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Josh & Taxes

A publication offering clear, thoughtful insights on taxes, technology, and the real work of running a modern practice.

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I'll Never Have a Podcast — Well, Actually…

Well, Actually.......

We Passed, We Traveled, We Have Opinions

Two enrolled agents who just survived the Tax Court exam sit down to compare notes on a summer of conferences, a vendor hall full of AI products, and the disclosure rule nobody wants to talk about.

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Remember BOI Reporting?

FinCEN Just Put the Final Nail in the Coffin

The Age of Sycophancy

The Trading of Truth for Approval

Using AI Safely in Your Tax Practice

Less theory. More things you can do this week.

Office Hours with Josh

July 2026

AI Is for Everyone

A plain-English guide for people who have never touched it

Two Ways To Be Wrong

Everyone makes mistakes. What separates people is what happens next.

A Panel in Reno, and Some Exciting News

I’m writing this from the tail end of the CSTC Super Seminar in Reno. An exciting week with a big announcement coming next week!

Office Hours with Josh

I am going to try something this week that I have been meaning to do for a while.

The Heist That Starts With Your Phone Number

(If you know me, you were probably expecting an article on the USTCP journey.

Google Chrome May Have Put 4GB of AI on Your Computer. You Did Not Get a Vote.

I have a friend who uses Microsoft Edge and Bing (I think that was once a search engine?), I routinely give her a hard time because, well, it is fun.