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Level Up: Tax Practice Growth Tips

EPISODE · Aug 7, 2023 · 53 MIN

Level Up: Tax Practice Growth Tips

from Federal Tax Updates · host Roger Harris, EA and Annie Schwab, CPA

On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, implementing new technologies, transitioning to subscription pricing, and creating a succession plan.SponsorsPadgett -  Contact Padgett or Email Jeff PhillipsGet NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Chapters(00:00) - Federal Tax Updates Episode 14 (01:17) - Welcome to Federal Tax Updates (10:10) - What to do with a client that is not experienced with technology? (14:27) - What technologies can be brought to improve your service? (20:39) - What can developing a niche do to help your firm? (30:14) - What do people mean when they talk about Subscription Pricing? (38:58) - IRS released OPR information reminders for succession plans (48:04) - Recent IRS updates to be aware of. (53:08) - Thanks for listening and please subscribe so you don't miss an episode Follow the Federal Tax Updates Podcast on Social Mediatwitter.com/FedTaxPodfacebook.com/FedTaxPodlinkedin.com/showcase/fedtaxpodConnect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

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Level Up: Tax Practice Growth Tips

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