Diana Halenz, CPA, CFP®️'s Avatar

Diana Halenz, CPA, CFP®️

@tailwindcpa.com.bsky.social

Tax planner, diver, runner, afghan maker. Team pancake.

266 Followers  |  175 Following  |  91 Posts  |  Joined: 13.11.2024  |  2.4112

Latest posts by tailwindcpa.com on Bluesky

Thank you! They want someone who can handle both.

16.07.2025 15:07 — 👍 1    🔁 0    💬 2    📌 0

Thanks!

16.07.2025 15:06 — 👍 0    🔁 0    💬 0    📌 0

Who out there can take a lovely family for 2025 for filing in the US and Canada, and a lingering 2024 issue? @bkhpc.ca @isabelgoldberg.bsky.social #taxsky #taxbs

16.07.2025 00:32 — 👍 3    🔁 0    💬 3    📌 0

Good luck!

10.07.2025 22:30 — 👍 3    🔁 0    💬 0    📌 0

This is mostly blue!

04.06.2025 21:34 — 👍 0    🔁 0    💬 0    📌 0

This is true! 4 of my most recent 5 new clients have come from financial planners.

23.05.2025 23:05 — 👍 1    🔁 0    💬 1    📌 0

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.

29.04.2025 02:10 — 👍 2    🔁 0    💬 1    📌 0

Thank you Beth! I didn’t realize that matching contributions could be Roth!

24.04.2025 22:15 — 👍 2    🔁 0    💬 0    📌 0

Your free newsletters are so valuable to me that I just subscribed! Thank you for sharing your expertise so generously.

24.04.2025 14:22 — 👍 3    🔁 0    💬 1    📌 0

…and then treat your employees the way you wish you had been treated.

23.04.2025 16:15 — 👍 1    🔁 0    💬 0    📌 0

I love it. I have had my eye on Caramel Apple after dark already!

22.04.2025 00:49 — 👍 1    🔁 0    💬 1    📌 0

Spectacular hairdo!

22.04.2025 00:11 — 👍 2    🔁 0    💬 1    📌 0

Shannon, what would you recommend pairing this with for heels/toes for a special gift ?

21.04.2025 23:48 — 👍 1    🔁 0    💬 1    📌 0

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.

17.04.2025 19:18 — 👍 8    🔁 0    💬 1    📌 0

More than half of my new clients this year had $0 extensions filed for them by the prior firm. It…wasn’t helpful. #taxbs

16.04.2025 15:42 — 👍 10    🔁 0    💬 2    📌 1

They can log in to their tax account and set up a pre-assessment installment plan.

11.04.2025 22:11 — 👍 1    🔁 0    💬 1    📌 0

Yeah i just don’t like paying a premium for a package and then more for the bits of software that doesn’t suck!

11.04.2025 02:43 — 👍 1    🔁 0    💬 1    📌 0

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!

10.04.2025 23:47 — 👍 1    🔁 0    💬 1    📌 0

Palm readings of course

05.04.2025 15:41 — 👍 2    🔁 0    💬 1    📌 0

Are you serious about this? Because I have been considering the same.

05.04.2025 15:17 — 👍 2    🔁 0    💬 2    📌 0
A skein of purple, blue, green with splashes of chartreuse, paired with a mini skein of chartreuse yarn.

A skein of purple, blue, green with splashes of chartreuse, paired with a mini skein of chartreuse yarn.

I nabbed the last skein of The Starry Night from @yarnbaby.bsky.social. Chartreuse makes a killer combination. The pictures truly don’t do the yarn justice. #indydyers #knitting

02.04.2025 21:52 — 👍 5    🔁 0    💬 1    📌 0

Yes, I’m out near Springfield. I think you would really like in person if you can make it happen though!

31.03.2025 00:45 — 👍 1    🔁 0    💬 0    📌 0

I did Danko but Boston was sold out so I did online. Really enjoyed it!

30.03.2025 23:38 — 👍 1    🔁 0    💬 1    📌 0

When are you sitting?

30.03.2025 23:11 — 👍 1    🔁 0    💬 1    📌 0

It’s amazing that you knew to suspect that was the problem! It wouldn’t have occurred to anyone who doesn’t have a substantial expat client base.

08.03.2025 11:53 — 👍 2    🔁 0    💬 0    📌 0

I spoke to an IRS agent this morning who said that he’s returning to the office next Monday but there aren’t enough workstations for everybody who is returning to the office. Get your calls and issues resolved this week because next week will be more difficult to get through. #taxsky

03.03.2025 15:12 — 👍 12    🔁 2    💬 0    📌 0

Amazing!

26.02.2025 02:03 — 👍 0    🔁 0    💬 0    📌 0
Post image

Happy #caturday 😛

22.02.2025 15:14 — 👍 2    🔁 0    💬 0    📌 0

We NEED to know how this ends

20.02.2025 16:33 — 👍 8    🔁 0    💬 1    📌 0

Does that mean that everyone else goes on extension?

19.02.2025 00:41 — 👍 1    🔁 0    💬 1    📌 0

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