Level Up: Tax Practice Growth Tips

On this episode Roger and Annie review strategies for tax pros to strengthen their firms, including evaluating clients and fees, developing a niche, implementing new technologies, transitioning to subscription pricing, and creating a succession plan.

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.

  • (00:00) - Federal Tax Updates Episode 14
  • (01:33) - Welcome to Federal Tax Updates
  • (10:26) - What to do with a client that is not experienced with technology?
  • (14:43) - What technologies can be brought to improve your service?
  • (20:51) - What can developing a niche do to help your firm?
  • (30:26) - What do people mean when they talk about Subscription Pricing?
  • (39:10) - IRS released OPR information reminders for succession plans
  • (48:16) - Recent IRS updates to be aware of.
  • (53:20) - Thanks for listening and please subscribe so you don't miss an episode
Follow the Federal Tax Updates Podcast on Social Media

Connect with the Hosts on LinkedIn
Roger Harris
Annie Schwab

Leave a review on Apple Podcasts or Podchaser

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.

Creators and Guests

Annie Schwab, CPA
Annie Schwab, CPA
Franchisee Operations Manager at Padgett Business Services
Roger Harris, EA
Roger Harris, EA
President at Padgett Business Services
Level Up: Tax Practice Growth Tips
Broadcast by