Tax Tales: Horror Stories and Lessons Learned with Nick & Caleb
Have you 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.
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.
Join us for:
- 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!