A few weekends ago I spent time in Kansas City, at a conference for school counselors. During my time there I was able to educate them on...

When I am working with a new client I take them through the 3 phases of tax representation . I share what those 3 phases are with my...

As a tax professional, it is difficult to focus on anything other than taxes during tax season. This makes the first 3.5 months of the...

An occupational phenomenon that results from chronic workplace stress. That's what the World Health Organization, also known as WHO,...

How do you get more views on your YouTube videos? How do you get more subscribers to your YouTube channel? How do you monetize your...

" New year, new me." "I'm going to crush my goals this year!" Have you found yourself saying those things? At the start of a new year and...

As I reflect on this past year I notice a trend. I found the most success when I wasn't focused on revenue. But instead when I focused on...

Tax Representation leads are just different. They don't proudly brag about their problems, making them difficult to find if you don't...

Once I pass the Special Enrollment Exam and receive my EA license I will have clients coming from everywhere. That's the fairytale that...

"Are there any updates? "This isn't what you promised." "I gave you my paperwork yesterday, when will it be ready?" Timalyn in an office...

When you start a business or launch a new service offering you are eager to help everyone that you possibly can. We take on work that we...

How much should I charge? This is a common question I get from tax professionals, new and seasoned. I also see it in various tax groups...

One of the biggest impediments I see for Enrolled Agents is not knowing how to get their first tax representation client. If they allow...

Nobody is above making mistakes, especially in this tax business. However, it is my goal to help as many Enrolled Agents as I can avoid...

For the past 4 weeks or so I have been going live each week on LinkedIn and Facebook to give insight into being an Enrolled Agent. Before...

When you become a tax professional you have more decisions to make than what you may realize. If you're reading this you are most likely...

Analysis paralysis gets the best of us at one time or another. I see it all too often with my fellow Enrolled Agents after they pass the...

CPA, EA, AFSP, USTCP... there are so many different professional credentials that exist right now that if you’re searching the internet...