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

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

CPA, EA, AFSP, USTCP... there are so many different professional credentials that exist right now that if you’re searching the internet for tax help it can be very easy to get confused and even flustered if you don’t know what they all mean. Sometimes, professionals, myself included, get so caught up in tax jargon that we forget to break things down so the average taxpayer can understand. Charge our heads not our hearts!