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Home Biz Tax Lady

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Chesterfield, VA
Home Biz Tax Lady

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Helping business owners, individuals, and tax professionals win the tax game with support across the ETS Network.

10/13/2026

We know your schedule is packed, but this course covers something most firms are already doing without a formal policy in place.

In 𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲, I will be covering real-world cases and practical procedures for using generative AI responsibly, without losing sight of the professional judgment Circular 230 requires.

Here's why this matters:
• Relying on unverified AI output for research or advice can violate the due diligence standard, even when the error wasn't caught on purpose
• Entering client data into AI tools without proper safeguards raises confidentiality and IRC § 7216 concerns
• Firms without a supervision policy for AI use are exposed the moment a staff member relies on it unchecked

I will walk you through practical procedures you can implement so your firm can use AI tools with confidence and stay within your professional obligations.

𝗖𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿: https://www.bigmarker.com/ETSTaxInstitute/ai-ethics-circular-230-the-tax-professional-s-responsibility-in-the-age-of-artificial-intelligence

Unable to make the live session? The self-paced course will be available following the webinar.

10/12/2026

If you’re spending three days away from your firm, I want you to come back with something you can use.

The 𝗘𝗻𝗿𝗼𝗹𝗹𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 𝗙𝗶𝗿𝗺 𝗕𝗼𝗼𝘁𝗰𝗮𝗺𝗽 is covering federal tax updates, tax representation, entity taxation, marketing, wealth-building, and more.

I’ll be teaching 𝗙𝗲𝗱𝗲𝗿𝗮𝗹 𝗧𝗮𝘅 𝗨𝗽𝗱𝗮𝘁𝗲𝘀, and ETS Tax Institute is providing 𝟱 𝗵𝗼𝘂𝗿𝘀 𝗼𝗳 𝗜𝗥𝗦 𝗖𝗘 during the event.

If you’ve been wondering what’s packed into the weekend, take a look at the full agenda.

𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟮–𝟮𝟰 | 𝗟𝗼𝘂𝗶𝘀𝘃𝗶𝗹𝗹𝗲, 𝗞𝗲𝗻𝘁𝘂𝗰𝗸𝘆

https://www.americasfavoriteea.com/event-details/enrolled-agent-firm-bootcamp-2026

10/09/2026

Who's responsible when an AI tool generates a research answer that turns out to be wrong on a client return?

That question sits at the center of 𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲. The answer hasn't changed just because the research came from a machine.

In this webinar, I will walk you through the full picture:
• How Circular 230's competence and due diligence standards apply to AI-assisted work
• What counts as adequate verification of AI-generated research before you rely on it
• Fee and written advice considerations when AI tools are part of the process
• Supervision responsibilities when staff use AI tools on client matters
• Data security and confidentiality obligations, including IRC § 7216, when taxpayer information is entered into AI systems

This is a practical framework you can bring back to your firm and put in place immediately.

𝟮 𝗜𝗥𝗦 𝗖𝗘 𝗖𝗿𝗲𝗱𝗶𝘁𝘀 (𝗘𝘁𝗵𝗶𝗰𝘀)
𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟮𝟬 𝗮𝘁 𝟮𝗣𝗠 𝗘𝗧

𝗦𝗮𝘃𝗲 𝘆𝗼𝘂𝗿 𝘀𝗲𝗮𝘁 -> https://www.bigmarker.com/ETSTaxInstitute/ai-ethics-circular-230-the-tax-professional-s-responsibility-in-the-age-of-artificial-intelligence

10/08/2026

If you filed an extension for your 2025 individual federal income tax return, we’re officially in the final stretch.

𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝟭𝟱𝘁𝗵 𝗶𝘀 𝗻𝗲𝘅𝘁 𝘄𝗲𝗲𝗸!

Taxpayers who timely requested an extension generally have until October 15, 2026 to file their 2025 federal individual income tax return.

Calendar-year C corporations that timely requested a six-month extension also have an October 15 filing deadline.

If you’re a sole proprietor or single-member LLC whose business activity is reported with your individual return, those business records are coming along for the ride.

Here’s the part I don’t want you to miss: the extension gave you more time to 𝗳𝗶𝗹𝗲. It didn’t give you more time to 𝗽𝗮𝘆 tax that was already due in April.

So if the return is still waiting on bookkeeping, crypto records, business expenses, missing tax documents, or answers to open questions, now we need to figure out what’s holding it up.

A week can go by FAST when you’re still looking for documents.

If your extended return still has missing pieces, book a call with Everett Tax Solutions to see whether we’re the right fit to help you get those pieces together.

https://calendly.com/lusundraeverett/business-consultation?back=1&month=2026-05

10/07/2026

By October, I stop asking what you thought the business was going to do this year. I want to know what it actually did.

Did you make more than expected?
Did expenses go up?
Did you make the estimated payments you planned for?
Are you considering a retirement contribution?
Is there a large purchase already on the calendar?
Did the way you pay yourself change as the business grew?

Those are the conversations I want business owners having now.

𝗧𝗵𝗲𝗿𝗲’𝘀 𝘀𝘁𝗶𝗹𝗹 𝗲𝗻𝗼𝘂𝗴𝗵 𝘆𝗲𝗮𝗿 𝗹𝗲𝗳𝘁 𝘁𝗼 𝗺𝗮𝗸𝗲 𝘁𝗮𝘅 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝗗𝗲𝗰𝗲𝗺𝗯𝗲𝗿 𝟯𝟭.

Using your Q4 to tax plan should start with where the business actually stands. From there, we can figure out which conversations are worth having and which ones can wait.

If your business looks different than it did in January, book a consultation with Everett Tax Solutions and let’s see whether your tax plan needs to catch up.

https://calendly.com/lusundraeverett/business-consultation?back=1&month=2026-05

10/06/2026

Are you confident your firm's AI use holds up under Circular 230?

Generative AI is showing up in more and more tax practices, but it hasn't changed who's accountable for the work that goes out the door.

Join me on October 20 at 2PM ET for:
𝗔𝗜, 𝗘𝘁𝗵𝗶𝗰𝘀 & 𝗖𝗶𝗿𝗰𝘂𝗹𝗮𝗿 𝟮𝟯𝟬: 𝗧𝗵𝗲 𝗧𝗮𝘅 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹’𝘀 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝗻 𝘁𝗵𝗲 𝗔𝗴𝗲 𝗼𝗳 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲

This 100-minute ethics course examines how existing Circular 230 obligations apply when generative AI is part of the workflow, from due diligence to written advice standards.

You'll learn how to:
• Apply the competence and due diligence standards under Circular 230 to AI-assisted work
• Meet written advice requirements when AI tools are involved in preparing that advice
• Maintain proper supervision over AI use within your firm
• Protect confidentiality and comply with IRC § 7216 when using AI tools
• Verify AI-generated research before it reaches a client or a return

𝗖𝗹𝗶𝗰𝗸 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿: https://www.bigmarker.com/ETSTaxInstitute/ai-ethics-circular-230-the-tax-professional-s-responsibility-in-the-age-of-artificial-intelligence

10/05/2026

Not every tax problem starts with the same issue, so I don’t believe every taxpayer should get the same answer.

A small business owner dealing with payroll taxes needs a different conversation than someone responding to an audit.
An IRS balance may lead us in another direction.

Back taxes, missing returns, notices, payment concerns, and trust fund recovery issues can all come with their own set of details.

That’s why I want to understand what’s actually happening before we start talking about a solution.

ETS Tax Relief works with individuals and small business owners who have tax problems to solve.

We’ll take a closer look at the situation, help you understand what needs attention, and work through the next steps with you.

Tax problems are stressful enough. 𝗘𝗧𝗦 𝗧𝗮𝘅 𝗥𝗲𝗹𝗶𝗲𝗳 𝗶𝘀 𝗵𝗲𝗿𝗲 𝘁𝗼 𝗵𝗲𝗹𝗽 𝗰𝗮𝗿𝗿𝘆 𝘀𝗼𝗺𝗲 𝗼𝗳 𝘁𝗵𝗮𝘁 𝘄𝗲𝗶𝗴𝗵𝘁.

Visit ETSTaxRelief.com.

10/02/2026

Missed the live session? The course is now available on demand!

𝗗𝗲𝗽𝗿𝗲𝗰𝗶𝗮𝘁𝗶𝗼𝗻: 𝗖𝗼𝗺𝗺𝗼𝗻 𝗘𝗿𝗿𝗼𝗿𝘀 𝗮𝗻𝗱 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 is officially available as a self-paced course so you can earn your CE credits on your schedule.

This comprehensive course covers:
• Current depreciation dollar limits and bonus depreciation percentages
• MACRS conventions, methods, and how to apply each one correctly
• Section 179 deduction rules, dollar limits, and phaseout thresholds
• Bonus depreciation eligibility and how it stacks with Section 179
• Depreciating real property and listed property, and the most common errors practitioners make

With real-world examples and case studies throughout, this course gives you a practical framework you can apply immediately to any return involving depreciable business property.

𝟮 𝗜𝗥𝗦 𝗖𝗘 𝗖𝗿𝗲𝗱𝗶𝘁𝘀
𝗔𝘃𝗮𝗶𝗹𝗮𝗯𝗹𝗲 𝗼𝗻 𝗱𝗲𝗺𝗮𝗻𝗱 𝗻𝗼𝘄

𝗘𝗻𝗿𝗼𝗹𝗹 𝘁𝗼𝗱𝗮𝘆 -> https://etstaxinstitute.thinkific.com/courses/depreciation-for-tax-professionals

10/01/2026

Running a tax firm asks more of you than technical knowledge.

You can know the rules, forms, calculations, and representation procedures and still feel like the firm itself needs better structure.

That's where conversations around workflow, service offerings, tax representation, marketing, firm management, and client experience become important.

Join us at this year’s 𝗘𝗻𝗿𝗼𝗹𝗹𝗲𝗱 𝗔𝗴𝗲𝗻𝘁 𝗙𝗶𝗿𝗺 𝗕𝗼𝗼𝘁𝗰𝗮𝗺𝗽 to take a closer look at how the work gets done, how clients move through your process, and what may need to change so your firm can support the level of service you want to provide.

If you’re ready to think beyond the return and strengthen the firm behind the work, I’d love to see you there.

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://www.americasfavoriteea.com/event-details/enrolled-agent-firm-bootcamp-2026

Address

Chesterfield, VA
23838

Opening Hours

Monday	10am - 2pm
Tuesday	10am - 2pm
Wednesday	10am - 2pm
Thursday	10am - 2pm
Friday	10am - 2pm

Telephone

+18774829411

Website

https://homebiztaxlady.com/, https://www.instagram.com/homebiztaxlady/, https://www.youtube.com/channel/UCMrbJqlJ3DG7XoB

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