Diana Halenz, CPA, CFP®️
@tailwindcpa.com
Tax planner, diver, runner, afghan maker. Team pancake.
Thank you! They want someone who can handle both.
July 16, 2025 at 3:07 PM
Thank you! They want someone who can handle both.
This is mostly blue!
June 4, 2025 at 9:34 PM
This is mostly blue!
This is true! 4 of my most recent 5 new clients have come from financial planners.
May 23, 2025 at 11:05 PM
This is true! 4 of my most recent 5 new clients have come from financial planners.
This whole thread is fascinating. I grew up in Southeast Asia but know very little about Japan. Everything from the employer-employee relationship to how housing works is mind blowing.
April 29, 2025 at 2:10 AM
This whole thread is fascinating. I grew up in Southeast Asia but know very little about Japan. Everything from the employer-employee relationship to how housing works is mind blowing.
Thank you Beth! I didn’t realize that matching contributions could be Roth!
April 24, 2025 at 10:15 PM
Thank you Beth! I didn’t realize that matching contributions could be Roth!
Your free newsletters are so valuable to me that I just subscribed! Thank you for sharing your expertise so generously.
April 24, 2025 at 2:22 PM
Your free newsletters are so valuable to me that I just subscribed! Thank you for sharing your expertise so generously.
…and then treat your employees the way you wish you had been treated.
April 23, 2025 at 4:15 PM
…and then treat your employees the way you wish you had been treated.
I love it. I have had my eye on Caramel Apple after dark already!
April 22, 2025 at 12:49 AM
I love it. I have had my eye on Caramel Apple after dark already!
Spectacular hairdo!
April 22, 2025 at 12:11 AM
Spectacular hairdo!
Shannon, what would you recommend pairing this with for heels/toes for a special gift ?
April 21, 2025 at 11:48 PM
Shannon, what would you recommend pairing this with for heels/toes for a special gift ?
That’s true! However if I haven’t heard from a prior year client by 4/10 and I don’t have a signed engagement letter, I figure they aren’t my client and I don’t file an extension for them.
April 17, 2025 at 7:18 PM
That’s true! However if I haven’t heard from a prior year client by 4/10 and I don’t have a signed engagement letter, I figure they aren’t my client and I don’t file an extension for them.
They can log in to their tax account and set up a pre-assessment installment plan.
April 11, 2025 at 10:11 PM
They can log in to their tax account and set up a pre-assessment installment plan.
Yeah i just don’t like paying a premium for a package and then more for the bits of software that doesn’t suck!
April 11, 2025 at 2:43 AM
Yeah i just don’t like paying a premium for a package and then more for the bits of software that doesn’t suck!
I had that epiphany today as well! I moved to one of them a couple of years ago. It’s too soon to ask clients to move again so I’m gritting my teeth and hanging in!
April 10, 2025 at 11:47 PM
I had that epiphany today as well! I moved to one of them a couple of years ago. It’s too soon to ask clients to move again so I’m gritting my teeth and hanging in!
Palm readings of course
April 5, 2025 at 3:41 PM
Palm readings of course
Are you serious about this? Because I have been considering the same.
April 5, 2025 at 3:17 PM
Are you serious about this? Because I have been considering the same.
Yes, I’m out near Springfield. I think you would really like in person if you can make it happen though!
March 31, 2025 at 12:45 AM
Yes, I’m out near Springfield. I think you would really like in person if you can make it happen though!
I did Danko but Boston was sold out so I did online. Really enjoyed it!
March 30, 2025 at 11:38 PM
I did Danko but Boston was sold out so I did online. Really enjoyed it!
When are you sitting?
March 30, 2025 at 11:11 PM
When are you sitting?