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Practice Profile: Dreaming up a better tax season

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Accounting firm ASE Group does not do taxes on April 15, and its employees don’t work Fridays.

That’s the vision founder Al-Nesha Jones conjured up when she asked herself: “What would tax season look like if we had our way?”

Flexibility was a foundational principle for Jones in establishing her New Jersey-based practice in 2016, after she felt rushed back to work at her corporate job following maternity leave.

(From left to right) ASE Group founder Al-Nesha Jones, comptroller Ugo Williams, and chief of staff Amanda Hansley
(From left to right) ASE Group founder Al-Nesha Jones, comptroller Ugo Williams, and chief of staff Amanda Hansley

tamara fleming photography

By the time the pandemic hit four years later, Jones and her fully remote team of four had already mastered the new working models that COVID would normalize, but that period also inspired her to expand the practice from pure tax preparation to full-service accounting.

“We were catering to client needs — whatever brought the money in,” Jones recalled. “We didn’t get serious about [expanding] until the pandemic, when we realized people wanted more. Providing tax prep work was not enough. In a short period, people became day traders, moved out of state … We needed to pivot in the way we operated. We now offer a full-service solution to clients — accounting, tax prep, advisory. It entirely changed how we feel about the profession, how busy season feels. All good changes came out of it.”

However, Jones acknowledged, there was one bad change: having to cut the clients that did not align with the pivot.

“We like to think of it as finding a place that’s a better fit for them,” she explained.

The firm currently serves about 150 clients — specifically individual small-business owners who live or work in New Jersey, New York or Pennsylvania and are sole proprietors or single-member LLCs — though ASE is “slowly working [its] way down to 100.”

Jones exercises empathy in letting these clients go, explaining that the firm has outgrown their more simple service requirements. “We give them plenty of time to evaluate their options,” she said. “When we are parting ways, we don’t say, ‘You can’t stay anymore,’ we give a one-on-one explanation that, ‘You’d be a one-off to us, and that’d be a disservice to you.”

Jones also gives departing clients references to other accountants that specialize in their industry, with the caveat that ASE gets no commission, and they should do their own due diligence.

“We felt better not just sending them out in the wild,” she said, adding that these conversations often happen right after tax season, “so they have six-plus months to seek another accountant. We also provide one hour of transitional services at no additional charge. We gather documents; we are happy to do that at no additional fee. The intent is to not make it any more difficult than it needs to be. I’m training

my own brain: This is better for everyone. We do what’s best for them, and better for us also. Better for both parties. We get the capacity back to serve the clients we’re best equipped to serve.”

What Jones has also found to be universally beneficial is her team’s four-day work week. While her staff is all women, Jones said that it just “sort of worked out that way” after the interviewing process yielded women (and mothers) as the best candidates.

“What I love about working with moms is they tend to get it done, with an any-means-necessary attitude,” Jones shared. “I don’t condone an environment where you burn yourselves out. Moms are creative in their solutions and pivot well. This team adjusts quickly to change.”

No-email Fridays

It was Jones’ own adjustment period, launching her firm with a newborn in tow after she “didn’t want to be rushed back to work sooner than ready” in her prior job, that inspired her team’s flexibility.

In April 2016, she started renting an office with a security deposit and a promise to the landlord that, although she didn’t currently have the first month’s rent, she soon would.

That June and July, she started paying for the office space in the building where ASE Group still resides, though she is the only one of her virtual team who comes in.

“In the first 20 months of running the business, I was bringing my daughter to work two to three times a week,” Jones shared. “I was on meetings with her, Zoom calls; I nursed during meetings. In hindsight it sounds crazy.”

Jones’ philosophy of balancing work and personal life persists in the way her firm supports colleagues who “all prioritize family,” whether that’s a sick child or caring for a parent, as long as staff is accountable and takes care of their work. Productivity is also expected in ASE’s shorter work weeks, which were born out of COVID.

“With so much going on, as a mom of three children, with remote learning, a husband working from home — it was a challenging time to take a small breather… I felt so unbalanced working five to six days a week,” she explained.

“I explored four-day work weeks during the summer to see how clients would adjust,” she continued. “They were the easiest. Then to see how we adjust. What efficiencies of a normal work day can get done in four days instead of five days. I absolutely work some Fridays because of travel and school schedules. But we schedule no meetings or calls on Fridays, with no exceptions.”

While employees can of course still get work done as necessary, instituting the no-email and no-calls rule is so staff “don’t create unnecessary expectations,” Jones explained. “Friday is all of our days off — no one sends messages to anybody. You get to enjoy your Friday off.”

Both this policy and ASE’s mandate to get clients’ tax preparation work done well before the Internal Revenue Service deadline requires planning and adjusting client messaging.

“We revamped the process and changed the way we communicate with clients,” Jones said. “We had to start from scratch and reverse-engineer how it would work. It started with what we wanted it to look like, not the systems or software, but blue-sky thinking, what tax season would look like if we had our way. What it would look like was: no surprises, talking to clients during the year. We talk to clients at least four times a year. We call 30 days before the estimated tax deadline.”

ASE Group works under internal deadlines. “We don’t care about the April 15 deadline for tax,” Jones said. “We only operate under our own deadlines, which tend to be at least two weeks before external deadlines. If, God forbid, we can’t meet internal deadlines, we can breathe easy with a buffer in place.”

ASE staff meet these self-imposed deadlines with more frequent client communication and weekly team calls internally.

Jones said it’s OK if two or three clients end up falling closer to the April or October deadlines, but “if half of clients go on extension or wait until October, there’s panic. It doesn’t have to be that way, and if the client likes to operate like that, it’s not a good fit.”

Advisory is the cure

Jones was not even sure the accounting profession was a fit for her until she participated in the Goldman Sachs 10,000 Small Businesses program and learned to conceptualize a new future for her career.

“I was thinking, ‘I’m not a good accountant, I can’t do this, it’s way too stressful,'” she explained. “It was realizing it’s not tax I hated, but the constant working toward deadlines, doing things last minute, all a surprise. But it’s not. It’s one of the easiest, most predictable industries. You can plan due dates. Operating with blue-sky thinking, I could step away from what I’m doing now, and it taught me what it could be like and how to make that a reality.”

ASE Group’s lower-stress tax seasons involve scheduled phone calls to check in on clients’ current financial needs and lean more into the advisory side of tax planning.

“What you need first, is advisory all throughout the year,” she said. “So that at the end of the year it’s not a pop quiz — what am I going to do on my taxes? It doesn’t have to be a surprise. I hate delivering bad news, and I also hate surprises. It’s like Groundhog Day, telling people [what to do on their taxes] … having the same conversations over and over again. People expected that they did all they needed all year, then dump it on their accountant. I’m not a magician. I felt so anxiety-ridden. The cure for that suffering is advisory.”

ASE’s regular client calls — scheduled six months out — also alleviate other common ailments, like financial anxiety and procrastination.

“It’s getting us in the position to help them reduce surprises,” Jones explained. “By the time tax season rolls around, it’s just filing season. Not strategizing season, not planning season. When a child has a test, like the SATs, they don’t show up on test day ready to study. When they show up to the test, they make sure they had a good night’s sleep, they ate breakfast, and they sharpened their pencils. All year is study season.”

The phone calls are mandatory, whether or not clients have updates. “Some clients don’t have anything new to tell you. Those clients don’t have to use all the time — if they get on the phone and tell me absolutely nothing … I’m happy to end the phone call early. The beauty is creating a routine, the consistency of it.”

Often, however, clients who think they have nothing new to report realize that they do when Jones and her colleagues engage them in more casual conversation leading to relevant life updates.

“Sometimes they struggle with financial anxiety, and don’t always want to tell you things aren’t great,” Jones shared. “The conversation is relaxed, and those conversations become more fluid and open.”

“We don’t want you to go on Google and Tiktok trying to be your own advisor,” she continued. “We ask that you allow us to prepare you for what creates an issue versus what doesn’t. We are talking in conversations about kids, family trips. In those conversations we have an agenda of listening to what they are saying … . If [for example] they are thinking of starting a new job, ‘We can help you complete a W-4.’ Something we can support you in.” AT

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Senate Dems probe IRS chief nominee Billy Long’s campaign donations

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Billy Long speaking at a Donald Trump campaign event
Billy Long speaking at a Donald Trump campaign event

Al Drago/Bloomberg

The week before confirmation hearings for President Donald Trump’s nominee for commissioner of the Internal Revenue Service, former Missouri Congressman Billy Long, Democrats in the Senate are asking questions about the timing of campaign donations he received immediately after his nomination.

In a letter sent last Thursday to seven different companies — including an accounting firm, a tax advisory services firm, and a financial services provider — Democratic Senators Elizabeth Warren, D-Massachusetts, Ron Wyden, D-Oregon, and Sheldon Whitehouse, D-Rhode Island, questioned donations that the companies and some of their employees made to Long in the month and a half after his nomination in early December of 2024.

Between Dec. 4, 2024, and the end of January 2025, the letters said, Long’s unsuccessful 2022 campaign for Senate received $165,000 in donations — after nearly two years without receiving any — and his leadership PAC received an additional $45,000.

The donations allowed Long to repay himself the $130,000 balance of a $250,000 loan he had personally made to his campaign back in 2022.

(Read more:DOGE downsizing, IRS commissioner switch complicate tax season.“)

The senators’ letters described the donations as “a highly unusual and almost immediate windfall,” and characterized many of the donors as being “involved in an allegedly fraudulent tax credit scheme.”

“The overlap between potential targets of IRS investigations and the list of recent donors heightens the potential for conflicts of interest and suggests that contributors to Mr. Long’s campaign may be seeking his help to undermine or avoid IRS scrutiny,” the letters said; adding, “This brazen attempt to curry favor with Mr. Long is not only unethical — it may also be illegal.”

The senators then warned, “There appears to be no legitimate rationale for these contributions to a long-defunct campaign other than to purchase Mr. Long’s goodwill should he be confirmed as the IRS commissioner,” before appending a list of approximately a dozen questions for the donors to answer.

The donations were originally discovered in early April by investigative news outlet The Lever, which the senators noted in their letters.

After Long left Congress in 2023, he worked for a tax consulting firm, including promoting the COVID-related Employee Retention Credit. In early January, Sen. Warren sent a letter to Long questioning his tax credentials and promotion of the ERC.

The IRS has run is now on its fifth acting or regular commissioner since President Trump announced his intention to nominate Long; a number of the commissioners resigned or were removed over policy differences with the administration and its Department of Government Efficiency.

Long’s confirmation hearing before the Senate Finance Committee is scheduled for this Tuesday, May 20.

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Trump berates Republicans to ‘Stop talking,’ pass tax cuts

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Donald Trump listens to a question while speaking to members of the media before boarding Marine One on the South Lawn of the White House in Washington, D.C.
Donald Trump

Al Drago/Bloomberg

President Donald Trump called on members of his party to unite behind his economic agenda in Congress, putting pressure on factions of lawmakers who are calling for last-minute changes to the legislation to drop their demands.

“We don’t need ‘GRANDSTANDERS’ in the Republican Party,” Trump said in a social media post on Friday. “STOP TALKING, AND GET IT DONE! It is time to fix the MESS that Biden and the Democrats gave us. Thank you for your attention to this matter!”

Trump sent the post from Air Force One after departing the Middle East as the House Budget Committee was meeting to approve the legislation, one of the final steps before the bill can move to the House floor for a vote.

House Speaker Mike Johnson has set a goal to pass the bill next week before the House recesses for its Memorial Day break.

However, the the bill failed the initial committee vote — typically a routine, procedural step — with members of the party still sparring over the scope of the cuts to Medicaid benefits and how much to raise the limit on the state and local tax deduction.

Narrow majorities in the House mean that a small group of Republicans can block the bill. Factions pushing for steeper Medicaid cuts and for an increase to the SALT write-off have both threatened to defeat the bill unless their demands are met.

“No one group gets to decide all this stuff in either direction,” Representative Chip Roy, an ultraconservative Texas Republican advocating for bigger spending cuts, said in a brief interview on Friday. “There are key issues that we think have this budget falling short.”

Trump’s social media muscle and calls to lawmakers have previously been crucial to advancing his priorities and come as competing constituencies have threatened to tank the measure.

But shortly after Trump’s Friday post, Roy and fellow hardliner Ralph Norman of South Carolina appeared unmoved — at least for the moment. Both men urged continued negotiations and significant changes to the bill that could in turn jeopardize support among moderates.

“I’m a hard no until we get this ironed out,” Norman said. “I think we can. We’ve made progress but it just takes time”

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97% say CPA firms not using tech efficiently says survey

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While CPA firms far and wide have made major technology investments over the years, the vast majority of accountants say they’re not being used to their full potential. 

This finding comes from a recent survey undertaken by CPA.com and payment solutions provider Bill. The 400-person poll found that nearly all respondents, 97%, say they use technology inefficiently and that additional training is needed to maximize return on investment. Further illustrating the point, 43% of respondents said that technology is making them do more manual work, not less, something. Becky Munson, an Eisner Amper partner specializing in outsourced accounting services, believes this reflects a failure of training and change management, as she has seen many who disliked a technology change develop manual workarounds specifically to avoid using the new solutions. 

“We see employees make workarounds with tech stacks, which makes headaches that I think align with this 43%. We train people on new things, we ask them to use them, and they keep doing what they were doing before and only use the technology as much as they have to [in order to] move things along while you have people well trained on the software keeping up,” she said in a webcast on Thursday about the survey. 

Inefficient

Ariege Misherghi—senior vice president and general manager of accounts payable, accounts receivable and the accountant channel—said the issue isn’t just because of firms but also vendors that don’t provide enough support, and may not necessarily understand the profession in the first place. 

“Too often I think tools aren’t fully aligned with the workflows they’re meant to support. In SaaS they talk about product-market fit, but in this profession it’s not just that but also product-firm fit, and maybe product-profession fit. Not every tool marketed to accountants was built by people who truly understand how this profession works: the rhythms, the regulations, the stakes, the relationships, all of that. And even the greatest tools can fall short if they’re not implemented with a deep understanding of how firms really operate,” she said. 

And sometimes the inefficiencies come from both sides at once: the survey found that only 37% of firms require clients to use their tech stack, something that Munson said “breaks my heart” as “it is so low.” A streamlined, established tech stack is needed to achieve true economies of scale, but to get there firms need to standardize their data, and to do that firms need to make sure their clients’ data is also standardized, which usually means integrated tech stacks. 

“If you have all these different clients with all these different technologies, even if your own tech stack is standardized the systems they use is different, so the kind of data you will get will be different, and the work you need to do to make it work with your data is different, and your team spends a lot of time spinning their wheels,” she said. “Once you get standardized, where everything back and forth from clients is the same, you get to see how well the teams can do their work.” 

One source of inefficiencies is a rushed implementation. Munson said that, too many times, firms are so eager to get a solution working that they don’t pay attention to all its capacities, just the ones they need right now, but once the basics are down firms still don’t circle back on the rest of the features and how they can be used to drive efficiency. 

“Most of us have been through an implementation, either in the practice or with a client, where you’re just like ‘anything to get it working. Forget about all the fancy things it does. We just needed to do the basics right,’ and then we never circle back on those better, more efficient processes. We get to sort of minimal viable, and then we forget to come back and give it an extra polish. And so what we see there is the processes get written for that basic piece, and we never update,” she said. 

But this is part of what both speakers believed was the larger problem of firms getting lost in the details of their tech stacks and not taking a broader, more holistic approach, which would enable more efficiencies. The key component to managing technology effectively, Munson said, is looking not at individual solutions here and there but thinking of the system as a whole. 

“Often, what happens is something’s wrong or something is troublesome in some way. And so [we say] what can we do to fix that one thing? And we don’t think about it holistically and get all the right folks in there so that we’re solving for the right pain points,” she said. 

Misherghi agreed, and added that this holistic extends not only to the technology a firm already has but the solutions they plan to purchase in the future. When evaluating what technology they need, she said leaders need to think not in terms of specific point solutions to particular problems but things that can support the entire workflow—plus, the onboarding, training and ongoing support from the vendor. 

“Don’t just look for features, right? Look for solutions that support your workflows from providers that understand you. For firms, onboarding and training and optimization can’t be an afterthought. They’re essential to realizing value. I think this is where vendor partnerships matter. Firms seeking the strongest results aren’t just using software, they’re collaborating with their providers, they’re staying educated, they’re making sure their tools evolve alongside their needs. The best outcomes happen when your technology partner acts like part of your team, not just part of your toolkit,” she said. 

Misherghi said that the more successful firms she’s seen think less in terms of performing particular tasks but designing an entire system that, through automation, can do those tasks for them. It is less about plugging holes and more about developing a full infrastructure. The survey found that 74% of participants have a detailed plan to add new services in the next 12 month; Misherghi noted that, among these firms, 86% have a detailed technology roadmap, which is “a wonderful mark on the evolution of the profession we’re seeing.” 

She said a good tech roadmap is more like a service design blueprint versus a shopping list. Successful firms, she said, are not just chasing features but designing intentional workflows and systems capable of scalable service delivery. Similarly, she stressed that the provider should be more than just a vendor but a strategic co-architect that can help with growing pains. 

Misherghi said this approach will become especially relevant as AI becomes more common, as integrations will be key to their effective use, which means thinking in terms of the whole system to understand where those integrations should take place. Right now, she said, people think of AI in terms of analyzing data or extracting fields, but with the rise of AI agents will require firms to focus more on coordinating between them. 

“I think the next big leap is when those systems don’t just talk to each other, they act on each other’s behalf. I think the next big inflection point will be moving from automated steps to autonomous workflows, where AI agents aren’t just analyzing data or extracting fields but actually orchestrating tasks across tools based on firm policies and context and that will change the role of the accounting profession: its less time doing the work and more time designing the system for how everything works together. So the firms that will be thriving are those who are building strong infrastructure now because that is what AI needs to deliver on its core value,” she said.

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