Tax Tales: Horror Stories & Solutions with Nick Boscia and Caleb Jenkins

Ever lost a client's documents? Have an office flood in early April? Clients repeatedly send you the wrong files? You're not alone! Join Nick Boscia, CPA, EA and Caleb Jenkins, EA, CQP as they share their biggest tax season mess-ups and what they’ve learned from them.

Published: July 1, 2025

No sugar-coating — just real stories about tax disasters and the solutions that saved the day. Nick and Caleb will share what went wrong, what they learned, and how they made sure it never happened again.

You will learn:

Document management disasters that shut down practices (and how to prevent them)
Security breaches with client data and how to stay protected
Pricing mistakes that lead to burnout and boundaries that create balance
Technology failures during peak season and essential backup plans
Setting firm deadlines that transformed client relationships and profitability

Perfect for anyone who knows how to learn from others’ mistakes!

Tax Tales: Horror Stories & Solutions with Nick Boscia and Caleb Jenkins

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