Your Tax Firm, Your Way

By Brad Wooten, CPA

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Category: Entrepreneurship

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Episodes: 43

Description

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 to make your own firm a great place for you and your clients.

Episode Date
Why I Won't Sign a Comfort Letter
Sep 08, 2026
I Was Making More Than the People I Was Watching
Sep 04, 2026
Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA
Jul 20, 2026
We Tested AI in Our Tax Firms: Here's What Works & What Doesn't
Jul 13, 2026
Tax Firm Owners Share Their Story: Evan Schroedel, CPA
Jun 30, 2026
Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger
Jun 15, 2026
Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP
Jun 01, 2026
Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST
May 25, 2026
Tax Firm Owners Share Their Story: Kelly Rohrs, CPA
May 18, 2026
Confidence and Competence: Your Firm's Missing Piece?
May 13, 2026
Tax Firm Owners Share Their Story: Henry Huie, CPA
May 11, 2026
This Scheduling System Changed My Entire Tax Season
May 07, 2026
Tax Firm Owners Share Their Story: Israel Steinberg, CPA
May 05, 2026
The Client Acquisition Mindset Tax Firms Are Missing
Apr 29, 2026
Tax Firm Owners Share Their Story: Ronnie Withaeger
Apr 27, 2026
Tax Firm Owners Share Their Story: Jake Demi
Apr 22, 2026
Tax Firm Owners Share Their Story: Jasmine Richards
Apr 13, 2026
Tax Firm Owners Share Their Story: Sam Nguyen
Apr 06, 2026
Tax Firm Owners Share Their Story: Natalie Kutat
Mar 30, 2026
Tax Firm Owners Share Their Story: Daniel Cleaveland
Mar 23, 2026
Tax Firm Owners Share Their Story: Vanette Cotto
Mar 16, 2026
Tax Firm Owners Share Their Story: Zan Rizvi
Mar 09, 2026
Tax Firm Owners Share Their Story: Andrew Hales
Mar 02, 2026
Tax Firm Owners Share Their Story: Katie Helle
Feb 23, 2026
Tax Firm Owners Share Their Story: Jonathan Sussman
Feb 16, 2026
Tax Firm Owners Share Their Story: Chad Huebsch
Feb 09, 2026
Tax Firm Owners Share Their Story: Brenda Cannon
Feb 02, 2026
Tax Firm Owners Share Their Story: Zee Barfoot
Jan 26, 2026
Tax Firm Owners Share Their Story: Austin Rice
Jan 19, 2026
Tax Firm Owners Share Their Story: Zeah DeBolt
Jan 12, 2026
Tax Firm Owners Share Their Story: Niko McElroy
Jan 05, 2026
Tax Firm Owners Share Their Story: Kathy Hayden
Dec 29, 2025
Tax Firm Owners Share Their Story: Rob Premselaar
Dec 22, 2025
Tax Firm Owners Share Their Story: Yehuda Tenenbaum
Dec 16, 2025
Tax Professionals Are Making a Huge Mistake With AI
Dec 12, 2025
Tax Firm Owners Share Their Story: Margie Grife
Dec 09, 2025
Tax Firm Owners Share Their Story: Jack Heil
Dec 02, 2025
Tax Firm Owners Share Their Story: Wendy Tibbetts
Nov 25, 2025
Tax Firm Owners Share Their Story: Colton Heiniger
Nov 18, 2025
Tax Firm Owners Share Their Story: Carmen Mejia
Nov 11, 2025
Tax Firm Owners Share Their Story: Todd Crabtree
Nov 04, 2025
Tax Firm Owners Share Their Story: Erica Goode
Oct 28, 2025
Tax Firm Owners Share Their Story: Logan Holman & Claire Gallant
Oct 21, 2025