Join Eric L. Green with Tax Rep Network and build your practice. Navigate the ins-and-outs of IRS Collections, Offers-in-Compromise, Reducing IRS Penalties, etc. Turn this hottest of growth areas into a revenue stream for your practice and help hundreds of people resolve their worst nightmare!
Eric L. Green, Esq. - National Speaker and Author
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The Tax Rep Network with Eric Green podcast is an invaluable resource for tax professionals and individuals studying to become tax professionals. With hundreds of hours spent learning about IRS representation strategies and procedures, Eric Green delivers highly relevant information in a neatly organized manner. His aggressive approach, using all the rules and his knowledge of the Service, makes his insights even more valuable.
One of the best aspects of this podcast is the wealth of useful tax information it provides. Eric Green and his guests offer discussions on interesting tax topics and share real-life case studies. As an Enrolled Agent himself, Eric's expertise motivates listeners to add a representation aspect to their current practice or pursue it as a focus. The content is always fresh and engaging, providing new insights each time.
While the podcast has numerous positive aspects, there are no significant drawbacks that come to mind. Some episodes may touch on complex subjects, but Eric does an excellent job explaining tax representation concepts and providing detailed analysis of case studies. Additionally, the variety of topics covered ensures there is something for everyone.
In conclusion, The Tax Rep Network with Eric Green podcast is a must-listen for any tax professional or aspiring tax professional. The information shared is highly relevant and delivered in an engaging manner, making it both educational and entertaining. Whether you are looking to expand your knowledge in IRS representation strategies or seeking inspiration for your career, this podcast provides valuable insights that will benefit you greatly. Subscribe now and join the community of tax professionals who have found success through Eric Green's guidance!
Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for-money trap and command premium fees by delivering strategic guidance to small business owners.Whether you're worried about automation replacing your work or simply burnt out from endless tax seasons, this conversation will show you how to reinvent your practice. Learn how CFO advisory can transform your client relationships, create recurring monthly revenue, and finally give you the control and lifestyle you want.
Want to help clients comply and make money for simply the referral? Join Eric Green and Frank Tumminello of FileForms as they discuss important deadlines for filing annual entity reports. Discover how FileForms simplifies this process for tax professionals and their clients, offering partnerships and referral incentives. Learn about the costly legal and tax repercussions of missed deadlines, and why Eric relies on FileForms for automated tracking. Don't let your clients risk penalties or defunct entities – explore the simple solution to state compliance.Check out file forms here: https://partners.fileforms.io/l/TAXREPNET/
Tax season is finally over—and now it's time to take stock, compare notes, and rethink how to run your practice smarter, not harder. In this episode of the Tax Rep Network Podcast, host Eric Green is joined by the unstoppable Dawn Brolin, CPA, CFE, for a raw and revealing post-season debrief that every tax professional needs to hear.What started as a casual catch-up quickly turned into a masterclass in firm automation, client management, and how to make tax season less chaotic—and way more profitable - by implementing Ignition. Dawn breaks down how she completely transformed her practice by requiring engagement letters and full prepayment before a single return goes out the door. From raising prices after January 31st to revoking unsigned engagements, she shares how setting boundaries with clients turned her firm into a cashflow machine—dropping $40K/month into her account on autopilot.Eric shares his own lessons from managing hundreds of open IRS representation matters and the moment he knew it was time to stop chasing payments and start using Ignition to get organized, get paid, and get peace of mind. Together, they highlight how implementing Ignition streamlined client onboarding, automated follow-ups, and eliminated the dreaded “double consult” by embedding personalized videos into engagement letters.From leveraging subscription pricing to firing problematic 1040 clients with grace, Dawn and Eric unpack the mindset shift that helped them reclaim their time and build practices that run smoother, serve better clients, and make more money. You'll hear real-life examples, laugh-out-loud client stories (like charging extra for removing staples!), and the powerful idea that if you're doing high-value work, you should absolutely be charging for it.Whether you're a CPA, EA, attorney, bookkeeper, or anyone else working in the tax world, this episode is a wake-up call: you are not a charity, and your time is too valuable to give away. Now is the time to set up systems, raise your prices, and stop doing everything manually.If you're tired of the billing chaos, constant follow-ups, and late-night April 15th scrambles, this episode will inspire you to make a change that could permanently improve your practice—and your life.
President Trump and his Department of Government Efficiency ("DOGE") have made quite an impact on the IRS and taxpayers, from reduced staffing to a significant drop in compliance to a delay in tax refunds. An unforeseen consequence of the push to reduce staff and increase online efficiency is the impact on data security, and why every tax pro is now a mark for cyber criminals trying to get access to the IRS system and billions of dollars in refunds. Joining Eric Green is senior consultant for Visory Sam Schuemacher to discuss what tax pros need to consider, and what taxpayers who care about their refunds need their tax professional to be on top of.Get in touch with Sam thru sschuemacher@visory.net and attend a webinar about the IRS under the Trump administration at https://taxrepllc.com/20250515-visory/.
So, where do you begin when building a premier accounting and tax practice? How do you train and manage staff, expand services, and turn your firm into a self-sustaining business? Universal Accounting founder and CEO Roger Knecht joins Eric Green to break down the mindset and strategies needed to transform your practice from a self-employed job into a profitable, scalable business. They dive into the key pillars of a thriving firm, the importance of positioning your value to clients, and why advisory services are the future of accounting. Whether you're looking to grow your firm, improve efficiency, or add new revenue streams, this episode provides actionable insights to help you build a business that works for you—rather than the other way around.
Screw the IRS - it is the state Dept of Revenue that you need to fear! In this week's episode, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, to discuss state enforcement horror stories and how things can quickly go off the rails when the state decides it needs more money. They review personal horror stories and explain why you need to be aggressive in challenging any proposed changes or balances due from the state.
Is the IRS Whistleblower program a waste of time? Maybe, depending on your potential case and how it is handled. On this week's podcast, Eric is joined by Bryan Skarlatos from Kostelanetz LLP, a true heavyweight in tax controversy. They bring their extensive experiences to the discussion and offer insights into what they think works, what doesn't, and why whistleblower cases often take years to resolve. If you're considering becoming a whistleblower or dealing with one, this episode delivers the hard truths you need.
Want to learn to solve any tax debt problem? In this week's episode, Eric Green reviews the five simple steps to solve any taxpayer's worst tax nightmare. From getting clients into compliance to navigating offers in compromise, Eric shares the exact process he uses to resolve cases and secure life-changing results for taxpayers. Whether you're a tax pro or someone struggling with IRS debt, this episode gives you a clear roadmap to take control and finally put tax troubles behind you. You can check out Eric's mini-guide here: Get the Free 5 Steps to Resolving Any Tax Debt
Want to dominate your area's IRS representation market? Want to own your city's tax advisory internet turf? You need to understand that planning to compete is simply not enough. You must set out to dominate your competition. To do that does not require some advanced degree or some weird level of intelligence. You just simply need to become obsessed with succeeding and determined to make the climb to the top of the mountain. In this week's episode, Eric discusses what it takes to build that practice you want and dominate your local industry with nothing but grit and determination.
The commoditization of the tax preparation business pushed many people away from hiring accountants. Dawn Brolin, a Certified Public Accountant and Fraud Examiner, joins Eric Green to emphasize why the focus must be shifted to relationship pricing, which makes the client-accountant connection much more meaningful. They review what taxpayers get wrong about their tax professionals and why the idea of hiring accountants must never be set aside. Dawn also shares how adopting a subscription-based model allowed her to improve her accounting strategies, work closely with her clients all year round, and achieve consistent cash flow much easier.
Donald Trump and Elon Musk are threatening to gut the IRS. What will the IRS look like? What will be the fallout of this for taxpayers and their tax pros? In this episode, Eric Green and Carlos Samaniego cover the good, the bad, and the ugly that will likely come from the downsizing of the IRS. Navigating anxiety and confusion, they discuss how automation could transform this federal organization, particularly in enforcing tax laws and debt collection. The two also present actionable advice for taxpayers on how to take action as soon as possible to secure their finances and brace for the worst.
Help clients save tens of thousands of dollars in taxes! Joining Eric Green on this week's podcast is CPA and Tax Plan IQ founder Dr. Jackie Meyer. She explains how their tax consulting works, how the ROI sells itself, and how to use it best to maximize your practice and end the squeeze of cheap fees. If you want to try it out and see for yourself, Dr. Jackie's ROI Calculator can be found here.
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 seasoned pro.
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 compensation but how to turn the software into a whole new revenue stream for your practice.
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 compensation but how to turn the software into a whole new revenue stream for your practice.
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 time and make you tens of thousands of dollars in overhead savings. Check out Liscio here: https://www.liscio.me/demo Want to check out Gruntworx to automate your tax return prep? https://www.gruntworx.com/schedule-live-demo/ You can connect with Dawn Brolin for her relationship pricing here: https://bit.ly/dawncoachingapplication Want to talk with Felecia Dixson? felecia@dixsonassociates.com
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 time and make you tens of thousands of dollars in overhead savings.
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 national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob? Email him at rferrini@mcgowanprofessional.com.
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 national broker. It's crucial to have your WISP—your Written Information Security Plan—in place, along with all your data security measures, and to know what to do in case of a breach, ensuring you also have cyber insurance. The pressing question is, who do you call, and what do you need? Cyber insurance has experienced its ups and downs, and unlike other types of insurance that have been around for decades, it is evolving rapidly given the threat landscape for accounting firms. In this episode, Eric Green and Rob Ferrini break down exactly what accounting firms need to do to ensure they protect themselves in the case of a data breach, data theft, or financial loss that is incurred through cyber crimes directed at accounting firms and their clients. Want to contact Rob? Email him at rferrini@mcgowanprofessional.com.
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! Check out NiceJob here: https://nicejob.partnerlinks.io/tax-rep-network Register for the free webinar on 9/6 for maximizing your rep practice growth: https://taxrepllc.com/20240906-6steps/
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!
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 Office Audit like a pro on . Register for the program here: https://taxrepllc.com/20240918-audit/
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 Office Audit like a pro on .
In this week's podcast Eric reviews the basics of an IRS Offers-in-Compromise, discusses the upcoming Offer-in-Compromise workshop on June 11th and and why 2024 should be the year to master this aspect of your practice and use it to build that extra $100,000 of income you've wanted! The workshop on June 11th can be found here: https://taxrepllc.com/20240611-oic
In this week's podcast Eric reviews the basics of an IRS Offers-in-Compromise, discusses the upcoming Offer-in-Compromise workshop on June 11th and and why 2024 should be the year to master this aspect of your practice and use it to build that extra $100,000 of income you've wanted!
Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals. Want to meet Eric, Joe and the TRN team at this year's Scaling New Heights conference? Go to https://woodard.com
Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals.
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. Want to check out File Forms? https://taxrepllc.com/fileforms516 Join us for the free update webinar on May 16th by registering here: https://taxrepllc.com/20240516-cta
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.
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. Want to check out Scaling New Heights in 2024? It's here: SNH 2024
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.
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. Take a demo with Ignition: https://ignitionapp.info/3TMmfLV
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.
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. Want to connect with Arun? https://sameraglobal.com/
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.
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.
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.
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. Interested in the free weekly CFO Masterclass? Register here: https://thecfoproject.com/start-a-cfo-service?utm_source=Tax-Rep-Network&utm_medium=3N837QJ
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.
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. Book a demo: Click Here Start a trial: Click Here Link to Ignition website: Click Here
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.
In this week's episode Eric and Michelle Weinstein (from the Abundant Accountant Podcast) respond to audience questions about relationship pricing, what it is and how to implement it with existing clients.
In this week's episode Eric and Michelle Weinstein (from the Abundant Accountant Podcast) respond to audience questions about relationship pricing, what it is and how to implement it with existing clients.
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. Want to connect with Maya? https://solvencynow.com/
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.
Roger Nemeth of Tax Help Software joins Eric to discuss the myriad of ways tax pros can leverage the software to make a lot of money and become heroes to their clients. http://taxhelpsoftware.com/trn/
Roger Nemeth of Tax Help Software joins Eric to discuss the myriad of ways tax pros can leverage the software to make a lot of money and become heroes to their clients.
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.
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.
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. Check out File Forms here: https://fileforms.com/ Join us for the 11/15 webinar here: https://taxrepllc.com/20231115-transparency
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.
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