Artwork

Innhold levert av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

Making Changes to Your Tax Firm: A Summer Reflection

52:30
 
Del
 

Manage episode 371083880 series 3436441
Innhold levert av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

49 episoder

Artwork
iconDel
 
Manage episode 371083880 series 3436441
Innhold levert av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Earmark Media, Roger Harris, EA, Annie Schwab, and CPA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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

49 episoder

すべてのエピソード

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett