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Kandungan disediakan oleh Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Earmark Media, Roger Harris, EA, Annie Schwab, and CPA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Making Changes to Your Tax Firm: A Summer Reflection

52:30
 
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Manage episode 371083880 series 3436441
Kandungan disediakan oleh Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Earmark Media, Roger Harris, EA, Annie Schwab, and CPA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current business to create a better work-life balance. They talk about examining price structure and client list, addressing estimated taxes, and offering advisory meetings to increase revenues. They also emphasize the need for tax practitioners to be proactive in addressing changes in their business.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Chapters

  • (00:00) - Welcome to Federal Tax Updates : What Annie and Roger have been up to this summer
  • (12:40) - Where to start changing your firm
  • (20:54) - Some more proactive steps
  • (28:26) - Tax advice for new business owners
  • (43:38) - What can you do now to help yourself during next tax season?
  • (48:50) - Changing the way you bill your clients
  • (53:08) - Wrap up and please subscribe so you don't miss new episodes
Follow the Federal Tax Updates Podcast on Social Media
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

  continue reading

39 episod

Artwork
iconKongsi
 
Manage episode 371083880 series 3436441
Kandungan disediakan oleh Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Earmark Media, Roger Harris, EA, Annie Schwab, and CPA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current business to create a better work-life balance. They talk about examining price structure and client list, addressing estimated taxes, and offering advisory meetings to increase revenues. They also emphasize the need for tax practitioners to be proactive in addressing changes in their business.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Chapters

  • (00:00) - Welcome to Federal Tax Updates : What Annie and Roger have been up to this summer
  • (12:40) - Where to start changing your firm
  • (20:54) - Some more proactive steps
  • (28:26) - Tax advice for new business owners
  • (43:38) - What can you do now to help yourself during next tax season?
  • (48:50) - Changing the way you bill your clients
  • (53:08) - Wrap up and please subscribe so you don't miss new episodes
Follow the Federal Tax Updates Podcast on Social Media
twitter.com/FedTaxPod
facebook.com/FedTaxPod
linkedin.com/showcase/fedtaxpod

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

All content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

  continue reading

39 episod

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