Tax Rep Network with Eric Green

Eric Green is joined again by Leighanne Lafrenz Nickle, CPA, to unpack the little-known Section 6511(h) “financial disability” rule and how it can help taxpayers recover refunds even after the normal deadline has passed. They share real case stories, practical strategies, and hard-earned lessons on transcripts, lost returns, stalled refunds, and navigating IRS dysfunction when the system breaks down. A must-listen for tax professionals handling controversy and refund cases.Want to contact Leighanne? Email her at: [email protected] more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode of the Tax Rep Network Podcast, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, for a lively discussion on ERC claims, IRS due diligence audits, preparer penalties, and the growing problem of IRS overreach. Drawing from real cases and frontline experience, they break down what tax professionals need to know about refund deadlines, documentation, aggressive auditors, and why strong representation matters more than ever. If you handle tax controversy work, this episode is packed with practical insight you can use right now.Want to contact Leighanne? Email her at: [email protected] more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Millions of small businesses fall behind on payroll taxes. Uncle Sam is going after payroll taxes criminally in a serious way. So what makes the routine payroll tax case go criminal? Eric is joined on this week's podcast by Former IRS Special Agent and CPA Robert Nordlander. Eric and Rob break down when a business's payroll tax issue is likely to get referred to as criminal, and what the special agents look for in a payroll tax case they decide to take.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

What if you could follow your ideal clients across the internet—for pennies—and turn clicks into long-term revenue? In this episode of the Tax Rep Network Podcast, Eric Green sits down with digital marketing strategist David DeBlasio, founder of DeBlasio New Media Marketing, to break down how retargeting, AI-driven ad platforms, and lookalike audiences are transforming how tax professionals grow their practices. Eric shares the real story behind how retargeting ads dramatically scaled Tax Rep Network—reaching over 150,000 people and driving 16,000 website visitors on a modest budget. Dave explains how even small firms can dominate their local markets using data-backed ad strategies that were once only available to massive corporations.Whether you're a CPA, EA, attorney, or tax resolution professional looking to scale, this episode makes one thing clear: digital marketing is no longer a luxury—it’s the most cost-effective growth engine available.If you're serious about building a million-dollar practice, this conversation is your roadmap.Want to contact Dave DeBlasio? Go to https://deblasiomarketing.com/.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode of the Tax Rep Network Podcast, Eric Green shares a powerful lesson sparked by a conversation with former New York Giants legend Leonard Marshall. Reflecting on the iconic 1990 NFC Championship hit on Joe Montana, Eric breaks down the mindset that separates the ordinary from the elite: never quit.At LSU, Leonard was taught that “the ground is hot” — if you’re down, you get up. Fast. That same mentality applies to building a tax representation practice. Success isn’t built on the easy days. It’s built on the dark, frustrating, stormy days when you want to quit — but don’t.Eric connects this championship-level discipline to growing a million-dollar practice: keep producing content, keep speaking, keep marketing, keep grinding. It must work — if you don’t stop.If you want next-level results, you need next-level persistence. Brick by brick. Play by play. No quitting.

Feeling overwhelmed? You don’t need more hustle—you need a game plan. In this episode, Eric Green sits down with Dr. Rick Wells of Baystate Financial to break down the GAME PLAN framework for getting unstuck, focused, and moving forward with intention. They talk mindset, identity, discipline, and why real progress starts with who you become—not just what you do. If you’re scaling a practice, rethinking your direction, or drowning in noise, this episode will help you reset and execute—one step at a time.Contact Rick Wells at [email protected] the free The Tax & Accounting Professional’s Playbook by Eric and Dr. Wells here: https://taxrepllc.com/playbook.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

You’re afraid you’ll screw up a tax rep case. Totally normal. In this episode, Eric Green breaks down what actually matters, what’s fixable, and why almost nothing in representation is fatal. If fear is holding you back, this one’s for you.

Want to do IRS representation but don’t know where to begin? In this episode, Eric Green breaks down a simple, proven roadmap for handling audits, balances due, penalty abatement, and non-filers—starting with the one step that drives every successful case: compliance. Learn how to think strategically, avoid common mistakes, and build a scalable, high-value representation practice with confidence.Download our free guide "Where to Begin: A Roadmap for IRS Representation" HERE.  For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

It's the 1099 season—and for many business owners, it’s the most dangerous time of the year. In this eye-opening episode, Tax Rep Network Founder Eric Green sits down with his own bookkeeper, Maya from Solvency Now, to break down what most business owners don’t understand about 1099s—and how those mistakes quietly turn into audits, massive penalties, backup withholding, and even criminal exposure. Eric also shares real-world war stories—from restaurant audits to whistleblower cases—showing how small bookkeeping shortcuts can snowball into business-ending consequences.If you’re a business owner, bookkeeper, CPA, EA, or attorney—or if you’ve ever paid someone “just this once” without paperwork—this episode could save you tens of thousands of dollars and years of stress.Want to connect with Maya? Email her at [email protected] more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Everyone wants to make more money – but most people are focused on the wrong thing. In this solo episode, Eric Green breaks down why obsessing over small expenses is a losing game – and how shifting your focus to revenue, billing, and productivity is what actually moves the needle. Using real-world examples from law firms and professional practices, Eric explains where cost-cutting makes sense, where it doesn’t, and why “looking up” instead of down can add hundreds of thousands to your bottom line. If you’re serious about growth, this episode is your wake-up call.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode of the Tax Rep Network Podcast, Eric Green is joined by Roger Knecht, founder of Universal Accounting, for a candid, wide-ranging conversation about sacrifice, overwhelm, clarity, and the realities of entrepreneurial success.Drawing from decades of experience training accounting and bookkeeping professionals, Roger breaks down why success isn’t about working harder – it’s about having clear goals, making intentional tradeoffs, and staying focused when life inevitably gets in the way. Together, Eric and Roger explore why overwhelm causes so many practitioners to quit, how breaking big goals into small daily actions creates momentum, and why surrounding yourself with the right community can normalize success and accelerate growth.If you’re feeling stuck, overwhelmed, or questioning whether building your own practice is worth the effort, this episode offers both perspective and practical guidance—without the hype.Contact Roger Knecht here: https://www.linkedin.com/in/rogerknecht/Join us at GrowCon in May 2026 here: https://universalaccountingschool.com/growcon-2026/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

A Conversation With Stephen KohnWhistleblower legend Stephen Kohn joins Eric Green for a no-BS look inside the world of tax whistleblowing, billion-dollar recoveries, and why the IRS program is failing to live up to its potential.From the UBS case that shook Swiss banking to the bipartisan bill that could finally fix the system, Stephen breaks down what’s working, what’s broken, and why whistleblowers remain America’s best weapon against large-scale tax cheats.If you care about tax justice, enforcement, or the future of whistleblower law, this fast-moving conversation is essential listening.Click here to Contact your Representative today to advocate for the inclusion of the reforms in the Taxpayer Assistance and Service Act.Contact Steve Kohn at https://kkc.com/our-whistleblower-law-firm/our-whistleblower-lawyers/stephen-m-kohn/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Think your pricing is “fine”? Think again.In this fast-moving episode, Eric Green sits down with behavioral economist Etinosa Agbonlahor to expose the hidden psychology behind why tax pros and accountants chronically underprice their services—and what to do about it.Etinosa breaks down how clients actually make financial decisions, why they rarely notice price increases, and how your lack of confidence may be costing you thousands. You’ll hear real stories from the tax trenches, the behavioral biases sabotaging your pricing, and the simple shifts that instantly boost your revenue.If you want clients who gladly pay for your expertise, this episode is your roadmap.Get ready to rethink everything you know about pricing.Want to contact Etinosa? Go to https://decisionalpha.co/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric Green and File Forms’ Frank Tumminello dive into year-end compliance and how to create a whole new revenue stream, helping clients stay compliant. They give an inside look at FileForms’ growth and technology innovations, discuss upcoming state filing deadlines, and explain how the FileForms partnership program can boost your firm’s revenue and client value. Check out FileForms here: https://taxrepllc.com/partner-fileformsJoin Eric and Frank for a free webinar here: https://taxrepllc.com/20251230-compliant/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this explosive episode, Eric Green sits down with Bradley Birkenfeld, the iconic UBS whistleblower known worldwide as “Lucifer’s Banker.” Birkenfeld shares the inside story of how he exposed the largest tax-evasion scheme in history, triggered a global crackdown on secret offshore banking, and ultimately helped return $40 billion to U.S. taxpayers. He is also the author of the book Lucifer’s Banker Uncensored.From his rise inside the elite world of Swiss private banking to the shocking discovery of a secret memo that revealed UBS was preparing to scapegoat its own bankers, Birkenfeld walks listeners through the high-stakes decisions that led him to blow the whistle and the stunning retaliation he faced from the U.S. Department of Justice.Eric and Brad dig into:How Swiss banking really worked behind the scenesHow 19,000 secret U.S. accounts and billions in hidden assets came to lightWhy did the DOJ attack the whistleblower instead of the offendersThe political power networks that shielded UBS from full exposureThe Senate investigation that broke the case wide openWhat it actually takes to bring a successful IRS whistleblower claimThe global impact of Brad’s disclosures — and why the fight is far from overUnfiltered, riveting, and backed by original documents and firsthand experience, this conversation pulls back the curtain on one of the most consequential financial scandals in modern history. Whether you’re a tax professional, attorney, compliance expert, or simply someone who loves a real-world thriller, this is an episode you won’t forget.Join us for a free webinar with Eric and Brad on January 8th – you can register here: https://taxrepllc.com/20260108-whistleblower/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric Green sits down with “America’s Favorite EA,” Timalyn Bowens, to talk about why now is the moment for tax pros to step up, get their EA, and start building real businesses -  not just jobs. They dig into how the EA credential opens doors far beyond tax prep, why so many pros get stuck at the $100K mark, and what it actually takes to scale toward a million-dollar practice with automation, advisory work, and smart systems. Timalyn also shares her journey from public accounting to running a virtual firm, the mindset shifts that beat imposter syndrome, and how community, mentorship, and consistency can transform your career one step at a time.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode, Eric Green shares one of his most talked-about stories from How to Build a Million-Dollar Tax Practice — how he turned a Friday-night IRS levy call into $1,700 an hour. Eric breaks down exactly how he structured the fee, motivated the client, and resolved the case in just two days while saving the taxpayer thousands. Learn the mindset, pricing strategy, and client-management tactics that make flat-fee tax resolution highly profitable — and why setting boundaries and expectations is key to running a successful practice.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Ready to sell your business (or your practice) and get maximum value?In this episode, Eric Green sits down with Michelle Seiler Tucker, Wall Street Journal & USA Today bestselling author of Exit Rich, to break down how buyers really value businesses today and why most owners are accidentally building a job, not a saleable asset.You’ll learn:Michelle’s 6 P’s that drive business valueWhy recurring revenue, automation & subscription models explode your multipleHow accountants and tax pros can help clients exit rich (and get paid for referrals)Join Eric and Michell for a Free Webinar on December 12 by registering here. Connect with Michelle on LinkedIn.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Former IRS subject matter expert Victoria “Vicki” Boon joins Eric Green to reveal the truth about § 280F and why taxpayers so often stumble when writing off planes, yachts, RVs, and cars. With 22 years inside the IRS, Vicki explains what examiners really look for, the documentation that makes or breaks a case, and the common myths that cost clients big. If you want to bulletproof deductions and avoid audit disasters, this is the episode you can’t miss.Want to join the webinar on October 16th with Vicki and Eric? Register here: https://taxrepllc.com/20251016-writeoff/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Pricing tax representation is tough—and with today’s chaotic and understaffed IRS, it’s even harder. Eric Green and CPA/CTRC Patrick Wanzer of Breakthrough Tax Resolution reveal real-world strategies for setting fees, managing scope creep, and protecting profitability when IRS delays double or triple your workload, cases bounce between agents, and clients push for “free advice.” They share how shifting from flat fees to hourly billing, using larger retainers, and setting clear engagement boundaries can help tax professionals stay profitable and sane while navigating the turbulent tax resolution landscape.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Discover how the new RCReports + FileForms partnership helps tax pros turn compliance into profit. Eric Green, Paul Hamann, and Frank Tumminello reveal how to streamline workflows, save clients’ money, and unlock recurring advisory revenue, all while bulletproofing returns. Plus, join Eric, Frank, and Paul for a free webinar on September 17th and discover how you can monetize the partnership to save your clients thousands every year and create an entirely new revenue stream for yourself! Register here now: https://taxrepllc.com/20250917-compliance/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

In this episode of the Tax Rep Network Podcast, Eric Green and Carlos Samaniego sit down at the Mashantucket Pequot Tribal Nation’s community center for a wide-ranging and candid discussion about the IRS’s current state of disarray and what it means for tax professionals and their clients. From the revolving door of IRS Commissioners to the DOJ’s surprising shift toward denaturalization cases tied to tax filings, they break down how these developments create both risks and opportunities for practitioners. Eric and Carlos also expose troubling practices among large tax resolution firms, explain why state tax agencies like Connecticut and California are often more aggressive than the IRS, and highlight strategies for protecting clients caught in the chaos. Whether you are a tax pro navigating refund lawsuits or competing against the “big box” resolution companies, this conversation delivers real-time insights, war stories, and actionable advice for surviving – and thriving – in today’s turbulent enforcement environment.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

If your paycheck stopped tomorrow, how long could you last – weeks, maybe months? In this episode of the Tax Rep Network Podcast, host Eric Green sits down with Elza Sarkisian of Northwestern Mutual to discuss the financial risk too many professionals overlook: disability insurance.You’ll learn:Why your income – not your house or retirement account – is your greatest asset.The staggering odds of becoming disabled before retirement.How disability insurance protects your lifestyle, your family, and your business.What tax professionals need to know about coverage and planning.Packed with real-life stories and practical strategies, this episode is a must-listen for anyone who depends on a paycheck – and every advisor who wants to elevate their value.Join Eric and Elza for the free webinar on this topic on September 10th by registering here: https://taxrepllc.com/20250910-income/Contact Elza at [email protected] more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Are you providing basic planning for your clients? What about your own planning? Joining Eric Green is Dr. Richard ‘Rick’ Wells, retired Marine Lt. Colonel and Financial Advisor, to cover the basic planning needs everyone needs to consider, including for yourselves. It's time to stop being the ‘cobblers kids without shoes’ and get your own estate and tax planning in order to maximize your bottom line and bring real advisory level advice to your clients and justify the higher fees you should all be charging! Our advice is to sit in on this conversation and begin to see things you either have forgotten in your over-caffeinated, hectic lives, or maybe even never heard before!Have questions? Contact Rick at [email protected]. Join us August 28th for the free webinar here: https://taxrepllc.com/20250828-planning/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.🎯 Why fractional CFO work doesn’t scale – and what to offer instead📦 How to sell advisory like a product (yes, like toothpaste)💼 Why small business owners will pay $2,000/month for your insights🧠 How to overcome imposter syndrome and own your value🔥 Real steps to build a million-dollar practice, working 40 hours a monthThis is a must-listen for any tax or accounting professional ready to pivot from compliance to confidence—and take their practice to the next level. Tune in, get inspired, and take action.👉 Learn more: TheCFOProject.comFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Want to help clients comply and make money for simply the referral? Join Eric Green and Frank Tumminello of FileForms as they discuss important deadlines for filing annual entity reports. Discover how FileForms simplifies this process for tax professionals and their clients, offering partnerships and referral incentives. Learn about the costly legal and tax repercussions of missed deadlines, and why Eric relies on FileForms for automated tracking. Don't let your clients risk penalties or defunct entities – explore the simple solution to state compliance.Check out file forms here: https://partners.fileforms.io/l/TAXREPNET/For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Tax season is finally over—and now it’s time to take stock, compare notes, and rethink how to run your practice smarter, not harder. In this episode of the Tax Rep Network Podcast, host Eric Green is joined by the unstoppable Dawn Brolin, CPA, CFE, for a raw and revealing post-season debrief that every tax professional needs to hear.What started as a casual catch-up quickly turned into a masterclass in firm automation, client management, and how to make tax season less chaotic—and way more profitable - by implementing Ignition. Dawn breaks down how she completely transformed her practice by requiring engagement letters and full prepayment before a single return goes out the door. From raising prices after January 31st to revoking unsigned engagements, she shares how setting boundaries with clients turned her firm into a cashflow machine—dropping $40K/month into her account on autopilot.Eric shares his own lessons from managing hundreds of open IRS representation matters and the moment he knew it was time to stop chasing payments and start using Ignition to get organized, get paid, and get peace of mind. Together, they highlight how implementing Ignition streamlined client onboarding, automated follow-ups, and eliminated the dreaded “double consult” by embedding personalized videos into engagement letters.From leveraging subscription pricing to firing problematic 1040 clients with grace, Dawn and Eric unpack the mindset shift that helped them reclaim their time and build practices that run smoother, serve better clients, and make more money. You’ll hear real-life examples, laugh-out-loud client stories (like charging extra for removing staples!), and the powerful idea that if you're doing high-value work, you should absolutely be charging for it.Whether you're a CPA, EA, attorney, bookkeeper, or anyone else working in the tax world, this episode is a wake-up call: you are not a charity, and your time is too valuable to give away. Now is the time to set up systems, raise your prices, and stop doing everything manually.If you’re tired of the billing chaos, constant follow-ups, and late-night April 15th scrambles, this episode will inspire you to make a change that could permanently improve your practice—and your life.👉 How Eric made an extra $170K just by Ignition’s built in feature to following up with potential clients automatically. Why not you?👉 Link below to get the Ignition deal Eric mentions during the episode.Tune in and discover how to go from working in your business to working on it—and maybe even free up time for a round of golf or a day on the boat next April.Start a free trial with Ignition at http://ignitionapp.info/trn-trial-2025Use code TRN25 to save 50% off your first three months!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 now a mark for cyber criminals trying to get access to the IRS system and billions of dollars in refunds. Joining Eric Green is senior consultant for Visory Sam Schuemacher to discuss what tax pros need to consider, and what taxpayers who care about their refunds need their tax professional to be on top of.Get in touch with Sam thru [email protected] and attend a webinar about the IRS under the Trump administration at https://taxrepllc.com/20250515-visory/. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 into a profitable, scalable business. They dive into the key pillars of a thriving firm, the importance of positioning your value to clients, and why advisory services are the future of accounting. Whether you're looking to grow your firm, improve efficiency, or add new revenue streams, this episode provides actionable insights to help you build a business that works for you—rather than the other way around.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 aggressive in challenging any proposed changes or balances due from the state.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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, and why whistleblower cases often take years to resolve. If you're considering becoming a whistleblower or dealing with one, this episode delivers the hard truths you need. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 tax pro or someone struggling with IRS debt, this episode gives you a clear roadmap to take control and finally put tax troubles behind you. You can check out Eric's mini-guide here: Get the Free 5 Steps to Resolving Any Tax DebtFor more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 with succeeding and determined to make the climb to the top of the mountain. In this week's episode, Eric discusses what it takes to build that practice you want and dominate your local industry with nothing but grit and determination.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 wrong about their tax professionals and why the idea of hiring accountants must never be set aside. Dawn also shares how adopting a subscription-based model allowed her to improve her accounting strategies, work closely with her clients all year round, and achieve consistent cash flow much easier.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 automation could transform this federal organization, particularly in enforcing tax laws and debt collection. The two also present actionable advice for taxpayers on how to take action as soon as possible to secure their finances and brace for the worst.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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, Dr. Jackie's ROI Calculator can be found here.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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, and resolve your client’s tax nightmare like a seasoned pro.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 only bullet-proof your client’s reasonable compensation but how to turn the software into a whole new revenue stream for your practice.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 revolutionize your tax practice, get you back a ton of time and make you tens of thousands of dollars in overhead savings. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 personal service is unmatched by any other national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob?  Email him at [email protected] more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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!       For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 with their upcoming webinar on handling an Office Audit like a pro on . For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.