In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zeah:
https://www.linkedin.com/in/zeah-debolt-cpa-a275604b/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Niko:
https://www.linkedin.com/in/nikomcelroy/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Kathy:
https://www.linkedin.com/in/kathyhayden/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Rob:
https://www.linkedin.com/in/rob-premselaar-42701458/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Yehuda:
https://www.linkedin.com/in/yehuda-tenenbaum/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Margie:
https://www.linkedin.com/in/margie-grife/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jack:
https://www.linkedin.com/in/jackaheilcpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer:
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.