Implementing Tax Return Scheduling

A follow-up guide to implementing a calendar-based tax return preparation workflow based on reader questions

Dec 5, 2025 • Jeremy Wells, EA, CPA

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A Giving Tuesday Reminder: Document Your Donations

The Besaw case shows that the IRS focuses on substantiation, not sentiment, when reviewing noncash charitable contributions.

Dec 2, 2025 • Jeremy Wells, EA, CPA

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November 2025

How I Do Tax Research

An application of my tax research framework using Parker Tax

Nov 21, 2025 • Jeremy Wells, EA, CPA

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How I Research Tax Questions

A practical walkthrough of how I go from a client question to a defensible answer (and content!)

Nov 14, 2025 • Jeremy Wells, EA, CPA

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September 2025

Take Control of Your Tax Return Workflow with Scheduling

We reduced stress, gave clients clarity, and allowed staff to balance heavy workloads with real life. You can too.

Sep 23, 2025 • Jeremy Wells, EA, CPA

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July 2025

Early terminations for green energy tax provisions

OBBBA reverses Inflation Reduction Act provisions, giving taxpayers just months to earn credits

Jul 23, 2025 • Jeremy Wells, EA, CPA

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June 2025

Joint vs Separate: Marriage Filing Fundamentals

Episode 5 of Tax in Action Is Now Live!

Jun 25, 2025 • Jeremy Wells, EA, CPA

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The 1031 Exchange Basics

Episode 4 of Tax in Action Is Now Live!

Jun 12, 2025 • Jeremy Wells, EA, CPA

May 2025

🎙️ S Corporation Reality Check

Episode 3 of Tax in Action Is Now Live!

May 29, 2025 • Jeremy Wells, EA, CPA

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🎙️ Cracking the R&D Tax Credit

Episode 2 of Tax in Action Is Now Live!

May 21, 2025 • Jeremy Wells, EA, CPA

🎙️ Breaking down the Residential Clean Energy Credit

Episode 1 of Tax in Action is live!

May 15, 2025 • Jeremy Wells, EA, CPA

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April 2025

Coming soon: Tax in Action, a new podcast for tax pros!

Each episode focuses on a specific tax strategy, credit, or compliance issue that matters to tax professionals and business owners.

Apr 17, 2025 • Jeremy Wells, EA, CPA

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