Projects
Everything I'm building to help tax pros work smarter. Click a project to dive in.
InQ Check-In System
A front-desk check-in and workflow tool built for multi-office tax operations. Your receptionist logs clients in, assigns difficulty ratings so preparers know what they're getting, and the traffic heat map shows exactly when your office is slammed — so you can staff smarter.
Password: TestDrive123
How It Works
Video Walkthrough
Notices Tool
Track every IRS, state, and local notice your clients receive — all in one place. Included as part of InQ Check-In, the Notices Tool keeps you on top of deadlines so nothing slips through the cracks during the chaos of tax season.
What It Does
Video Walkthrough
InQ Ledger
A QuickBooks Desktop alternative that doesn't cost a fortune or force you into the cloud. Full check register, reporting, and no forced cloud migration. Built because we got tired of Intuit's shenanigans too.
Why Another Accounting App?
QuickBooks Desktop is set to sunset in May 2027, and most of the replacements on the market are cloud-based — which isn't what every office wants. InQ Ledger is one of the few true desktop alternatives out there. It's also one of the least expensive, on purpose: when offices move off QuickBooks Desktop, they'll also need to find a new payroll provider, and that's a real added cost. We've built our pricing to account for that, instead of pretending it isn't part of the decision.
Video Preview
Features
InQ Portal
The full client management platform — workflow tracking, automated status notifications, and a client-facing portal where clients can check return status without calling your office. Will eventually integrate with the Check-In System.
How It Connects to Check-In
InQ Check-In and InQ Portal share a database and talk to each other. When a client is checked in up front, they automatically appear in the queue inside Portal — no re-entering client info. The difficulty rating assigned at check-in carries over to Portal too, so preparers immediately know what they're getting. When a preparer assigns themselves to a return inside Portal, that assignment shows up back in the Check-In System, so the front desk always knows who's working what. Check-In is built to be the front desk and admin side of the operation, while Portal is built to be the tax preparer and client-facing side.
Timeline
Targeting June 2027.
Screenshots
InQ Notify
An email blast tool built into InQ Check-In and InQ Portal for sending updates to a large group of clients at once — deadline reminders, office closures, document requests, and more, without exporting a spreadsheet every time.
How It Connects to Check-In & Portal
InQ Notify shares a database with both InQ Check-In and InQ Portal, so your client list is already there — no importing or exporting required. A button inside each program takes you straight into InQ Notify, ready to send.
Screenshots
InQ Designs
Custom websites for tax professionals — not a template shared by thousands of other preparers. InQ Designs builds your site from scratch around your brand, your services, and your story, then keeps it updated for you. Live in days, not months.
How It Works
You send a quick email about your firm — services, story, any third-party links you use (TaxDome, Canopy, etc.), and what you love or hate about your current site. InQ Designs runs that through an AI-powered design pipeline and sends back three genuinely distinct design options — not three color variations of the same template. You pick the one that feels like you, request any tweaks, review a private live preview on desktop and mobile, and approve it when you're happy. Once approved, your site goes live on your domain — or a new one, with the first year free when you register through InQ.
What's Included
A fully custom-built website, hosting, third-party integrations (TaxDome, Canopy, and similar tools), and unlimited updates by email with a 1-business-day turnaround. Need new hours posted, a new service added, a new photo swapped in? Just email it in and it's handled — no logins, no page builders to learn.
Pricing
$49 one-time setup fee, then $99/year. Flat — no tiers, no content packages, no bundles. InQ Portal customers will get the setup fee waived and the first year free once Portal launches.
Tax Pro Toolkit
Free calculators, reference sheets, and utilities for tax preparers. No login required, no strings attached. Built to save you time during crunch season.
What's Available
Three free calculators built to give clients quick, real answers during a consult:
S-Corp Savings — Estimate the potential self-employment tax savings for a client considering an S-Corp election, with FICA comparison logic built in. Great for showing prospects the numbers on the spot.
Penalty & Interest — Calculate IRS failure-to-file and failure-to-pay penalties along with compounded interest, using current and historical rates. Useful for clients who are behind and need to understand what they actually owe.
Price Comparison — Visualize the value of using an independent tax professional versus a national retail chain, based on current NATP survey averages. A simple way to justify your fee.
Tax Preparer Stress Relief
The Facebook community where tax pros vent about clients, share wins, swap tips, and remember they're not alone in this chaos. Thousands of preparers strong and growing.
About the Community
More Than Just Facebook — Member Features on This Site
TPSR isn't just the Facebook group. Creating a free account on tpsr.tax unlocks tools built specifically for the community:
PITA of the Month — Submit your worst client story of the month, vote on the best (worst) submissions, and see who takes home the crown. A little catharsis goes a long way during tax season.
Marketplace — Browse and post listings for practices for sale, job openings, and tax pros looking for work — all within the community, member to member.
Events — Find CE courses and community meetups happening near you, or submit your own event for other members to see.
