Office Hours with Josh
July 2026
I am going to try something this week that I have been meaning to do for a while.
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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
Right now I’m at NATP Taxposium in Cleveland, Ohio. So far, Cleveland has been a fun city. Taxposium has been great. Yesterday I talked about what to do when you make mistakes in your practice. Today we will discuss digital asset crimes, and tomorrow we will discuss cybersecurity. Last night I went on a ghost tour and learned about the city's history.
Thursday, it is back home for a while. The next conference for me is NYSSEA in Saratoga Springs, NY. I will be discussing IRS penalty abatement and co-teaching a class on tech practice automation with Matt Metras, EA, which I am very excited about. The speaker lineup is really great!
You can watch this video below for more info:
I hope to see you there!
One more thing
If you have not seen it yet, Tom Gorczynski (Check out his Substack, Tom Talks Taxes) and I built AskTomG.AI. It gives tax professionals fast access to solid information without rendering judgment. It informs. You decide. That was the whole point. The practitioner keeps the call, which is exactly where Circular 230 says it belongs.
Take a look at AskTomG.AI. We love getting user feedback and are always improving the product.