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AcadiFi
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ClientFlowIris2026-04-24
eaPart 3Tax Practice OperationsCareer Development

How should a newer tax professional ask for mentorship so the relationship produces better judgment and not just general encouragement?

A real Reddit thread titled 'Seeking Career Advice and Mentorship!' raised an EA exam or tax-practice issue that deserves a cleaner decision framework than the usual forum back-and-forth. I want the exam-ready or practice-ready version of the problem using the actual source signal rather than generic advice. Source context: Hey, I’m a CPA based in NYC with 4+ years of audit experience at a large public accounting firm and \~1.5 years in a corporate accounting role at a private equity firm. Over the last 2 years, I’ve started preparing tax returns on the weekends with an EA, and I love it! I recently

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