Ep 6: She Trained at Juilliard, Then Built a 40-Year Tax Career Helping Artists, Audits, and the IRS

What do Juilliard, IRS audits, and international artists have in common? In this episode of The People Behind the Books, Yehuda sits down with Phyllis Jo Kubey, EA, CFP, to explore her unexpected path from classical music to a 40-year career in tax. Phyllis shares real-world lessons from representing complex clients, navigating audits and collections, advocating confidently with the IRS, and building a long, sustainable career rooted in trust, preparation, and empathy. This conversation offers tax and accounting professionals a rare look at the human side of practice, and what truly makes a difference over the long run.Connect with Phyllis!🐦 X: https://x.com/PKubeyEA💼 LinkedIn: https://www.linkedin.com/in/phyllis-jo-kubey-b04757a/ 🌐 Instagram: https://www.instagram.com/phyllisjokubey/🌐 Facebook: https://www.facebook.com/phyllis.kubey.7🤝Connect with Yehuda:🐦X: https://x.com/Y10Tax💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/✉️Want to join the show? Send me an email @ [email protected]://thepeoplebehindthebooks.com/00:00 Introduction to Phyllis Jo Kubey01:07 Phyllis's Journey from Music to Taxes10:12 Building a Tax Practice in New York17:12 Navigating Tax Law Changes20:48 Bridging the Gap Between Creatives and Taxes23:59 Helping Clients Overcome Tax Challenges30:45 Success Stories in Tax Resolution36:56 Navigating Complex Tax Situations39:03 Client Management and Fee Structures45:42 Professional Involvement and Networking51:30 Insights from the IRS Advisory Council01:01:08 The Future of Tax Professionals01:05:34 Rapid Fire Questions and Personal Insights