Tax Rep Network with Eric Green
163 episodes - English - Latest episode: 3 days ago - ★★★★★ - 86 ratingsJoin Eric L. Green with Tax Rep Network and build your practice. Navigate the ins-and-outs of IRS Collections, Offers-in-Compromise, Reducing IRS Penalties, etc. Turn this hottest of growth areas into a revenue stream for your practice and help hundreds of people resolve their worst nightmare!
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
163. The Corporate Transparency Act After the Alabama Decision with Frank Tumminello - by Tax Rep Network
April 25, 2024 15:37 - 37 minutes - 51 MBFrank Tumminello from File Forms joins Eric again to discuss the current status of the Corporate Transparency Act, the impact of the Alabama Federal Court ruling and what the best advice for clients is right now who need to get Beneficial Ownership filings done. Want to check out File Forms? https://taxrepllc.com/fileforms516 Join us for the free update webinar on May 16th by registering here: https://taxrepllc.com/20240516-cta
162. Scaling New Heights 2024 with Heather Satterly by Tax rep Network
April 05, 2024 18:56 - 35 minutes - 48.1 MBIn this week’s podcast Heather Satterly, the Director of Education and Media for Woodard sits down with Eric to discuss the highlights of this year’s conference, and she and Eric discuss why the conference is such an unbelievable experience for both training and software solutions. Want to check out Scaling New Heights in 2024? It’s here: SNH 2024
161. IRS Enforcement Update: A Conversation with IRS Director of Collection Policy, Rocco Steco by Tax Rep Network
March 22, 2024 17:34 - 1 hour - 89 MBIn this week’s episode we share the webinar Eric just did with Rocco Steco, the IRS Director of Collection Policy, so you can hear where enforcement is right now and when to expect the surge that is coming later this year. Take a demo with Ignition: https://ignitionapp.info/3TMmfLV
160. Growing Your Practice by Offshoring Work with Arun Mehra by Tax Rep Network
February 15, 2024 01:13 - 29 minutes - 41.2 MBJoining Eric on this week’s podcast is Arun Mehra of Samera Global to discuss how he built his accountancy firm in the UK and ended up building his own team in India to support his growing practice and maximize his return. Want to connect with Arun? https://sameraglobal.com/
159. Using Your Tax Practice to Build Wealth with Chase Insogna by Tax Rep Network
February 01, 2024 21:41 - 27 minutes - 37.5 MBJoining Eric on this week’s podcast is Austin-based CPA Chase Insogna, who discusses how he set up his accounting practice to maximize his wealth and those of his clients.
158. Adding CFO Services with Adam Lean
January 16, 2024 01:09 - 35 minutes - 48.8 MBEric is joined again by the CFO Project’s Adam Lean to discuss how adding CFO services to your practice can drive both better work-life balance but increase the bottom line significantly and get you working with better clients and working way less hours. Interested in the free weekly CFO Masterclass? Register here: https://thecfoproject.com/start-a-cfo-service?utm_source=Tax-Rep-Network&utm_medium=3N837QJ
157. Best-in-Class Ways to Engage Your Clients this Tax Season with Ignition by Tax Rep Network
January 08, 2024 18:07 - 53 minutes - 73.3 MBJoining Eric on this week’s podcast is Jennie Moore and Matt Kanas from Ignition to explore the essential tools and strategies for a successful tax season, including automation of letters and correspondence with your clients. Book a demo: Click Here Start a trial: Click Here Link to Ignition website: Click Here
156. How to Utilize Relationship Pricing with Michelle Weinstein by Tax Rep Network
December 13, 2023 03:16 - 44 minutes - 61 MBIn this week’s episode Eric and Michelle Weinstein (from the Abundant Accountant Podcast) respond to audience questions about relationship pricing, what it is and how to implement it with existing clients.
155. From Side Hustle to Million Dollar Business with Maya Weinreb by Tax Rep Network
November 27, 2023 17:27 - 48 minutes - 66.7 MBEric is joined on this week’s podcast by Solvency Now founder Maya Weinreb where they both discuss how they turned what was a side hustle into a million dollar plus business, and why failing is not failure. Want to connect with Maya? https://solvencynow.com/
154. How to Add an Extra $150K This Coming Tax Season with Roger Nemeth by Tax Rep Network
November 20, 2023 15:21 - 38 minutes - 52.9 MBRoger Nemeth of Tax Help Software joins Eric to discuss the myriad of ways tax pros can leverage the software to make a lot of money and become heroes to their clients. http://taxhelpsoftware.com/trn/
153. Projecting Your Cash Flow with Chris Mannina by Tax Rep Network
November 10, 2023 15:50 - 25 minutes - 34.6 MBEric is joined this week by CPA Chris Mannina where they discuss why cash flow projections are so critical to a business for both planning and understanding where you are and why so many businesses fail.
152. The Corporate Transparency Act Forms: Utilizing File Forms by Tax Rep Network
October 26, 2023 19:23 - 39 minutes - 54.4 MBKenny Dettman is back and reviewing the corporate transparency act and how File Forms can help accountants and attorneys handle these filings and make money doing so. Check out File Forms here: https://fileforms.com/ Join us for the 11/15 webinar here: https://taxrepllc.com/20231115-transparency
151. Outsourcing Your Bookkeeping to Make More Money by Tax Rep Network
October 19, 2023 18:26 - 25 minutes - 35 MBWant to dump the low margin bookkeeping work and yet still make money? Would you like to increase this revenue stream and never have to deal with it? Meet Out of the Box Technology (“OOTB”). OOTB allows Eric to offload the bookkeeping work to a third party with a real person to deal with, and have it all taken care of an get paid. Joining Eric is Lindsay Pinkos from OOTB to discuss how it works and the benefits of offloading the bookkeeping to a third party. Link: https://outoftheboxtechnol...
150. IRS Collection Update with the IRS Director of Collection Policy by Tax Rep Network
October 05, 2023 15:33 - 58 minutes - 80.9 MBJoining Eric on this week’s Tax Rep Network podcast is The IRS Director of Collection Policy, Rocco Steco, to update us on where the IRS is right now in terms of ramping up enforcement, when can we all expect the enforcement notices to start showing up, and the impact of the ERC credit processing freeze on collection cases.
149. Building a Sales Tax Business Without Trying with Alex Oxford by Tax Rep Network
September 21, 2023 16:10 - 30 minutes - 41.5 MBJoining Eric on this week’s podcast is Alex Oxford from Tax Valet, where he and Eric explain the competitive advantage tax pros can get by leveraging Tax Valet’s service to offload sales tax compliance, and using Tax Valet’s sales tax expertise to help your current clients and grow your own tax practice. Looking to partner with Tax Valet? https://thetaxvalet.com/partner-program
148. Taking Your Practice Virtual with Nayo Carter-Gray by Tax Rep Network
September 14, 2023 18:13 - 56 minutes - 77.2 MBEric is joined by Nayo to discuss how she runs her practice completely virtually and how pros can begin the process of doing this and how to maximize profits while doing so. Get in touch with Nayo: https://1ststepaccounting.com/
147. Authority Marketing with Paul McManus by Tax Rep Network
September 07, 2023 21:40 - 50 minutes - 68.8 MBSo you think you want to write a book to show your authority and draw in clients? Know where to begin? Joining Eric on this week’s podcast is Paul McManus, author of the Million Dollar Producer and The Short Book Formula to explain the process, the benefits of using authorship to take your practice to the next level, and how to begin, even if you don’t like to write! Paul McManus Website including to get a complimentary copy of his book: https://www.theshortbookformula.com
146. Growing Your Practice With Business Advisory Services by Tax Rep Network
August 31, 2023 17:01 - 48 minutes - 66 MBWant to use your bookkeeping or accounting skills to actually help clients instead of just reporting results? On this week’s podcast Eric is joined by Adam Lean from the CFO Project where they discuss how bookkeepers and accountants can elevate themselves and their bottom line by training up and providing CFO services, making more money, helping clients with valuable insight, and working far fewer hours. Looking for the CFO Project? Go to https://thecfoproject.com/
Digital Marketing: How to Find Tax Rep Clients by Tax Rep Network
August 23, 2023 21:39 - 36 minutes - 49.9 MBIn this week’s podcast, Eric is joined by Charles Corsello and Manny Vetti from TaxCure.com to discuss simple steps to drive more potential clients and what to consider when looking at a digital marketing campaign. Grab your free TaxCure.com listing here: https://taxcure.com/professionals/sign_up Join us for the free webinar on Digital Marketing here: https://taxrepllc.com/20230829-digital/
144. PCI Compliance: What Every Tax Pro Must Know by Tax Rep Network
August 18, 2023 16:39 - 45 minutes - 62.3 MBJoining Eric to discuss their upcoming webinar is Andrew Lassise (from the Tech4Accountants Podcast) to discuss PCI Compliance, what every tax professional needs to watch for and what the potential risks are for ignoring this. Want to check out the free webinar on August 23rd? register for free here: https://taxrepllc.com/20230823-pci/ Want Andrews quick PCI Compliance Guide? Download it here: https://tech4accountants.net/pci-trn/?utm_source=trn&utm_medium=webinar&utm_campaign=pc...
143. A Discussion with Andy Keyso, IRS Chief of Appeals by Tax Rep Network
August 10, 2023 18:10 - 43 minutes - 59.2 MBOn this week’s podcast Eric sits down with Andy Keyso, Chief of the IRS’s Independent Office of Appeals and discusses the impact of the new budget on Appeals, where Appeals is right now in terms of hiring, staffing and case inventory, and the use of Fast Track mediation to resolve issues and which cases are best suited for fast Track Mediation vs a regular appeal hearing, and issues Eric has noted for Andy’s attention. Want to contact Chief Keyso? Email him at [email protected]
142. Business Continuity with SmartVault by Tax Rep Network
July 13, 2023 16:53 - 45 minutes - 62.8 MBJoining Eric on this week’s podcast is Luke Kiely, Chief Information Officer at SmartVault. Luke and Eric discuss the need for back-up and assuring business continuity, some simple steps to do that and the cost of NOT having a back-up plan in place, both literally and figuratively. https://www.smartvault.com/eric-green/
141. ERC Enforcement by Tax Rep Network
June 08, 2023 19:55 - 1 hour - 85.4 MBIn this week’s podcast Eric is joined by Kenny Dettman, CPA, Managing Director with EZ-ERC, and Andrew Rubin, JD, Director of Tax Insurance at WTW, to discuss the latest developments on ERC audits and related tax controversy issues surrounding COVID-19 related tax measures including the FFCRA, ERC, and Section 1202 deferrals. Additionally, Kenny and Andrew will discuss the role of “tax insurance” in mitigating the risks associated with filing and claiming the ERC, as well as explain how a ta...
140. Disconnect to Connect with Amy Vetter by Tax Rep Network
April 24, 2023 17:19 - 46 minutes - 63.5 MBIn this episode, Eric discusses Amy’s new book and her journey from CPA partner to National speaker and writer, and the power of self-reflection and how it can help us break free from negative patterns, creating a fresh start in our lives. Get Amy's new book on Amazon here: CLICK TO GO TO AMAZON
139. Why "I Only Want the Small Cases" is Bullsh*t by Tax Rep Network
March 23, 2023 18:01 - 10 minutes - 14.6 MBIn this short discussion, Eric explains why you DON’T want the small cases. Listen in as he explains why you need to get over the number of zeros, and why it’s better to do larger cases.
138. Getting Your Tax Practice to Soar! with Joe Woodard
March 16, 2023 16:31 - 43 minutes - 59.3 MBJoining Eric on this week’s podcast is the founder of the largest Accounting Technology show Scaling New Heights, Joe Woodard. On this show Joe and Eric discuss ways to improve your practice so you can stop “flapping” and start soaring, the theme of this year’s Scaling New Heights Conference in St. Louis this June. Eric and Joe also get into some of the highlights of this year’s show and what attendees can expect. Note, Eric will be speaking at Scaling New Heights on an IRS track of five ses...
137. How to Sell with Michelle Weinstein by Tax Rep Network
March 11, 2023 18:03 - 33 minutes - 45.4 MBMichelle joins Eric again to discuss the issue of selling and why its not what you think it is. They cover how the passion or what you do is what sells, and to focus on what you can do for someone, not the technical. Want to connect with Michelle? Go to: https://theabundantaccountant.com/about/
136. Virtual Currency: IRS Reporting & Enforcement Developments from the Trenches by Tax Rep Network
March 03, 2023 21:27 - 41 minutes - 57 MBMike Villa guest hosts this week’s podcast where he discusses recent hot spots in IRS reporting and enforcement on digital assets and virtual currency with two experts in the field, Damon Rowe (former IRS Director of the Fraud Enforcement Office) and Stacey Ferris, a CPA and CFE who developed a college course on block chain and cryptocurrency that she teaches at the University of Maryland.
135. EITC Enforcement with Dawn Brolin by Tax Rep Network
February 13, 2023 20:33 - 35 minutes - 48.4 MBIf you are handling tax returns with the EITC, tax preparers beware! In this week’s program, Dawn Brolin joins Eric Green to talk about the EITC, what practitioners should be doing, and how the IRS is bringing the hammer down on practitioners. Join Eric on Feb 20, 2023 for Intuit's EITC Enforcement: How to Avoid Becoming an IRS Target: https://taxrepllc.com/eitc
134. Tax Season and Mental Health with Randy Crabtree by Tax Rep Network
February 03, 2023 17:45 - 56 minutes - 78 MBIn this week’s podcast Eric is joined by Randy Crabtree (The Unique CPA Podcast) to discuss the mental health issues tax professionals deal with and what they should be doing about it.
133. IRS Makes the $250,000 Streamlined Installment Agreement Permanent by Tax Rep Network
January 29, 2023 21:32 - 11 minutes - 16 MBOne of the changes made during the pandemic was the increased streamlined agreement for campus collections. Eric discusses the change and what this means for tax pros and taxpayers with back tax debts.
132. How to Run Your Entire Practice on Free Software! with Omry Man, Anchor by Tax Rep Network
December 30, 2022 17:03 - 41 minutes - 57.2 MBOn this week’s podcast Eric reviews Anchor with one of its founders and discusses how he can run his entire practice with it and pay (almost) nothing. Listen in and then go check out Anchor at the link below and see how easy it is to set up clients, get agreements signed, and get paid before you touch that tax return or pick up the phone to call the IRS! Visit Anchor here: https://bit.ly/Taxrepanchor
131. So, What's Reasonable? Reasonable Comp with Paul Hamann, RC Reports by Tax Rep Network
December 02, 2022 21:16 - 41 minutes - 57.2 MBS Corporations can provide savings on self-employment taxes but are subject to reasonable compensation rules. In this week’s program Eric is joined by RC Reports Paul Hamann to review the status of the law right now on what is reasonable in terms of compensation, and what you should be doing for your corporate clients before this tax season starts! Want to check out RC Reports? https://trn.rcreports.com/
130. Building Your Online Reputation with Oscar Wimshurst NiceJob by Tax Rep Network
November 21, 2022 17:12 - 33 minutes - 45.6 MBIn this week’s podcast, Oscar Wimshurst from NiceJob joins Eric to discuss the use of online reviews in building online reputation and obtaining clients. Eric also discusses how TRN used NiceJob to gather those reviews and added 100 Google reviews in a few weeks with little to no effort. Want more 5-star reviews? Check out Nice Job at https://nicejob.grsm.io/taxrep Get Tax Help Software here at https://TaxHelpSoftware.com
129. Pricing Your Tax Work with Michelle Weinstein by Tax Rep Network
November 02, 2022 19:44 - 47 minutes - 65.3 MBIn this week’s podcast, Michelle Weinstein from the The Abundant Accountant joins Eric again to discuss pricing your tax services, why this is critical to your financial and personal happiness, and how it maximizes the value of your practice. Eric and Michelle then provide advice on what to do with your practice and clients if you are not charging appropriately, and how to send those clients you don’t want packing. Connect with Michelle at https://theabundantaccountant.com/ Want more 5-st...
128. Digital Marketing for Tax Pros with Jason Holmes by Tax Rep Network
October 02, 2022 20:54 - 35 minutes - 49 MBToday, it is critical that everyone have a solid online digital presence. But what does that mean exactly, and what should you prioritize first? Joining Eric on this week’s podcast is Jason Holmes from ThriveFuel to unpack the options and what tax pros should focus on, and what they can add later. Want to connect with Thrive Fuel? Go to https://thrivefuel.com
127. Should You Do Voluntary Disclosure? with Kareem Carter by Tax Rep Network
September 22, 2022 00:24 - 33 minutes - 46.4 MBJoining Eric on this weeks program in Kareem Carter, the IRS Criminal Investigation (IRS-CI) acting executive director for Global Operations. One of Kareem’s roles is to oversee the IRS’s Voluntary Disclosure program. Kareem and Eric discuss the program and the recent changes, and get into which taxpayers should use Voluntary Disclosure to clean up their past tax misdeeds, and when maybe just filing the return (or amended return) is called for. Interested in the IRS Voluntary Disclosure pro...
126. IRS Enforcement Update Part 2 with Deputy Commissioner Darren Guillot by Tax Rep Network
August 16, 2022 16:33 - 40 minutes - 55.8 MBIn June, Eric discussed the latest intelligence on what the IRS was thinking in terms of enforcement priorities. What better than to update that with the man himself, Deputy Commissioner Darren Guillot. Darren joins Eric and reviews where IRS enforcement is right now, the latest on the two new campuses, and what is coming down the road for taxpayers and practitioners.
125. IRS Enforcement Update - June 2022: Trust Funds, Crypto, and Foreign Assets by Tax Rep Network
June 07, 2022 20:44 - 14 minutes - 19.8 MBIn this week’s podcast, Eric reviews the latest enforcement updates straight from the IRS SB/SE Commissioner, and how the service will focus on where the unpaid payroll taxes went, as well as undeclared assets in collection cases around crypto-currency and foreign assets. The 6th Annual Criminal Tax Conference is 6/10, catch it live in-person or via live webcast: https://irsrepconference.com/criminal-tax-day-2022/ Join us on 6/14 to learn to how to resolve tax liens and tax levies and...
124. Entrepreneurship with Nellie Akalp Founder and CEO of CorpNet by Tax Rep Network
April 20, 2022 22:30 - 45 minutes - 41.3 MBSo it’s not a closely-guarded secret that Nellie Akalp, the founder and CEO of Corpnet and Tax Rep’s Eric Green have been scheming to roll-out an entire series of talks on everything professionals need to know about legal entities: choice of entity, formation, operation, mergers and acquisitions, sales and dissolutions, along with everything in-between, like state registration, sales tax issues, etc. On what was supposed to be the opening volley for this lineup, everything goes sideways when...
123. Authenticity Sells with Jina Etienne by Tax Rep Network
April 18, 2022 18:43 - 51 minutes - 47.1 MBJoining Eric on this week’s podcast is Jina Etienne, CPA and D&I consultant, speaker and trainer. Jina is a story-teller and draws from her unique background and mix of work experiences to offer examples and share insights designed to increase awareness, appreciation for and understanding of the benefits of being your authentic self. Listen in on this fascinating conversation and how you can be yourself and increase sales and client connection. Want to connect with Jina? https://www.etienne...
122. How to Build a Saleable Accounting Practice with Sharrin Fuller by Tax Rep Network
March 30, 2022 00:53 - 52 minutes - 48.3 MBJoining Eric this week on the Tax Rep Podcast is Sharrin Fuller. Sharrin is the CEO and founder of Glass Wallet Ventures and is a managing partner in multiple accounting and financial services businesses including A Simple Office Solution. After successfully starting her own virtual practice she scaled and sold it. Sharrin developed the Remote Firm Scaling System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity...
121. Eric Green and Seth Fineberg on the AccountingWeb Summit by Tax Rep Network
March 23, 2022 04:12 - 28 minutes - 26.1 MBOn this week’s podcast, Eric Green is joined by AccountingWeb’s Managing Editor Seth Fineberg to discuss the upcoming summit on May 9th – 12th, the panels Eric has, including Criminal Tax with Deputy Chief Robnett and Enforcement with SB/SE Commissioner Darren Guillot. Eric also has a special deal for Tax Rep listeners and with an invite to the private Tax Rep dinner at the conference if you do attend! Want to check out the conference? https://www.accountingweblivesummit.com/ Want to save...
120. The Life Cycle of a Criminal Case with Gwen Moore and Ajay Gupta by Tax Rep Network
February 10, 2022 03:45 - 1 hour - 81 MBOn this week’s podcast episode, Eric is joined by Gwen Moore and Ajay Gupta to walk through how a criminal tax case works, from referral to sentencing. Want to contact Gwen or Ajay? Guinevere Moore: [email protected] Ajay Gupta: [email protected]
119. Mad at the IRS? Blame Congress with Gwen Moore by Tax Rep Network
January 28, 2022 23:13 - 58 minutes - 53.1 MBThe headaches with the IRS continue: massive backlog of mail and returns that have not been processed, hold times on the phones that are measured in hours not minutes, and a grinding enforcement machine that continues unabated. Guest Host Gwen Moore joins Eric on this special episode to discuss her recent Forbes Column, the ongoing issues at the IRS, why Congress is actually the bad actor, and what they think of the Congressional announcement made today regarding the call for the IRS to hold...
118. Automate Everything with Andrew Lassie by Tax Rep Network
January 27, 2022 02:11 - 50 minutes - 46 MBJoining Eric on this week’s podcast is Andrew Lassie from the Tech4Accountants podcast, where they discuss how to actually make money by leveraging technology, streamlining your operation, and scaling your enterprise, so it’s no longer a ‘practice’ but a ‘business’ that you work on instead of in. Want to connect with Andrew? Check out https://tech4accountants.net
117. Keep Your World Small with Steve Just by Tax Rep Network
December 22, 2021 07:08 - 41 minutes - 37.8 MBIt's easy these days to become overwhelmed: law changes, client issues, marketing, family stuff, politics, news, COVID. We get it. Eric has spoken about the need to focus on what is directly in front of you and keep your world small. Why? It’s what he learned from his friends who are now former Navy Seals. So, who better to join Eric to discuss what it means to keep your world small and how it applies to your practice than one of those friends, former Navy Seal Steven Just. Steve joins Eric ...
116. What to Do Right Now with Your 1040 Practice by Tax Rep Network
December 04, 2021 18:27 - 9 minutes - 9.06 MBWith the 2022 tax season bearing down on us, Eric Green discusses what every tax professional should be thinking about right now and how to make your 1040 practice more enjoyable and profitable than ever before! Bench: https://bench.co/taxrep ENQ: https://callenq/TRN/ THS: https://TaxHelpSoftware.com Want to build an IRS Rep Practice and add $100,00 to your bottom line? Join us at https://TaxRepLLC.com
115. Sales vs Marketing with Michelle Weinstein by Tax Rep Network
November 30, 2021 03:02 - 49 minutes - 45.7 MBMichelle Weinstein (from The Abundant Accountant) is back to discuss with Eric the difference between Sales and Marketing and what tax pros should be doing now to boost sales.
114. Tax Rep Minute - How to Complete a Form 433
November 17, 2021 17:29 - 6 minutes - 5.83 MBIn this quick message, Eric discusses what he saw when filtering through more than 4,000 questions on Offers, why the 433 form is so critical, and his upcoming workshop and guide to help tax pros become Offer masters. Want the new Insider’s Guide to IRS Offers? Grab it here: https://tgpublish.com/ Register for the 433 workshop on 11/29 here: https://taxrepllc.com/program-20211129-433/