Annie Schwab, CPA

Annie Schwab, CPA

Franchisee Operations Manager at Padgett Business Services

Appears in 43 Episodes

Making Changes to Your Tax Firm: A Summer Reflection

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 bett...

The Dirty Dozen Tax Scams of 2023

This week, Roger and Annie cover the latest news. First, they discuss the launch of the ERC audits, then move on to the impact the debt-ceiling agreement will have on ...

Post Tax Season Firm Improvements

This week, Roger and Annie deviate from their normal tax update chats to have a deep discussion about the current state of the accounting profession and how you can us...

Handling Incorrect ERC Claims

Annie and Roger discuss how tax season isn't over yet due to 50,000 ERC claims per week being filed with the IRS. They also go into detail on how to handle incorrect a...

Reflecting on the 2023 Tax Season and Planning for 2024 & Beyond

Annie and Roger reflect on the 2023 tax season and suggest some ways firms and their teams can start making changes for the 2024 tax season. They also dive into some u...

Corporate Transparency Act of 2021

In this episode, Annie and Roger discuss The Corporate Transparency Act of 2021, what it mandates, and which companies will be affected. They also debate how this act ...

Form 4868: Extension of Time To File U.S. Individual Income Tax Return

In this episode, Roger and Annie discuss the most recent IRS updates and recommendations for tax preparers dealing with the surge of inaccurate ERC claims. They also p...

Breaking Down the SECURE Act 2.0

Roger and Annie discuss the changes in the SECURE 2.0 Act of 2022 and how this impacts small business owners with regards to offering retirement plans to their employe...

Tip Jars - Where Policy and Politics Collide

On this episode of Federal Tax Updates, Annie and Roger focus on tips (the monetary kind), including an industry overview, current challenges with tip reporting, and t...

Don’t Miss These Deductions or Credits

Roger and Annie discuss Congress and IRS roles when it comes to taxes, how tax code is used to encourage behaviors, how tax policy scoring works, and explain deduction...

State of the IRS

Who is the Taxpayer Advocate, what do they do, what was in their latest report, what does this report mean, and how can tax practitioners assist in these efforts?Get N...

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, stan...

The Best Tax Podcast for CPAs, EAs, and Tax Preparers

Keep up to date on the latest federal tax information, directly from tax practitioners. Earn NASBA approved CPE and IRS approved CE credits for listening.

Broadcast by