2026 Enrolled Agent Firm Bootcamp I recently shared my vision for the Enrolled Agent Firm Bootcamp and what I would love for it to grow to. I also shared that last year, the first event, I taught every session. I am so happy that won't be the case this year. I have four speakers and two sponsors who have joined me to help bring the Enrolled Agent Firm Bootcamp closer to my vision. This year, we will be offering 4 hours of CE, thanks to the ETS Tax Institute. We'll also learn

The 2026 Enrolled Agent Firm Bootcamp Event Flyer This is the second year that I will be hosting the Enrolled Agent Firm Bootcamp. I wanted to take this time to explain what the Enrolled Agent Firm Bootcamp is, my vision behind it, and who it's for. I'll also give you some insight into how this year's agenda will go. What is the Enrolled Agent Firm Bootcamp? I created the Enrolled Agent Firm Bootcamp as an in-person event to help Enrolled Agents learn the firm basics. The eve

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

One of the questions I am asked most often by new tax professionals is, "What's next?". Whether you are new to the tax industry or seasoned, having a written-out workflow is pertinent to your success. It allows you to be more efficient. But your workflow doesn't begin after the client has retained you. It begins as soon as your marketing funnel leads them to book a call with your tax preparation business. You do not have to work with everyone who reaches out about working wit

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

Ping Assistant logo courtesy of Ping It's not too often that I find a self-proclaimed AI tool for accountants that I am fond of. It's nothing personal against the software companies or the technology. Artificial intelligence has been around for a while in the tax world, Gruntworx anybody? But since ChatGPT, whom I infectiously refer to as Chat Daddy, has hit the scene, it has put a bad taste in my mouth. AI has become a crutch for people who use it as a final answer rather th

The Enrolled Agent designation has been around since the Civil War. This designation, awarded by the IRS, authorizes a tax professional...

Each week I am asked what tax resolution software I use and if it is necessary. Tax resolution software helps make your tax...