This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients.
Latest Episodes
Why I Won't Sign a Comfort Letter
A client asks you to fill out a one page government form. Name, address, how much rent they pay. It only takes two minutes, but I won't do it. Yehuda Tenenbaum and I ...
I Was Making More Than the People I Was Watching
A couple of guys I'd been watching shared their numbers. I was making more than both of them, and I'd started my firm before they did. Plus, I have some great processe...
Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA
In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches...
We Tested AI in Our Tax Firms: Here's What Works & What Doesn't
Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's...
Tax Firm Owners Share Their Story: Evan Schroedel, CPA
In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches...
