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 • 

Jeremy Wells, EA, CPA

4

July 2025

Early terminations for green energy tax provisions

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

Jul 23 • 

Jeremy Wells, EA, CPA

1

June 2025

Joint vs Separate: Marriage Filing Fundamentals

Episode 5 of Tax in Action Is Now Live!

Jun 25 • 

Jeremy Wells, EA, CPA

4

The 1031 Exchange Basics

Episode 4 of Tax in Action Is Now Live!

Jun 12 • 

Jeremy Wells, EA, CPA

May 2025

🎙️ S Corporation Reality Check

Episode 3 of Tax in Action Is Now Live!

May 29 • 

Jeremy Wells, EA, CPA

6

🎙️ Cracking the R&D Tax Credit

Episode 2 of Tax in Action Is Now Live!

May 21 • 

Jeremy Wells, EA, CPA

🎙️ Breaking down the Residential Clean Energy Credit

Episode 1 of Tax in Action is live!

May 15 • 

Jeremy Wells, EA, CPA

2

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 • 

Jeremy Wells, EA, CPA

7

February 2025

Announcement: Tax Book Club!

Join your fellow tax professionals for reading and discussions!

Feb 11 • 

Jeremy Wells, EA, CPA

12

18:59

January 2025

Advising partnerships on audit rules

Tax professionals should insist on CPAR-related operating agreement language for partnerships.

Jan 30 • 

Jeremy Wells, EA, CPA

3

November 2024

Charitable contributions

An overview of the rules for giving, valuing, substantiating, and reporting tax-deductible charitable contributions

Nov 19, 2024 • 

Jeremy Wells, EA, CPA

2

Thursday thoughts: Before I hit "Publish"...

I have a draft of an article almost ready to go.

Nov 7, 2024 • 

Jeremy Wells, EA, CPA

2