Brad Wooten, CPA

Your Tax Firm, Your Way

Business EN ↓ 39 episodes

This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients.

Author

Brad Wooten, CPA

Category

Business

Latest episode

Jun 30, 2026

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Episodes

Tax Firm Owners Share Their Story: Zeah DeBolt 12.01.2026

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Niko McElroy 05.01.2026

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Kathy Hayden 29.12.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Rob Premselaar 22.12.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Yehuda Tenenbaum 16.12.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Professionals Are Making a Huge Mistake With AI 12.12.2025

You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you? Signup for my newsletter: https://www.wootencpa.com/newsletters Mentorship and Coac...

Tax Firm Owners Share Their Story: Margie Grife 09.12.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Jack Heil 02.12.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Wendy Tibbetts 25.11.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Colton Heiniger 18.11.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Carmen Mejia 11.11.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Todd Crabtree 04.11.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Erica Goode 28.10.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

Tax Firm Owners Share Their Story: Logan Holman & Claire Gallant 21.10.2025

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Join the conversation: What’s somethin...

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