC audited     
https://twitter.com/jacobbschroeder/status/1487470168246784009?s=12
 
18:13 - Tether's New Accounting Firm Is the Old One, With Baggage
https://www.coindesk.com/markets/2022/01/26/tethers-new-accounting-firm-is-the-old-one-with-baggage/
 
19:16 – The Case of the Missing Billable Hours 
 
21:30 - Avoid Prometric Remote Tests! 
 
23:13 - NFL star's massive tax bill highlights problems with BTC salaries
https://cointelegraph.com/news/nfl-star-s-massive-tax-bill-highlights-problems-with-btc-salaries/amp
 
26:15 - IRS kicks off challenging tax season
https://www.accountingtoday.com/news/irs-kicks-off-challenging-tax-season
 
27:22 - IRS Child Tax Credit letters may have wrong information
https://www.accountingtoday.com/news/irs-child-tax-credit-letters-may-have-wrong-information
 
29:05 - AICPA notes IRS announcement on notices, asks Service to do more - Journal of Accountancy
https://www.journalofaccountancy.com/news/2022/jan/aicpa-notes-irs-announcement-on-notices-asks-more.html
 
31:47 - Announcing Plaid Portal: An ongoing commitment to data privacy
https://plaid.com/blog/data-privacy-week-2022/
 
Plaid Debuts Data Privacy Tool Plaid Portal
https://www.pymnts.com/digital-payments/2022/plaid-debuts-data-privacy-tool-plaid-portal/
 
35:52 - The IRS is reportedly looking for ID.me alternatives amid privacy concerns
https://www.theverge.com/2022/1/29/22907853/irs-idme-facial-recognition-alternatives-privacy-concerns
 
38:43 - PPP and IRS Disappointment
https://www.nber.org/papers/w29669
 
40:20 - Here’s where billions in PPP cash meant for workers actually ended up going
https://www.dallasnews.com/business/banking/2022/01/21/heres-where-billions-in-ppp-cash-meant-for-workers-actually-ended-up-going/
 
46:35 - Apple (AAPL) to Let iPhones Accept Credit Cards in Threat to Square – Bloomberg
https://www.bloomberg.com/news/articles/2022-01-27/apple-to-let-iphones-accept-credit-cards-without-extra-hardware
 
Apple Makes New Moves to Turn iPhones into Payment Terminals
https://www.pymnts.com/apple/2022/apple-iphones-will-soon-serve-as-payment-terminals-in-jolt-to-square/
 
48:59 - Expensify Releases First-Ever Corporate Card for CPAs and Accounting Firms
https://www.businesswire.com/news/home/20220124005167/en/Expensify-Releases-First-Ever-Corporate-Card-for-CPAs-and-Accounting-Firms
 
55:29 - Walmart’s FinTech Hazel Acquires Even and One to Build Finance Super App
https://www.pymnts.com/acquisitions/2022/walmarts-fintech-hazel-acquires-even-and-one-to-build-finance-super-app
 
Walmart-Backed Fintech Startup Is Acquiring Two Firms and a New Name
https://www.wsj.com/articles/walmart-backed-fintech-startup-is-acquiring-two-firms-and-a-new-name-11643199601
 
55:54 - QuickBooks Launches 2 New SMB Tools
https://www.pymnts.com/smbs/2022/quickbooks-launches-2-new-smb-tools/
 
57:09 - Play Wordle in Google Sheets | Zapier     
https://zapier.com/blog/wordle-in-google-sheets/


Get in Touch

Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus, and NOW, you can see our smiling faces on Instagram! You can now call us and leave a voicemail, maybe we'll play it on the show. DIAL (202) 695-1040


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Creators & Guests

Host
Blake Oliver
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Host
David Leary
President and Founder, Sombrero Apps Company

What is The Accounting Podcast?

The Accounting Podcast (formerly the Cloud Accounting Podcast) is the world's #1 accounting, bookkeeping, and tax podcast! Join us weekly for a roundup of accounting news, analysis, and interviews. Plus, earn free NASBA-approved CPE credits for listening with the Earmark app. Learn more at https://earmarkcpe.com.