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! Check out NiceJob here: https://nicejob.partnerlinks.io/tax-rep-network Register for the free webinar on 9/6 for maximizing you…

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 reviews the basics of an IRS Offers-in-Compromise, discusses the upcoming Offer-in-Compromise workshop on June 11th and and why 2024 should be the year to master this aspect of your practice and use it to build that extra $100,000 of income you’ve wanted! The workshop on June 11th can be found here: https://taxrepllc.com…

Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals. Want to meet Eric, Joe and the TRN team at this year’s Scaling New Heights conference? Go to https://woodard.comEric L Green

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. Want to check out File Forms? https://taxrepllc.com/fileforms516 Join us for the free u…

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. Want to check out Scaling New Heights in 2024? It’s here: SNH 2024…

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. Take a demo with Ignition: https://ignitionapp.info/3TMmfLVEric L Green

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. Want to connect with Arun? https://sameraglobal.com/Eric L Green

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 L Green

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. Interested in the free weekly CFO Masterclass? Register here: https://thecfoproject.com/start-a…

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. Book a demo: Click Here Start a trial: Click Here Link to Ignition website: Click Here…

In this week’s episode Eric and Michelle Weinstein (from the Abundant Accountant Podcast) respond to audience questions about relationship pricing, what it is and how to implement it with existing clients.Eric L Green

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. Want to connect with Maya? https://solvencynow.com/Eric L Green

Roger Nemeth of Tax Help Software joins Eric to discuss the myriad of ways tax pros can leverage the software to make a lot of money and become heroes to their clients. http://taxhelpsoftware.com/trn/Eric L Green

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.Eric L Green

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. Check out File Forms here: https://fileforms.com/ Join us for the 11/15 webinar here: https://taxrepllc.com/20231115-transparencyEric L Green

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. Looking to partner with Tax Valet? https://t…

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. Get in touch with Nayo: https://1ststepaccounting.com/Eric L Green

So you think you want to write a book to show your authority and draw in clients? Know where to begin? Joining Eric 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 you d…

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. Grab your free TaxCure.com listing here: https://taxcure.com/professionals/sign_up Join us for the free webinar on Digital Marketing he…

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. Want to check out the free webinar on August 23rd? register for free here: https://taxrepllc.com/20230823-pci/ Want Andrews…

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. https://www.smartvault.com/eric-green/…

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. Get Amy's new book on Amazon here: CLICK TO GO TO AMAZONEric L Green

In this short discussion, Eric explains why you DON’T want the small cases. Listen in as he explains why you need to get over the number of zeros, and why it’s better to do larger cases.Eric L Green

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. Want to connect with Michelle? Go to: https://theabundantaccountant.com/about/Eric L Green

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. Join Eric on Feb 20, 2023 for Intuit's EITC Enforcement: How to Avoid Becoming an IRS Target: https://taxr…

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.Eric L Green

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.Eric L Green

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!…

In this week’s podcast, Oscar Wimshurst from NiceJob joins Eric to discuss the use of online reviews in building online reputation and obtaining clients. Eric also discusses how TRN used NiceJob to gather those reviews and added 100 Google reviews in a few weeks with little to no effort. Want more 5-star reviews? Check out Nice Job at https://nicej…

In this week’s podcast, Michelle Weinstein from the The Abundant Accountant joins Eric again to discuss pricing your tax services, why this is critical to your financial and personal happiness, and how it maximizes the value of your practice. Eric and Michelle then provide advice on what to do with your practice and clients if you are not charging …

Today, it is critical that everyone have a solid online digital presence. But what does that mean exactly, and what should you prioritize first? Joining Eric on this week’s podcast is Jason Holmes from ThriveFuel to unpack the options and what tax pros should focus on, and what they can add later. Want to connect with Thrive Fuel? Go to https://thr…

Joining Eric on this weeks program in Kareem Carter, the IRS Criminal Investigation (IRS-CI) acting executive director for Global Operations. One of Kareem’s roles is to oversee the IRS’s Voluntary Disclosure program. Kareem and Eric discuss the program and the recent changes, and get into which taxpayers should use Voluntary Disclosure to clean up…

In June, Eric discussed the latest intelligence on what the IRS was thinking in terms of enforcement priorities. What better than to update that with the man himself, Deputy Commissioner Darren Guillot. Darren joins Eric and reviews where IRS enforcement is right now, the latest on the two new campuses, and what is coming down the road for taxpayer…

In this week’s podcast, Eric reviews the latest enforcement updates straight from the IRS SB/SE Commissioner, and how the service will focus on where the unpaid payroll taxes went, as well as undeclared assets in collection cases around crypto-currency and foreign assets. The 6th Annual Criminal Tax Conference is 6/10, catch it live in-person or vi…

Cool

So it’s not a closely-guarded secret that Nellie Akalp, the founder and CEO of Corpnet and Tax Rep’s Eric Green have been scheming to roll-out an entire series of talks on everything professionals need to know about legal entities: choice of entity, formation, operation, mergers and acquisitions, sales and dissolutions, along with everything in-bet…

Joining Eric on this week’s podcast is Jina Etienne, CPA and D&I consultant, speaker and trainer. Jina is a story-teller and draws from her unique background and mix of work experiences to offer examples and share insights designed to increase awareness, appreciation for and understanding of the benefits of being your authentic self. Listen in on t…

Joining Eric this week on the Tax Rep Podcast is Sharrin Fuller. Sharrin is the CEO and founder of Glass Wallet Ventures and is a managing partner in multiple accounting and financial services businesses including A Simple Office Solution. After successfully starting her own virtual practice she scaled and sold it. Sharrin developed the Remote Firm…