Modern Office
This 4-letter acronym stands for "Working From Home."
What is WFH?
This is the date known as "Tax Day" in the U.S. for the year 2026.
What is April 15th?
This famous Chicago mobster was never convicted of murder, but was famously sent to prison for tax evasion.
Who is Al Capone?
This is the number of the most common individual income tax return form.
What is Form 1040?
If you receive a new customer contact within the last 15 minutes of your shift, your primary goal should be to perform this action to avoid working late.
What is schedule a follow-up appointment?
This common phrase is often used in emails when you want to revisit a topic at a later, unspecified date.
What is "Circle back"? (Also acceptable: "Put a pin in it")
This 3-letter agency is responsible for collecting taxes and enforcing the Internal Revenue Code.
What is the IRS?
In 1987, the IRS began requiring Social Security numbers for dependents; overnight, 7 million of these "disappeared" from tax rolls.
What are children?
If you aren't married and have a child living with you, you likely file under this status.
What is Head of Household?
While "complete doc readiness" isn't required to start, experts are encouraged to use the "Prepare Return" milestone to aim for this specific completion timeframe.
What is the same day?
According to a popular office meme, this "could have been an email."
What is a meeting?
This type of "reduction" is subtracted from your gross income to lower your taxable income.
What is a Deduction?
In the state of New York, a "bagel" is tax-exempt, but it becomes taxable if the shop performs this action to it.
What is slicing it (or toasting it)?
For 2026, the "Standard Deduction" for a single filer is approximately this amount (within $500).
What is $16,100?
In a "Digital TPA" experience, you can tell the client didn't speak to a human assistant if the History tab shows this specific technical question code.
What is "fsSyncSkipBoth"?
In 2020, this video conferencing platform became a household name, seeing its daily participants jump from 10 million to over 200 million.
What is Zoom?
Unlike a deduction, this "dollar-for-dollar" reduction actually lowers the final amount of tax you owe.
What is a Tax Credit?
Country legend Willie Nelson released an album titled "The IRS Tapes" in 1991 to help pay off this amount of debt (within $5 million).
What is $16.7 million? (Accept $10-$20M)
If you can't file by April 15th, you file Form 4868 to get an automatic 6-month one of these.
What is an Extension?
If a return is selected for Quality Review and the reviewer finds an issue, the expert will see the status change to this 3-word alert.
What is "Expert Action Required"?
This term refers to the psychological phenomenon where employees feel like "frauds" despite being highly competent.
What is Imposter Syndrome?
This status, abbreviated "AGI," represents your total income minus specific "above-the-line" adjustments.
What is Adjusted Gross Income?
This physicist once famously said, "The hardest thing in the world to understand is the income tax."
Who is Albert Einstein?
This is the specific name for the tax you pay on the profit from selling an asset like a stock or a house.
What is Capital Gains Tax?
To ensure the highest level of accuracy before filing, experts are instructed to compare the current year "print for review" PDF against this specific document to understand material differences.
What is the prior-year return?