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.

Federal Tax Updates

Overview

Outlines

Mindmap

Transcript

Keywords

Highlights

Shownotes

AI Summary