Irene Wachsler

CPA at Wachsler CPA

Member since November 2018

Accounting and Finance

Education: University of Lowell - Babson College
Boston, MA, USA

Biography

IRENE WACHSLER, CPA, MBA, is a sole practitioner in Greater Boston, specializing in accounting and tax solutions for small businesses, self-employed individuals, and the film and entertainment industry. She is also experienced in cryptocurrency taxation and IRS Tax Controversy/Problem Resolution.

Irene received her BS in Mathematics with a minor in computer science from the University of Lowell and her MBA from Babson College. Irene’s experience also includes audit work at Deloitte.

Irene is currently the Vice Chair of the New York CPA Society’s Relations with the IRS Committee. She was the Massachusetts Society of CPA’s South Shore Breakfast Forum Coordinator for over 15 years. She is also a published author in the Massachusetts Sum News and Missouri CPA and was interviewed in a podcast with the Pennsylvania CPA Society.

Passion

My passion is helping people. If I can help you out with just about anything, then you've made my day.

Best Story

Family trip in Chicago. I see a book that I want to purchase later on to read. I ask my 18-yr-old niece for a piece of paper so I can jot down the title. My niece tells me that I don't need a piece of paper. Instead, she asks for my phone. We go back & forth for a couple of minutes. I lose and hand her my phone. She takes a picture of the book.
DUH!
She also told me about her iPad w/ pencil.
Another DUH!
Been using my iPad & cloud-based apps & software ever since.

Origin Story

I've presented to lots of various organizations - New England Translators (NETA) Annual Conference, Mass Access Workshops, Mass. Society of CPAs Nonprofit Committee, Acton Networkers, New England Women in Video & Film, New York CPA Society, to name a few.

Example Talks

Learn How to Build Applications in Claude Cowork - IN ENGLISH ONLY - No Coding Experience Required


Learn how to build your own applications - w/out writing a single line of code. Class #1 - We will build an app that prepares 12 months of a client's bank statements and categorizes these transactions in a spreadsheet so that you're ready to prepare your client's tax returns, Form 433s, etc. You will learn how to write your own applications using Claude Cowork w/out having to write a single line of code

Practical AI Applications for Small and Solo CPA Practitioners

This presentation will cover recent advancements in AI and their potential impact on the tax industry. We will explore how small and solo practitioners can take advantage of these developments to enhance efficiency. You'll learn about cost-effective and practical tools to create an AI bot that can assist with tax resolution, financial statement review and analysis, and other tax-related tasks, all without straining your budget.

I Know How to Cure Insomnia

Suffer from insomnia? Read the IRS tax code. Guaranteed to put you to sleep.

Cloud-Based Apps

Sharon Men's Club (4/30/19)

Accounting / Bookkeeping for Independent Contractor / Small Biz; Cloud-based accounting; Mass Film Tax Credit

Upcoming presentation for Women in Film & Video at Talamas (1/16/19)

New Tax Law - Impact on Folks Working in Gig Economy / Looking for Job

Upcoming talk with Acton Net Workers (1/11/19)

Cloud-Based Accounting Applications

Presented at MassBay CPAs (8/15/18) and Mass. Society of CPAs Nonprofit Committee (9/20/18)

Nonprofit Board Governance, Best Accounting Practices for Small Entities

Fall 2018 Mass Access Meetings - Spoke in Foxboro Cable Access (9/17/18), Pittsfield Community TV (9/24/18) and Wilmington Community TV (10/2/18)

Topics/Keywords

accounting nonprofit film tax credit taxes self employed independent contractor cloud based accounting gig econom small business trusted business advisor mass film tax credit financial emergency readiness kit ai artificial intelligence
I am willing to travel more than 100 miles
Yes
I speak for the exposure for myself and my company

Best Story

Family trip in Chicago. I see a book that I want to purchase later on to read. I ask my 18-yr-old niece for a piece of paper so I can jot down the title. My niece tells me that I don't need a piece of paper. Instead, she asks for my phone. We go back & forth for a couple of minutes. I lose and hand her my phone. She takes a picture of the book.
DUH!
She also told me about her iPad w/ pencil.
Another DUH!
Been using my iPad & cloud-based apps & software ever since.

Origin Story

I've presented to lots of various organizations - New England Translators (NETA) Annual Conference, Mass Access Workshops, Mass. Society of CPAs Nonprofit Committee, Acton Networkers, New England Women in Video & Film, New York CPA Society, to name a few.

I am willing to travel more than 100 miles
Yes
I speak for the exposure for myself and my company

Example Talks

Learn How to Build Applications in Claude Cowork - IN ENGLISH ONLY - No Coding Experience Required


Learn how to build your own applications - w/out writing a single line of code. Class #1 - We will build an app that prepares 12 months of a client's bank statements and categorizes these transactions in a spreadsheet so that you're ready to prepare your client's tax returns, Form 433s, etc. You will learn how to write your own applications using Claude Cowork w/out having to write a single line of code

Practical AI Applications for Small and Solo CPA Practitioners

This presentation will cover recent advancements in AI and their potential impact on the tax industry. We will explore how small and solo practitioners can take advantage of these developments to enhance efficiency. You'll learn about cost-effective and practical tools to create an AI bot that can assist with tax resolution, financial statement review and analysis, and other tax-related tasks, all without straining your budget.

I Know How to Cure Insomnia

Suffer from insomnia? Read the IRS tax code. Guaranteed to put you to sleep.

Cloud-Based Apps

Sharon Men's Club (4/30/19)

Accounting / Bookkeeping for Independent Contractor / Small Biz; Cloud-based accounting; Mass Film Tax Credit

Upcoming presentation for Women in Film & Video at Talamas (1/16/19)

New Tax Law - Impact on Folks Working in Gig Economy / Looking for Job

Upcoming talk with Acton Net Workers (1/11/19)

Cloud-Based Accounting Applications

Presented at MassBay CPAs (8/15/18) and Mass. Society of CPAs Nonprofit Committee (9/20/18)

Nonprofit Board Governance, Best Accounting Practices for Small Entities

Fall 2018 Mass Access Meetings - Spoke in Foxboro Cable Access (9/17/18), Pittsfield Community TV (9/24/18) and Wilmington Community TV (10/2/18)

Topics/Keywords

accounting nonprofit film tax credit taxes self employed independent contractor cloud based accounting gig econom small business trusted business advisor mass film tax credit financial emergency readiness kit ai artificial intelligence