Tax Rep Network with Eric Green

A Conversation With Stephen Kohn Whistleblower 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 whistleb...

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 con...

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: htt...

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 B...

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...

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 tacti...

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 value Why re...

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 av...

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 shi...

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 sa...

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...

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 o...

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...

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 deliverin...

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 w...

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 masterc...

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...

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...

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...

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 r...

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 ep...

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...

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...

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,...

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 ....