It’s no secret that the IRS is underfunded right now.  It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the IRS. 

Our guest this week is Tom Nally, who’s recently launched Tax Now to help taxpayers and their professionals navigate this landscape.  The platform syncs up with the IRS database and simply notifies you when there are updates to your account.  It’s a sorely needed tool, and Tom walks us through what he’s built and how the launch has gone.

We also cover an article about Trump’s interest in allowing the sitting president more control over monetary policy, and summarize a volatile week in the markets.

Resources

Trump’s Plans Stir Fears for Fed Independence, Inflation

wsj.com/politics/elections/trumps-plans-stir-fears-for-fed-independence-inflation-689bc113

Connect with Tomas Nally

LinkedIn – linkedin.com/in/tomasnally/

Website – taxnow.com/

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I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.