Hey, I'm AJ Ayers.
"How to Build a Tax Practice Inside Your RIA"
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Creative Money
New Financial Rules for Artists, Innovators, and Misfits. My book from Penguin Random House, available for pre-order now.
Pre-Order →
Money Changes Everything
My Substack on personal finance, creative careers, and what it actually means to build wealth on your own terms.
Subscribe →Build Your Tax Practice
The resources behind every step of the talk.
Our 1040 Workflow In Karbon
You need a document request tool with a structured checklist (and no, Box doesn't work). Your clients will have a million questions and will ignore you without one. Here's how we run 1040s in Karbon, plus their free tax template to start from.
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Become An Enrolled Agent
Fast Forward Academy's EA exam prep: the course I'd point any planner to who's ready to add tax credentials.
Start Studying →Pick Your Prep Software
Start lean and don't buy enterprise tools for a handful of returns. Upgrade as volume and complexity grow.
Volunteer With VITA
Volunteer Income Tax Assistance is the best way to get real returns under your belt while helping your community.
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Co-Founder Of BKFi
Ally Jane (AJ) Ayers, CFP®, is the co-founder of Brooklyn Fi, a financial planning firm built for tech professionals and creative business owners navigating equity compensation, IPOs, and complex financial lives.
She combines a background in writing and music with deep expertise in tax planning and financial strategy, and she co-hosts The Liquidity Event podcast with Shane Mason.