Tax Rep Network with Eric Green

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.

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 income you’ve been aiming for — all while transforming clients' lives by solving their toughest tax problems.   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals.       For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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

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

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

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.     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 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, profitable practices while strengthening client trust. Eric and Michelle share real-life examples, practical strategies for navigating pricing conversations, and tips on confidently positioning your services so clients understand the true value you bring to the table. If you’ve been wondering how to break free from trading time for money, this episode is packed with actionable insights.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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 transcript tracking can transform your practice. Learn how firms can generate an extra $150K per year by catching issues early, uncovering missed refunds or credits, and strengthening client relationships. If you want to boost your bottom line while providing even more value to your clients, this episode is packed with actionable strategies.       For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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

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 Lindsay Pinkos from OOTB to discuss how it works and the benefits of offloading the bookkeeping to a third party. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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

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

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 you don’t like to write!   For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 clients with valuable insight, and working far fewer hours. 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 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.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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 regular appeal hearing, and issues Eric has noted for Andy’s attention.  For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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.   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 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 and Andrew will discuss the role of “tax insurance” in mitigating the risks associated with filing and claiming the ERC, as well as explain how a tax insurance policy differs from a typical ERC providers’ E&O policy. 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 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.     For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 cases can be easier to handle, more profitable, and better for building your million-dollar tax rep practice. Don't let the extra zeros scare you — embrace them!For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 of the highlights of this year’s show and what attendees can expect. Note, Eric will be speaking at Scaling New Heights on an IRS track of five sessions he created specifically for the show. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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 she teaches at the University of Maryland.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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.     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 Randy Crabtree (The Unique CPA Podcast) to discuss the mental health issues tax professionals deal with and what they should be doing about it.For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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

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! 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, 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.   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, 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 appropriately, and how to send those clients you don’t want packing. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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 their past tax misdeeds, and when maybe just filing the return (or amended return) is called for. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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

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-between, like state registration, sales tax issues, etc. On what was supposed to be the opening volley for this lineup, everything goes sideways when Nellie and Eric go down the entrepreneurship rabbit hole! Listen in and enjoy what is only the first of this spectacular summer series! For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 this fascinating conversation and how you can be yourself and increase sales and client connection. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

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 Scaling System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity from their teams. Listen in as Eric and Sharrin discuss virtual practices and how to set yourself up to eventually sell your practice and maximize your asset. For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.

On this week’s podcast, Eric Green is joined by AccountingWeb’s Managing Editor Seth Fineberg to discuss the upcoming summit on May 9th – 12th, the panels Eric has, including Criminal Tax with Deputy Chief Robnett and Enforcement with SB/SE Commissioner Darren Guillot. Eric also has a special deal for Tax Rep listeners and with an invite to the private Tax Rep dinner at the conference if you do attend! For more information, click  https://ignitionapp.com.Click  https://taxrepllc.com/bronze for more information on the Tax Rep Bronze Membership.