48 min listen
Making Changes to Your Tax Firm: A Summer Reflection
Making Changes to Your Tax Firm: A Summer Reflection
ratings:
Length:
53 minutes
Released:
Jul 11, 2023
Format:
Podcast episode
Description
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.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) - Welcome to Federal Tax Updates : What Annie and Roger have been up to this summer
(13:04) - Where to start changing your firm
(22:21) - Some more proactive steps
(29:53) - Tax advice for new business owners
(45:05) - What can you do now to help yourself during next tax season?
(50:17) - Changing the way you bill your clients
(54:35) - Wrap up and please subscribe so you don't miss new episodes
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.
(00:00) - Welcome to Federal Tax Updates : What Annie and Roger have been up to this summer
(13:04) - Where to start changing your firm
(22:21) - Some more proactive steps
(29:53) - Tax advice for new business owners
(45:05) - What can you do now to help yourself during next tax season?
(50:17) - Changing the way you bill your clients
(54:35) - Wrap up and please subscribe so you don't miss new episodes
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.
Released:
Jul 11, 2023
Format:
Podcast episode
Titles in the series (34)
Tax Season Kickoff: Kick off tax season with the Inflation Reduction Act of 2022, the Employee Retention Credit, K-2s and K-3s, the latest 1099s changes, and updates to tax brackets, standard deductions, and mileage rates. Join Roger and Annie for this premier episode of Fed by Federal Tax Updates