Tax Rep Network with Eric Green

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 seas...

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 compensati...

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 tim...

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 nationa...

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 Off...

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...

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...

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 mor...

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...

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. Eri...

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. L...

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 an...

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  ...

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://taxre...

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 informa...