Things have changed drastically since my first busy season in 2011 at a CPA firm. I worked at a firm that had gone international, and they had a lot more resources than I had when I first started my firm. In my first busy season, my tech stack wasn't too complex. Technology has changed a lot within the past decade, and so have the tools that I now utilize. It has made the barriers to entry to starting a streamlined Enrolled Agent firm lower. That's why I want to share what I

How to Create a Client Avatar for Your Enrolled Agent Firm I have helped my fellow tax professionals grow their business for almost 6 years now. Since I started my own platform, America's Favorite EA, I began to notice a common theme. This was for both tax professionals and other business owners. They had trouble making sales or working with their ideal client. The reason for this is that they were unclear about who it was they wanted to help and how they would help them. Fea

Taxes aren't "sexy". Social media marketing for Enrolled Agents is hard. That is why it is easy to get analysis paralysis