Office Hours with Josh
I am going to try something this week that I have been meaning to do for a while.
For Paid Subscribers: (If you aren’t a paid subscriber, you can upgrade below)
Drop your questions in the comments, and I will answer as many as possible.
Ask me about anything in these lanes:
IRS representation. Keep it general, not specific to your client’s facts. I cannot give advice on a case I am not engaged in. But how a process works, how I would think about an approach, what I wish I had known earlier, all fair game.
Practice management. Pricing, engagement letters, workflow, saying no, the stuff nobody teaches you.
Technology and security. The tools I actually use, what is worth the money, how I think about the FTC Safeguards Rule, and keeping client data safe.
Building a practice. How I got here, what I would do differently, what the first few years actually looked like.
Where to find me this summer
A few places.
Tax Retreat 2026, San Antonio, June 3rd to 6th. I am co-presenting Built This Way: Technology, Infrastructure, and Security Decisions with Aaron Dickerson, CPA, on Thursday from 11:45 AM to 12:45 PM Central.
CSTC Summer Tax Symposium, June 7th to 10th in Reno at the Silver Legacy. I am teaching three sessions this year. Two on Tuesday: one on responding to IRS notices, and one on innocent spouse relief. Then, on Wednesday, I am joining Tom Gorczynski and Shannon Hall for a panel on closing a practice, which is timely given the succession-planning language in the proposed Circular 230 changes. Details and registration
CSEA Super Seminar, June 16th to 18th, also in Reno, at the Peppermill. I am attending this one, not speaking, so if you want to grab coffee and chat, hit me up. Conveniently, it lands right after CSTC, so you can make one trip out of both.
NATP Taxposium 2026, Cleveland, July 13th to 15th. I am teaching three sessions this year, spread across all three days, so I will be there from start to finish. Monday, I am presenting Fixing Common Errors in a Tax Practice. Tuesday is Cryptocurrency and Other Digital Asset Crimes. On Wednesday, I close out with Cybersecurity Best Practices for Tax Professionals. Early registration runs through June 12th before rates go up on June 13th, so if you are thinking about it, now is the time. Use code 26ROCK for $100 off your registration.
Hope to see you at one of the events. Always great to put a face with a subscriber.
Lovely! My question is in Practice Management. I am thinking of making the switch from Tax Dome to Canopy. Have you used Canopy? If yes, thoughts? Also, what is a best practice when moving from one practice management system to another?