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Josh & Taxes

Josh Youngblood, EA, CRETS, Matt Metras, Aaron Dickerson

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

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues89SubscribersRead joshandtaxes.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Dear Mortgage Person

First, I want to acknowledge that, just like tax professionals, there are good mortgage professionals and bad ones. This is for the bad ones. The ones that cause many of us to order voodoo dolls.

6 days ago
18
5

The Hardest Word in Business

It is the middle of tax season. You are tired. Your inbox is a disaster. Your phone will not stop ringing. Every voicemail is from someone who needs something from you yesterday.

8 days ago
7
1

Stop Typing, Start Talking (But Watch What You Say)

I was working on a case last month. I had IRS transcripts pulled up on one monitor, my notes on the other, and I needed to draft notes about the client’s compliance history. I knew exactly what I wanted to say. I could see the whole thing i...

22 days ago
3
2

The Tax Industry’s Worst-Kept Secret: Service Bureaus, Ghost Preparers, and the Regulation We’re Missing

If you spend any time in tax professional Facebook groups, you’ve seen the posts. Confession, sometimes at night, to unwind, some friends (you know who you are), and I may peruse the groups a bit. It is terrifying to say the least. Someone’...

a month ago
5
2

Authors

The writers behind this newsletter.

  • Josh Youngblood, EA, CRETS

    Lover of Tax, Tech, and Travel! - https://josh.tax

  • Matt Metras

    Taxes, Tattoos, and Tequila. Not typically at the same time.

  • Aaron Dickerson

    Aaron is a partner at an Austin-based firm who combines a tech-forward mindset with deep experience in the financial and real estate sectors. He provides strategic guidance informed by a diverse career in both public and industry accounting roles.

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