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Artwork for Your Tax Firm, Your Way

Your Tax Firm, Your Way

Brad Wooten, CPA
Tax Planning
Tax Season Scheduling
Taxdome
Tax Preparation Industry
Sales Mindset
Bookkeeping
Andrew Hales
Acquisition Of a CPA Firm
Faith
Pricing and Upfront Billing
Mentorship
Accounting
AI Tax Prep Software
AI In Tax
Awareness In Marketing
Calendly
Scheduling
Ronnie Withaeger
Confidence In Business
Competence In Tax Services

This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path ... more

PublishesWeeklyEpisodes41Founded8 months ago
Number of ListenersCategories
EntrepreneurshipBusinessEducationSelf-Improvement

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Artwork for Your Tax Firm, Your Way

Latest Episodes

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 i... more

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 ... more

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 i... more

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 i... more

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 i... more

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 i... more

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 i... more

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 account... more

Key Facts

Accepts Guests
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Recent Guests

Steven Jarvis
CPA with 16 years of experience, founder of Retirement Tax Services
Retirement Tax Services
Episode: Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA
Yehuda Tenenbaum
Entrepreneur in AI-driven tax software, founder/advocate; associated with Juno and TaxDome products
Juno; TaxDome
Episode: We Tested AI in Our Tax Firms: Here's What Works & What Doesn't
Evan Schroedel
CPA based in Raleigh, NC; former EY, management consulting, ERP-focused roles; launched own firm
Independent CPA practicing remotely
Episode: Tax Firm Owners Share Their Story: Evan Schroedel, CPA
Samuel Nachfolger
Founder of Borderless Tax Accountants; US expat and international tax specialist
Borderless Tax Accountants
Episode: Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger
Kyle Beltle
CPA, CTP; founder Proactive CPA Co
Proactive CPA Co
Episode: Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP
Mike Mazzanna
CPA, founder of Mazz CPA
Mazz CPA
Episode: Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST
Kelly Rohrs
Owner of a tax and accounting firm, serving professionals including attorneys
Independent tax firm (Long Island-based)
Episode: Tax Firm Owners Share Their Story: Kelly Rohrs, CPA
Henry Huie
Solo tax firm owner based in Las Vegas, started firm in 2023
Self-employed tax practitioner
Episode: Tax Firm Owners Share Their Story: Henry Huie, CPA
Israel Steinberg
Founder of a tax firm in New Jersey
Independent tax practice
Episode: Tax Firm Owners Share Their Story: Israel Steinberg, CPA

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Talking Points

Recent interactions between the hosts and their guests.

Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA
Q: How do you approach pricing and service levels for clients?
We offer a single, premium-level service aimed at providing ongoing support and peace of mind, with fees typically starting around $800 and often including year-round access and advisory support.
Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA
Q: What did the early ramp-up look like, and when did you first generate revenue?
We started from zero in mid-2021, focusing on building resources for advisors and gradually bringing in tax prep work; revenue began with a small base in the 2021 filing season and grew in subsequent years.
Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA
Q: Why did you decide to start Retirement Tax Services after being on the partner track at large firms?
I wanted to create a space where tax prep and planning could be done in collaboration with financial advisors, addressing a market need for CPAs to work more integrally with the financial planning process.
Tax Firm Owners Share Their Story: Margie Grife
Q: What would you advise someone thinking about starting their own firm?
Be outgoing, talk about what you do, build a network, seek mentorship, and stay connected with peers for support and validation, especially during the first year when you're learning and validating your pricing and services.
Tax Firm Owners Share Their Story: Margie Grife
Q: What's your approach to building clients in a rural area and through networks?
She explains reliance on personal networks, Facebook outreach, local school postings, and local chamber events, noting that credibility points (like a local office or visible presence) help in a small town, while online reviews and Google maps gradually bring in new clients.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Household Income
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Frequently Asked Questions About Your Tax Firm, Your Way

What is Your Tax Firm, Your Way about and what kind of topics does it cover?

The program targets tax firm owners and aspiring practitioners, focusing on how to launch, scale, and optimize a tax or bookkeeping practice. Episodes consistently explore practical operations, pricing, technology stacks, client onboarding, and service packaging, with a strong emphasis on mindset, workflow automation, and sustainable growth for small to mid-size firms. Notable strengths include actionable tactics (pricing models, schedule optimization, niche targeting) and real-world founder journeys that blend entrepreneurship with professional services. This mix makes it useful for listeners seeking tangible systems to improve profitability, client experience, and work-life balance in running a tax-focused practice.

A standout trait is ... more

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Which podcasts are similar to Your Tax Firm, Your Way?

These podcasts share a similar audience with Your Tax Firm, Your Way:

1. Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
2. The Fun CPA Podcast
3. Jason On Firms Podcast
4. Tax in Action: Practical Strategies for Tax Pros
5. The Accounting Podcast

How many episodes of Your Tax Firm, Your Way are there?

Your Tax Firm, Your Way launched 8 months ago and published 41 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Your Tax Firm, Your Way?

Recent guests on Your Tax Firm, Your Way include:

1. Steven Jarvis
2. Yehuda Tenenbaum
3. Evan Schroedel
4. Samuel Nachfolger
5. Kyle Beltle
6. Mike Mazzanna
7. Kelly Rohrs
8. Henry Huie

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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