EPISODE · Nov 28, 2025 · 57 MIN
Episode 2: From Professor to Tax Professional with Jeremy Wells
from The People Behind the Books · host Yehuda Tenenbaum, EA
In this episode, Jeremy Wells, an Enrolled Agent and CPA, shares his journey from a small town in Kentucky to becoming a successful tax professional and firm owner. He discusses his early life, education, and the transition from academia to accounting. Jeremy highlights the challenges he faced while starting his tax firm and emphasizes the importance of networking and building client relationships. He also talks about the evolution of his firm, his passion for podcasting, and the significance of sharing knowledge within the tax community.⭐Signup for TaxDome today and get 30 days added to your subscription for free!https://partners.taxdome.com/v7hy9Connect with Jeremy!🌐https://www.jwells.tax/🌐https://www.steadfastbookkeeping.com/🐦X: https://x.com/JWellsTax💼LinkedIn: https://www.linkedin.com/in/jwellstax📬Signup to receive the exclusive show Newsletter:http://eepurl.com/jr0BrM🤝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/🧾Need help with your taxes? https://www.y10tax.com/Chapters00:00 Introduction to the Journey01:36 Early Life and Education10:04 Transitioning to Accounting17:32 Establishing a Tax Firm22:57 Becoming an EA and CPA27:09 The Importance of Networking and Community29:11 The Role of Personal Connections in Accounting38:42 The Journey to Partnership and Firm Merger43:55 Building a Cohesive Team and Firm Culture52:09 The Future of the Tax Profession and Opportunities
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Episode 2: From Professor to Tax Professional with Jeremy Wells
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