John Sheeley EA

📣 FREE COURSE FOR TAX PROFESSIONALS This Tuesday 1PM Join Frank Agostino, Esq. for The July 10th Refund Deadline You Didn’t See Coming (Kwong & Abdo: Recovering Pandemic-Era Tax Penalties & Interest)—a FREE 2-hour session covering the cases of Kwong (2025) and Abdo (2024) and how to turn COVID-era IRS payments into refund claims. 👉 Register here: hi.switchy.io/tG1S You’ll walk away with a practitioner-ready framework to: • Spot eligible clients • Compute refund amounts using transcripts + AI tools • File Form 843 correctly and defensibly • Understand exam/appeals/CDP/Tax Court implications 📅 Apr 21, 2026 | 1:00 PM ET (Virtual or live in-person in Hackensack, NJ) Credits: 2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits Tag a colleague who needs to see this! #TaxEducation #TaxProfessionals #IRS #CPECredits #CLECredits #TaxLaw #Accounting #TaxRefund #ContinuingEducation#cpa#ea

One week away: Next-Gen Tax Research: AI, Accordance & Ask Blue J in Practice (Live) with John Sheeley EA. 👉Register here: hi.switchy.io/uTj1 Learn how pros integrate Accordance + Ask Blue J + ChatGPT + Claude into a repeatable, defensible process (question → prompt → authority → analysis → conclusion). 📅 Thurs, Apr.23, 2026 • 1:00 PM ET • $89 • 2 hours 🎓 2 IRS CE | 2 CTEC | 2 NASBA CPE* *No NASBA CPE via self-study recording. #irs #taxpractice #claude #ai #chatgpt #concordence#taxresearch#BlueJ #askchatgpt

🚨 IRS “math authority” after OBBBA = new calculations… but you’re still getting the same old notices. Join our webinar: Math Authority After OBBBA: New Math, Same Old Notices with Krish (PK) Perinkulam, EA, MST, USTCP 📅 Apr 23, 2026| 3:00 PM ET | 🎟️ $89 What you’ll focus on: ✅ what “math authority” means in real life ✅ how to spot the issue fast ✅ how to respond when a notice hits your client 👉Get your ticket: hi.switchy.io/uW9F 🧾 Credit: 2 IRS CE/CTEC/NASBA CPE* *Self-Study recording not available for NASBA CPE credit. #TaxPractice #TaxProfessional #EnrolledAgent #EA #CPALife #TaxPrep #TaxCompliance #IRSNotices#TaxRepresentation #Circular230 #TaxEd#CPE #ContinuingEducation #Accounting #PublicAccounting #Mathathority #OBBA

Most professionals are experimenting with AI. Very few are using it effectively. Learn how to use A.I. effectively to best suit your practice. Register for "Next-Gen Tax Research: AI, Accordance & Ask Blue J in Practice" presented by John Sheeley EA. Learn how to: ✔ Structure your research process ✔ Verify AI-generated insights ✔ Improve speed without sacrificing quality Register here: hi.switchy.io/uTj1 📅 Thurs, Apr.23, 2026 • 1:00 PM ET • $89 • 2 hours 🎓 2 IRS CE | 2 CTEC | 2 NASBA CPE* *No NASBA CPE via self-study recording. #irs #taxpractice #claude #ai #chatgpt #concordence#taxresearch#BlueJ #askchatgpt

📣 FREE COURSE FOR TAX PROFESSIONALS **Kwong & Abdo: Recovering Pandemic-Era Tax Penalties & Interest** Two major court decisions have created a powerful opportunity for tax professionals: From January 20, 2020 through July 10, 2023, IRS penalties and interest were required to be suspended under IRC §7508A(d). 👉 Many taxpayers OVERPAID — and those funds may now be recoverable. ⏳ Important: The refund claim deadline is July 10, 2026. 🗓 Date: Tuesday, April 21, 2026 ⏰ Time: 1 PM – 3 PM 📍 Location: 14 Washington Pl #7008, Hackensack, NJ (or attend online) 🎓 Earn 2 FREE NY & NJ CLE, CPE & IRS CE Credits 💼 In this program, you’ll learn how to: • Identify eligible clients • Apply Kwong & Abdo rulings • Calculate refunds using IRS transcripts & AI tools • File Form 843 claims correctly • Navigate IRS exams, appeals, and Tax Court This is not theoretical — it’s a complete implementation system to help you go from: “I think this applies” → “I filed the claim.” 👉 Register here: hi.switchy.io/tG1S Tag a colleague who needs to see this! #TaxEducation #TaxProfessionals #IRS #CPECredits #CLECredits #TaxLaw #Accounting #TaxRefund #ContinuingEducation#cpa#ea

📢 Ready to level up your tax expertise? Join us our FREE **USTCP Exam Prep Seminar Series: Introduction to Criminal Tax – Part I** hosted by Kostelanetz LLP. 🗓 Tuesday, April 21, 2026 🍕 Networking + Pizza: 5:30–6:00 PM 🎓 Seminar: 6:00–9:00 PM 📍 Bergen Community College (or join online) 💼 Earn 3 FREE NY & NJ CLE, NASBA CPE! Learn key topics like: ✔️ Criminal vs. Civil Cases ✔️ Willfulness ✔️ Statute of Limitations ✔️ U.S. Code Titles 18 & 26 🎤 Featuring Frank Agostino LLP, Shan Kadkoy LLP & Eric Chen P.C. 👉 Secure your spot: hi.switchy.io/uKtu #TaxLaw #USTCP #TaxProfessionals #CLECredits #CPECredits #TaxEducation #CriminalTax #TaxPrep #Accountants #TaxAttorneys #ProfessionalDevelopment #ContinuingEducation

Tax season is almost over, but the most important insights are just beginning to surface. The **April Tax Season Aftermath Series** by Tax Practice Pro is designed for professionals who want to stay ahead — not catch up. This curated set of courses focuses on what many practitioners missed during the busiest time of the year, including: • The July 10 refund deadline and recovery opportunities on 4/21, 1PM • AI-driven tax research and practical implementation on 4/23, 1PM • Post-OBBBA developments and math authority considerations on 4/23, 3PM • State conformity challenges and late adoption issues on 4/28, 1PM • Strategic growth through remote staffing models 4/28, 3PM • Key IRS guidance released during filing season 4/30, 1PM • Circular 230 compliance and practitioner risk 4/30, 3PM These are not theoretical updates — they are actionable insights designed to improve your practice immediately. 🎓 CE credits available 🔗 Register now:(hi.switchy.io/uL3F) #TaxProfessionals #CPE #CLE #TaxLaw #Accounting #ProfessionalDevelopment #IRS #TaxStrategy #ContinuingEducation

Tax Pros No Update This Week. With the April 15th Deadline Fast Approaching There is Still Much TO DO! Be Sure to tune in 4PM Friday the 24th for your Tax Update. Follow on YouTube for the latest tax updates: hi.switchy.io/p54Y Check Out Our New Website & Subscribe to get Unlimited CE for just $52/Mo Here: hi.switchy.io/t5V9 #taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

Tax Pros Tune In for Tomorrow's Tax Update Friday 4:00 PM ET, Watch John Sheeley’s Weekly Tax Update (04/10/2026) — (Free). Save your seat: hi.switchy.io/u97p (NO CE offered.) Watch LIVE or Rewatch on YouTube: hi.switchy.io/p54Y Check Out Our New Website & Become a Member to get Unlimited CE for just $52/Mo Here: hi.switchy.io/t5V9 #taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

Tax Pro's Registration opens soon, be sure to mark your Calendars for Tax Practice Pro's 13th Annual International Tax Conference! On October 26th-28th in NYC - NYC Seminar & Conference Center. Registration opens Soon! Be sure to like and follow to stay up to date on the latest details. Subscribe to Tax Practice Pro and Save on Unlimited CE credits Here: hi.switchy.io/rM64 #internationaltax #taxpro #taxfirm #ea #cpa #taxbootcamp #taxtips #internationaltaxconference2026

Save The Date🎁 FREE Giving Tuesday Ethics Training for Tax Pros This December 1st 2PM ET Join us for Annual Giving Tuesday Free Ethics with John Sheeley EA — a practical ethics session using a fictional case study inspired by It’s a Wonderful Life. 🎓 2 IRS CE | 2 CTEC | 2 NASBA CPE* 🔗 Register: hi.switchy.io/tp3O *Self-study recording not available for NASBA CPE credit. #givingtuesday #ethics #free #cpa #ea #taxeducation #taxpractice

Tax Pros be sure to register for this week's Tax Update Friday 4:00 PM ET, Watch John Sheeley’s Weekly Tax Update (04/10/2026) — (Free). Save your seat: hi.switchy.io/u97p Watch LIVE or Rewatch on YouTube: hi.switchy.io/p54Y #taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

Tax Pros have a great Holiday Weekend during this busy season. We will be taking a break for this week's Tax Update. Come back next week to stay informed! Follow on YouTube for the latest tax updates: hi.switchy.io/p54Y Check Out Our New Website & Subscribe to get Unlimited CE for just $52/Mo Here: hi.switchy.io/t5V9 #taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

Its hard due to the need to sanitize and then be sure you don't have too many facts which might give away who the client is (in 2024 =, Sharyn Fisk head of OPR at the time gave some examples in an ethics chat at the IRS forums) I think MANY of our colleagues are doing this that might create issues, later.

@johnsheeley Yeah, I use it for a bunch of admin type work. I was wondering what, if any, client work people are using it for. Not theory, but real life use cases.

If you own a bookkeeping and/or tax firm, what are you actually using AI for in your firm since you can’t do anything that includes even client names?

Tax Pros Tune In for Tomorrow's Tax Update Friday 4:00 PM ET, Watch John Sheeley’s Weekly Tax Update (04/03/2026) — (Free). Save your seat: hi.switchy.io/thc- (NO CE offered.) Watch LIVE or Rewatch on YouTube: hi.switchy.io/p54Y Check Out Our New Website & Become a Member to get Unlimited CE for just $52/Mo Here: hi.switchy.io/t5V9 #taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

Tax Pro's Registration opens soon, be sure to mark your Calendars for Tax Practice Pro's 13th Annual International Tax Conference! On October 26th-28th in NYC - NYC Seminar & Conference Center. Registration opens Soon! Be sure to like and follow to stay up to date on the latest details. Subscribe to Tax Practice Pro and Save on Unlimited CE credits Here: hi.switchy.io/rM64 #internationaltax #taxpro #taxfirm #ea #cpa #taxbootcamp #taxtips #internationaltaxconference2026

Save The Date🎁 FREE Giving Tuesday Ethics Training for Tax Pros This December 1st 2PM ET Join us for Annual Giving Tuesday Free Ethics with John Sheeley EA — a practical ethics session using a fictional case study inspired by It’s a Wonderful Life. 🎓 2 IRS CE | 2 CTEC | 2 NASBA CPE* 🔗 Register: hi.switchy.io/tp3O *Self-study recording not available for NASBA CPE credit. #givingtuesday #ethics #free #cpa #ea #taxeducation #taxpractice

Tax Pros be sure to register for this week's Tax Update Friday 4:00 PM ET, Watch John Sheeley’s Weekly Tax Update (04/03/2026) — (Free). Save your seat: hi.switchy.io/thc- Watch LIVE or Rewatch on YouTube: hi.switchy.io/p54Y #taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips

Tax Pros Tune In for Today's Tax Update Friday 4:00 PM ET, Watch John Sheeley’s Weekly Tax Update (03/27/2026) — (Free). Save your seat: hi.switchy.io/tOs6 (NO CE offered.) Watch LIVE or Rewatch on YouTube: hi.switchy.io/p54Y Check Out Our New Website & Subscribe to get Unlimited CE for just $52/Mo Here: hi.switchy.io/t5V9 #taxfirm #taxcompliance #taxcommunity #taxnews #taxplanning #taxupdate #ea #cpa #taxpractice #taxtips