President Trump and his Department of Government Efficiency ("DOGE") have made quite an impact on the IRS and taxpayers, from reduced staffing to a significant drop in compliance to a delay in tax refunds. An unforeseen consequence of the push to reduce staff and increase online efficiency is the impact on data security, and why every tax pro is no…

So, where do you begin when building a premier accounting and tax practice? How do you train and manage staff, expand services, and turn your firm into a self-sustaining business? Universal Accounting founder and CEO Roger Knecht joins Eric Green to break down the mindset and strategies needed to transform your practice from a self-employed job int…

Screw the IRS - it is the state Dept of Revenue that you need to fear! In this week's episode, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, to discuss state enforcement horror stories and how things can quickly go off the rails when the state decides it needs more money. They review personal horror stories and explain why you need to be a…

Is the IRS Whistleblower program a waste of time? Maybe, depending on your potential case and how it is handled. On this week's podcast, Eric is joined by Bryan Skarlatos from Kostelanetz LLP, a true heavyweight in tax controversy. They bring their extensive experiences to the discussion and offer insights into what they think works, what doesn't, …

Want to learn to solve any tax debt problem? In this week's episode, Eric Green reviews the five simple steps to solve any taxpayer's worst tax nightmare. From getting clients into compliance to navigating offers in compromise, Eric shares the exact process he uses to resolve cases and secure life-changing results for taxpayers. Whether you’re a ta…

Want to dominate your area's IRS representation market? Want to own your city's tax advisory internet turf? You need to understand that planning to compete is simply not enough. You must set out to dominate your competition. To do that does not require some advanced degree or some weird level of intelligence. You just simply need to become obsessed…

The commoditization of the tax preparation business pushed many people away from hiring accountants. Dawn Brolin, a Certified Public Accountant and Fraud Examiner, joins Eric Green to emphasize why the focus must be shifted to relationship pricing, which makes the client-accountant connection much more meaningful. They review what taxpayers get wro…

Donald Trump and Elon Musk are threatening to gut the IRS. What will the IRS look like? What will be the fallout of this for taxpayers and their tax pros? In this episode, Eric Green and Carlos Samaniego cover the good, the bad, and the ugly that will likely come from the downsizing of the IRS. Navigating anxiety and confusion, they discuss how aut…

Help clients save tens of thousands of dollars in taxes! Joining Eric Green on this week's podcast is CPA and Tax Plan IQ founder Dr. Jackie Meyer. She explains how their tax consulting works, how the ROI sells itself, and how to use it best to maximize your practice and end the squeeze of cheap fees. If you want to try it out and see for yourself,…

Ever received a call from a potential client with a tax mess so overwhelming you do not even know where to begin? We handle cases like this all the time. The first step is simple: relax – you’ve got this! In this week's episode, Eric Green dives into the art of tackling even the toughest tax case. Learn how to break down the chaos, create a plan, a…

As the 4th annual Tax Rep Summit wraps-up in Orlando, Tax Rep Network founder Eric Green gets us caught up on what “Reasonable Compensation” is, how the IRS views it, and what every Tax Professional needs to know about it now that the IRS is targeting S Corp owners that fail to meet its standards. Eric also discusses how to use RCReports to not onl…

In this week’s podcast Eric is joined by Tax Rep Coach Felecia Dixson to discuss the new automated organizer by Liscio and why it will change the way you run your tax practice forever. From the automation to gather the client information to working with Gruntworx to automate the tax return input, the new Liscio Automated Tax Organizer will revoluti…

Eric Green, Founder of Tax Rep Network talks with Rob Ferrini of McGowan Pro, a cybersecurity insurance company specializing in mitigating accounting firm cyber risks. Since 1998, McGowan Pro has specialized in providing professional liability-related insurance products to accountants, investment advisors, attorneys, and other professionals. Their …

Joining Eric in this week’s podcast is Alastair Day from Nice job to discuss the 5 ways you can turn reviews into revenue. Eric will share his experience utilizing the software to go from 150 to over 400 five-star reviews!

In this episode Eric chats with Tax Rep Member Jo-Ann Weiner on her trip from IRS desk auditor to Revenue Agent and Supervisor to handling all the restitution based assessments for the IRS in criminal tax matters. They also discuss her transition from the government to private practice and her current focus on philanthropy and giving back, along wi…

In this week’s podcast, Eric Green reviews the basics of an IRS Offer-in-Compromise, discusses the upcoming Offer-in-Compromise workshop on June 11th, and explains why 2024 is the perfect year to master this critical skill. Learn how understanding this powerful tax resolution tool can help you build your practice and add that extra $100,000 of inco…

Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals.

Frank Tumminello from File Forms joins Eric again to discuss the current status of the Corporate Transparency Act, the impact of the Alabama Federal Court ruling and what the best advice for clients is right now who need to get Beneficial Ownership filings done.

In this week’s podcast Heather Satterly, the Director of Education and Media for Woodard sits down with Eric to discuss the highlights of this year’s conference, and she and Eric discuss why the conference is such an unbelievable experience for both training and software solutions.

In this week’s episode we share the webinar Eric just did with Rocco Steco, the IRS Director of Collection Policy, so you can hear where enforcement is right now and when to expect the surge that is coming later this year.

Joining Eric on this week’s podcast is Arun Mehra of Samera Global to discuss how he built his accountancy firm in the UK and ended up building his own team in India to support his growing practice and maximize his return.

Joining Eric on this week’s podcast is Austin-based CPA Chase Insogna, who discusses how he set up his accounting practice to maximize his wealth and those of his clients.

Eric is joined again by the CFO Project’s Adam Lean to discuss how adding CFO services to your practice can drive both better work-life balance but increase the bottom line significantly and get you working with better clients and working way less hours.

Joining Eric on this week’s podcast is Jennie Moore and Matt Kanas from Ignition to explore the essential tools and strategies for a successful tax season, including automation of letters and correspondence with your clients.

In this week’s episode, Eric Green and Michelle Weinstein (host of The Abundant Accountant Podcast) respond to audience questions about relationship pricing — what it is, why it’s a game-changer, and how to implement it with existing clients. They explore how shifting from hourly billing to value-based pricing can create more sustainable, profitabl…

Eric is joined on this week’s podcast by Solvency Now founder Maya Weinreb where they both discuss how they turned what was a side hustle into a million dollar plus business, and why failing is not failure.

Unlock hidden revenue in your tax practice without adding new clients. In this episode, Roger Nemeth of Tax Help Software joins Eric Green to discuss how tax pros can leverage the software to make more money during tax season and become heroes to their clients. Roger shares how account monitoring, penalty abatement opportunities, and proactive IRS …

Eric is joined this week by CPA Chris Mannina where they discuss why cash flow projections are so critical to a business for both planning and understanding where you are and why so many businesses fail.

Kenny Dettman is back and reviewing the corporate transparency act and how File Forms can help accountants and attorneys handle these filings and make money doing so.

Want to dump the low margin bookkeeping work and yet still make money? Would you like to increase this revenue stream and never have to deal with it? Meet Out of the Box Technology (“OOTB”). OOTB allows Eric to offload the bookkeeping work to a third party with a real person to deal with, and have it all taken care of an get paid. Joining Eric is L…

Joining Eric on this week’s Tax Rep Network podcast is The IRS Director of Collection Policy, Rocco Steco, to update us on where the IRS is right now in terms of ramping up enforcement, when can we all expect the enforcement notices to start showing up, and the impact of the ERC credit processing freeze on collection cases.…

Joining Eric on this week’s podcast is Alex Oxford from Tax Valet, where he and Eric explain the competitive advantage tax pros can get by leveraging Tax Valet’s service to offload sales tax compliance, and using Tax Valet’s sales tax expertise to help your current clients and grow your own tax practice.…

Eric is joined by Nayo to discuss how she runs her practice completely virtually and how pros can begin the process of doing this and how to maximize profits while doing so.

So you think you want to write a book to show your authority and draw in clients? Know where to begin? Joining Eric Green on this week’s podcast is Paul McManus, author of the Million Dollar Producer and The Short Book Formula to explain the process, the benefits of using authorship to take your practice to the next level, and how to begin, even if…

Want to use your bookkeeping or accounting skills to actually help clients instead of just reporting results? On this week’s podcast Eric is joined by Adam Lean from the CFO Project where they discuss how bookkeepers and accountants can elevate themselves and their bottom line by training up and providing CFO services, making more money, helping cl…

In this week’s podcast, Eric is joined by Charles Corsello and Manny Vetti from TaxCure.com to discuss simple steps to drive more potential clients and what to consider when looking at a digital marketing campaign.

Joining Eric to discuss their upcoming webinar is Andrew Lassise (from the Tech4Accountants Podcast) to discuss PCI Compliance, what every tax professional needs to watch for and what the potential risks are for ignoring this.

On this week’s podcast Eric sits down with Andy Keyso, Chief of the IRS’s Independent Office of Appeals and discusses the impact of the new budget on Appeals, where Appeals is right now in terms of hiring, staffing and case inventory, and the use of Fast Track mediation to resolve issues and which cases are best suited for fast Track Mediation vs a…

Joining Eric on this week’s podcast is Luke Kiely, Chief Information Officer at SmartVault. Luke and Eric discuss the need for back-up and assuring business continuity, some simple steps to do that and the cost of NOT having a back-up plan in place, both literally and figuratively.

In this week’s podcast Eric is joined by Kenny Dettman, CPA, Managing Director with EZ-ERC, and Andrew Rubin, JD, Director of Tax Insurance at WTW, to discuss the latest developments on ERC audits and related tax controversy issues surrounding COVID-19 related tax measures including the FFCRA, ERC, and Section 1202 deferrals. Additionally, Kenny an…

In this episode, Eric discusses Amy’s new book and her journey from CPA partner to National speaker and writer, and the power of self-reflection and how it can help us break free from negative patterns, creating a fresh start in our lives.

Are small cases really the safer bet? In this no-nonsense episode of the Tax Rep Network podcast, Eric Green debunks the small cases myth and explains why choosing "smaller" cases might actually be holding you back. Spoiler alert: the work is the same whether your client owes $30,000 or $30 million — so why not go bigger? Tune in to hear why larger…

Joining Eric on this week’s podcast is the founder of the largest Accounting Technology show Scaling New Heights, Joe Woodard. On this show Joe and Eric discuss ways to improve your practice so you can stop “flapping” and start soaring, the theme of this year’s Scaling New Heights Conference in St. Louis this June. Eric and Joe also get into some o…

Michelle joins Eric again to discuss the issue of selling and why its not what you think it is. They cover how the passion or what you do is what sells, and to focus on what you can do for someone, not the technical.

Mike Villa guest hosts this week’s podcast where he discusses recent hot spots in IRS reporting and enforcement on digital assets and virtual currency with two experts in the field, Damon Rowe (former IRS Director of the Fraud Enforcement Office) and Stacey Ferris, a CPA and CFE who developed a college course on block chain and cryptocurrency that …

If you are handling tax returns with the EITC, tax preparers beware! In this week’s program, Dawn Brolin joins Eric Green to talk about the EITC, what practitioners should be doing, and how the IRS is bringing the hammer down on practitioners.

In this week’s podcast Eric is joined by Randy Crabtree (The Unique CPA Podcast) to discuss the mental health issues tax professionals deal with and what they should be doing about it.

One of the changes made during the pandemic was the increased streamlined agreement for campus collections. Eric discusses the change and what this means for tax pros and taxpayers with back tax debts.

On this week’s podcast Eric reviews Anchor with one of its founders and discusses how he can run his entire practice with it and pay (almost) nothing. Listen in and then go check out Anchor at the link below and see how easy it is to set up clients, get agreements signed, and get paid before you touch that tax return or pick up the phone to call th…

S Corporations can provide savings on self-employment taxes but are subject to reasonable compensation rules. In this week’s program Eric is joined by RC Reports Paul Hamann to review the status of the law right now on what is reasonable in terms of compensation, and what you should be doing for your corporate clients before this tax season starts!…