Advertise on podcast: Your Tax Firm, Your Way

A client asks you to fill out a one page government form. Name, address, how much rent they pay. It only takes two minutes, but I won't do it. Yehuda Tenenbaum  and I got into this while recording an episode about tax tech, and it went far enough off track that it became its own video. He's an EA. I'm a CPA. Our rules aren't the same. What we get into: Why signing off on a client's numbers is an attest service, whether you meant it that way or notComfort letters, and what mortgage brokers actually need from youThe AICPA's template letter and what it really saysCompilations vs bookkeeping vs financial statement prepWhy your clients almost certainly don't need an audit or a reviewWhat happens to an unlicensed preparer who signs one of these and what happens to a CPA This is two people talking, not advice for your situation. Your state board, your license, and your liability are yours. Check with someone qualified before you sign anything. Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

A couple of guys I'd been watching shared their numbers. I was making more than both of them, and I'd started my firm before they did. Plus, I have some great processes that are unique. That's when I decided I could start talking about how I run my firm. That's the whole reason this channel exists, and it's the thing I want you to take from this episode: the people you're watching are not as far ahead of you as you think, including me. They're just posting about what they're doing. Yehuda Tenenbaum, EA came to Orlando to talk about simplifying your firm before tax season. We got into the minimum tech you need to start, why I built my own TaxDome pipeline instead of buying one, and the Claude projects I use for review, reasonable comp, and tax strategy. I also explain why I (sometimes) stop watching Jason Staats videos. We love Jason. Watch the segment before you send me an angry message. What we cover: Why you feel behind, and why that's a stress problem instead of a tech problemThe minimum stack to start a firm, and what you can skipUnderstanding pipelines before you buy someone else'sWhether every service needs its own pipelineThe Google doc I keep all tax season and work through every AugustUsing AI in a way where you still own the outputBuild it yourself or pay someone to keep it updated Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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. Connect with Steven:https://www.linkedin.com/in/stevenajarvis/Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's still just hype. We break down where AI is genuinely delivering value in tax and accounting, where it's falling short, and what firm owners actually need to know before investing time or money into these tools. In this episode, we cover:Why AI summarization is "overrated" and what to demand insteadThe real use case that could replace your tax software entirelyDIY builds (like custom Claude tools) vs. productized solutions - which makes more sense for your firm?The "token shortage" concept and why it matters for the future of AI pricingHonest takes on tools like Claude, Juno, TaxDome's Atlas, and PingWhy the "you'll be left behind" fear-mongering around AI is often overblownWhat success actually looks like for a tax firm owner and why it's more than just tech adoption Whether you're an early AI adopter or still figuring out where to start, this conversation gives you a grounded, practitioner-level perspective on what's real, what's not, and where to focus your attention. Resources mentioned:Claude (claude.ai)Juno (AI tax review tool)TaxDome / AtlasPingRC Reports Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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. Connect with Evan:https://www.linkedin.com/in/evan-schroedel-cpa-95098546/Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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 community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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. Connect with Kyle:https://www.linkedin.com/in/kylebeltle/ Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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. Connect with Mike:https://www.linkedin.com/in/mike-mazzanna-cpa/Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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. Connect with Kelly:https://www.linkedin.com/in/kellyrohrs/Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this podcast, I share my personal belief on the five essential elements for running a successful tax firm, focusing keenly on confidence and competency. We discuss how to be confident in your abilities as a tax firm owner. While running an accounting firm isn't overly complicated, it does require dedication. Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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. Connect with Henry:https://www.linkedin.com/in/henryhuie/Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this podcast, I discuss my initial experience with scheduling out my tax season, a process that proved highly effective and which I plan to continue. This approach to tax preparation and tax planning, while perhaps different from common methods, significantly improved my workflow. For any CPA looking for effective time management strategies, this offers a new perspective on how to do taxes efficiently. Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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. Connect with Israel:https://www.linkedin.com/in/israel-steinberg-cpa/Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

The lifeblood of any business is getting more clients, which directly impacts revenue and ensures sustainability. This video explores key mindset shifts and practical steps essential for customer acquisition, challenging the common belief that sales skills are the only (or best) path. Our discussion focuses on developing a robust business growth strategy to help you grow your business effectively. Join the community for tax firm owners here:https://www.acceleratorcommunity.com/join-nowSignup for my newsletter:https://www.wootencpa.com/newslettersFind me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. 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 an accounting 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 Ronnie:https://www.linkedin.com/in/ronnie-withaeger-cpa-0790689/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources:https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.