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Explore every episode of the podcast Tax Rep Network with Eric Green

Dive into the complete episode list for Tax Rep Network with Eric Green. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
You Don't Own A Business. You Own A Job. Here's How To Fix It With Roger Knecht05 Nov 202600:29:41

You started your own accounting firm for freedom, flexibility, and financial success. So why are you working harder than ever?


In this episode of the Tax Rep Network Podcast, Eric Green sits down with Roger Knecht, CEO of Universal Accounting, to tackle one of the biggest obstacles preventing tax professionals from growing their firms: the inability to get out of the day-to-day work.


If you're still preparing every return, reviewing every bookkeeping entry, and handling every client issue yourself, you haven't built a business. You've created a job you can't escape.


Roger explains how to break that cycle by developing a team that can handle the work without requiring you to become a full-time trainer. From turning inexperienced hires into productive tax preparers to helping existing employees become Enrolled Agents, Eric and Roger explore how investing in your staff can unlock higher-value IRS representation, advisory services, and real practice growth.


Discover how structured training, smart delegation, and just one hour a day of employee development can help you build a firm that operates without depending on you for everything.


The goal isn't just to make more money. It's to build a business that gives you your life back.


Learn more about Universal Accounting's training programs at https://universalaccountingschool.com or call 801-265-3777.



The “Super Roth” Strategy: The Tax Loophole Most Accountants Miss With Rick Wells And Doug D’Andrea02 Nov 202600:28:40

What if your highest-earning clients could put away more money, grow it tax-deferred, and potentially access it tax-free in retirement—even when they make too much to contribute directly to a Roth IRA?


Eric Green sits down with Rick Wells and Doug D’Andrea of Baystate Financial to reveal one of the most overlooked tax planning strategies available: using Variable Universal Life (VUL) insurance to create what Eric calls a “Super Roth.”


They break down how the strategy works, why high-income earners and business owners should know about it, how to avoid the Modified Endowment Contract (MEC) trap, and what can go terribly wrong if a policy isn't properly structured and maintained.


Eric even shares the story of a client whose collapsed policy resulted in a massive tax liability—and how explaining the situation to an IRS Revenue Officer led to an unexpected outcome.


For CPAs, EAs, and tax professionals, this episode is about more than insurance. It's about bringing sophisticated planning ideas to your clients, strengthening relationships, and uncovering new revenue opportunities.


PLUS: Join Tax Rep Network and Baystate Financial on November 9 and 11 for a FREE six-hour estate planning webinar series, with up to 6 hours of CE/CPE.


Register for free: https://taxrepnetwork.com/programs/estate-planning


This episode is for educational purposes only and does not constitute individualized tax, legal, or investment advice. VUL policies involve fees, investment risk, underwriting requirements, and potential tax consequences.


Contact Rick Wells here: rwells@baystatefinancial.com

Contact Doug D’Andrea here: douglasdandrea@financialguide.com


Work Less. Make More. Stop Killing Yourself For Your Accounting Practice. With Lauren Baptiste29 Oct 202600:37:00

What if the secret to making more money in your accounting practice was actually working less?


Burnout has become a way of life for too many accountants and tax professionals. Long hours, demanding clients, endless deadlines, and the belief that success requires sacrificing everything else. But what if we've been doing it all wrong?


In this episode of the Tax Rep Network Podcast, Eric Green sits down with Lauren Baptiste, CPA, founder of Acheloa Wellness and former Big Four professional, to challenge the culture of overwork and explain why working harder may actually be holding you and your firm back.


Lauren shares how she helps professionals escape burnout, reclaim their time, and build more profitable practices without sacrificing their health, families, or happiness.

They discuss why accountants struggle to set boundaries, how to stop letting clients dictate your life, and why delegation, automation, better pricing, and a different mindset can completely transform your business.


Lauren also shares a remarkable example of a firm owner who increased annual revenue by approximately $200,000, improved profitability, and reduced her workweek to just three days.


The bottom line: You don't have to choose between making money and having a life.

If you're tired of working nights, weekends, and every tax season wondering whether there's a better way, this episode might change how you think about running your practice.


Connect with Lauren Baptiste: lauren@acheloawellness.com


Your Clients Aren’t Planning For This. Are You Asking? With Rick Wells And Doug D’Andrea 22 Oct 202600:44:24

Your clients trust you with their taxes—but who is asking them the questions that could protect their family, their business, and their financial future?

 

In this episode, Eric Green sits down with financial advisors Rick Wells and Doug D’Andrea to discuss the planning conversations every tax professional should be having with clients. From life and disability insurance to retirement planning, buy-sell agreements, long-term care, and estate planning, these are issues clients often overlook until it’s too late.

 

They also explore why these conversations represent a major opportunity for tax professionals to move beyond compliance and into higher-value advisory services—without necessarily becoming financial advisors themselves.

 

Plus, Eric shares real-world examples of what happens when clients fail to plan—and how tax professionals can help make sure those conversations happen before there is a crisis.

 

Download the free “10 Estate Planning Questions Every Tax Professional Should Ask Every Client” resource and learn how to start these conversations in your own practice.

 

Register for the free webinar series “What Happens When a Client Dies” here: https://taxrepnetwork.com/programs/estate-planning

 

Download our free Guide “The 10 Estate Planning Questions Every Tax Pro Should Ask Every Client” here: https://taxrepnetwork.com/resources

 

Contact Rick Wells here: rwells@baystatefinancial.com

Contact Doug D’Andrea here: douglasdandrea@financialguide.com




Referrals Are A Trap: How To Build A Predictable Client Pipeline With James Donovan19 Oct 202600:29:18

What if the biggest thing holding back your tax or accounting practice is the way you’ve always gotten new clients?


In this episode of the Tax Rep Network Podcast, Eric Green sits down with James Donovan, founder of Accounting Leads Now, to challenge one of the profession’s most deeply ingrained assumptions: that referrals are the best way to grow.


James explains how tax and accounting professionals can create a predictable pipeline of high-intent prospects by getting in front of people at the exact moment they are searching for help. They break down Google Local Services Ads, why they can outperform traditional pay-per-click advertising, what a qualified lead can actually cost, and why being visible in your local market matters more than ever.


But generating the lead is only half the battle. Eric and James also dig into “speed to lead,” why the firm that answers the phone first often wins the client, how to calculate the lifetime value of a new client, and why marketing should be viewed as an investment rather than overhead.


They also discuss a mistake many firms make as they move into advisory and higher-value services: trying to sell prospects services they don’t understand. Sometimes the smartest path to a high-value advisory client starts with solving the simple problem they are already searching for.

If you want to stop hoping the phone rings and start building a system that makes it ring, this episode is for you.


In this episode:

• Why relying solely on referrals can limit growth

• How Google Local Services Ads work

• Why high-intent inbound leads are so valuable

• The importance of “speed to lead”

• What a new client is really worth over their lifetime

• Why marketing is an investment, not overhead

• How to dominate your local market

• Why bookkeeping and tax work can be the front door to advisory

• How to market what clients actually want—not industry jargon


James Donovan is the founder of Accounting Leads Now, a marketing firm focused exclusively on helping accounting, bookkeeping, and tax firms generate new business. You can contact James at https://accountingleadsnow.com/


What’s The Real ROI On Bill.com?16 Oct 202600:26:34

What if the key to growing your tax or accounting firm isn’t working harder or hiring more people—but eliminating the work you shouldn’t be doing in the first place?


Eric Green sits down with JC Franzen, Director of Product Sync & Integrations at BILL, to explore how AI, automation, and a smarter technology stack are changing the economics of running a tax and accounting practice.


They discuss how firms can automate time-consuming back-office work like accounts payable, receivables, expense management, invoice processing, approvals, and data entry—and use that newfound capacity to serve more clients, expand into higher-value advisory services, and increase profitability without proportionately increasing overhead.


JC also explains how AI is helping identify unusual transactions, reduce costly human errors, and automate tasks that once consumed hours of staff time.

Eric and JC also tackle the ROI question: if technology can turn hours of administrative work into minutes, the opportunity isn’t simply to save money—it’s to build a more scalable and profitable firm.


If you’re still writing checks, manually entering invoices, chasing payments, or paying staff to perform repetitive administrative work, this episode may change the way you think about your practice.


Check out Bill.com here: https://www.bill.com/TRN


Want to contact JC Franzen? She is on LinkedIn here: https://www.linkedin.com/in/jaunice-franzen/


The $30,000 Non-Filer14 Oct 202600:26:36

More than 11 million taxpayers have been identified as non-filers—and for tax professionals, that represents a massive opportunity to solve serious problems, deliver tremendous value, and build a highly profitable representation practice.

 

In this episode, co-hosts Eric Green and Dawn Brolin break down why non-filer cases are among their favorite tax resolution engagements and why practitioners may be leaving significant money on the table by overlooking them.

 

Eric and Dawn explain the IRS six-year compliance rule, why blindly filing every missing return can be an expensive mistake, and how strategic decisions involving filing status, state voluntary disclosure programs, bookkeeping, and collection alternatives can potentially save clients tens of thousands of dollars.

 

They also walk through the economics of a typical non-filer engagement—from reconstructing years of bookkeeping and preparing delinquent returns to resolving the final IRS and state balances—and show how a single case can become a 20,000–30,000 engagement.


Just as important, they discuss how to price the work in stages, communicate the value you are providing, avoid taking on the client's financial problems as your own, and recognize when a difficult prospect simply isn't worth taking.


And once the crisis is resolved? That former non-filer may become one of your most loyal—and valuable—long-term clients.


If you handle IRS representation, or want to grow that side of your practice, this episode will show you why non-filers should be on your radar—and why you should talk to the client before they file anything.



An IRS Insider On AI, Enforcement & What Comes Next 30 Sep 202600:49:04

The IRS has fewer employees. Artificial intelligence is taking on a bigger role. Enforcement is becoming more targeted. And the way cases are selected, worked—and appealed—may be about to change dramatically.


So what does that mean for taxpayers and the professionals who represent them?


Tax Rep Network Founder Eric Green sits down with former IRS SB/SE Commissioner Darren Guillot. Now on the other side of the table, Guillot offers a rare insider’s perspective on where the IRS is headed.


They dig into the impact of the dramatic reduction in the IRS workforce, why enforcement revenue matters far beyond the dollars actually collected, and how the agency may use AI and massive amounts of taxpayer data to identify the cases most worth pursuing.


Guillot also explains why AI could fundamentally change IRS audits—allowing the agency to spot risk earlier, select better cases, automate routine collection work, and concentrate experienced revenue officers and agents on higher-dollar and more complex taxpayers.


Is the Independent Office of Appeals really independent? Why are some cases sitting in Appeals for years only to result in a “take 15–20% or go to court” settlement? And has Appeals drifted away from what Guillot himself helped design through the Appeals Judicial Approach and Culture (AJAC) initiative?


If you represent taxpayers before the IRS, this is a conversation you’ll want to hear. The IRS of the next five years may look very different from the IRS you know today.


Want to contact Darren? Email him at darren.guillot@alliantgroup.com


IRS Letter 11, Now What?29 Aug 202600:25:25

IRS Letter 11 is one notice you—and your client—cannot afford to ignore.

In this episode of the Tax Rep Network Podcast, Attorney Eric Green breaks down exactly what to do when a client receives an IRS Letter 11, the Final Notice of Intent to Levy and Notice of Your Right to a Collection Due Process Hearing. With automated IRS enforcement ramping up, understanding this notice—and acting before the deadline—is critical.


Eric walks through the 30-day deadline for requesting a Collection Due Process (CDP) hearing, how to properly file Form 12153, and why being able to prove timely filing matters. He also explains what happens if the 30-day deadline is missed and when an Equivalent Hearing may still be available.

You’ll also learn why taxpayer compliance is essential, what to request on Form 12153 when you haven’t yet determined the best resolution strategy, and how to prepare for Appeals. Eric explains the practical differences between Forms 433-A, 433-F, and 433-H, including which financial statement to use when dealing with ACS.


Letter 11 means the clock is running. This episode gives tax professionals a practical roadmap for protecting their clients from levies, preserving appeal rights, and moving the case toward resolution.

The same procedures generally apply to CP90 and Letter 1058.


Want to master IRS representation and build your tax resolution practice? Visit Tax Rep Network and join the growing community of tax professionals mastering IRS representation: https://TaxRepLLC.com



If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Authority Marketing: How To Become The Obvious Choice For Clients With Gabe McManus 11 Aug 202600:37:01

What separates the tax professionals who struggle to find clients from those who seem to attract them effortlessly? In this episode of the Tax Rep Network Podcast, Eric Green sits down with Gabe McManus of Influential Advisor Media to discuss the power of authority marketing and why your message matters more than your marketing budget.


Eric and Gabe explore how books, podcasts, storytelling, and strategic content can position you as the trusted expert in your market. They explain why clients buy confidence—not technical details—and how the right message can pre-sell prospective clients before they ever schedule a consultation.


Whether you're building a tax representation practice, launching your own firm, or looking to grow your influence, this episode is packed with practical strategies to help you stand out, attract better clients, and communicate your value with confidence.


Contact Gabe at: https://influentialadvisor.com/gabe/


Is The IRS Incompetent?04 Aug 202600:12:31

Have you noticed that dealing with the IRS seems harder than ever? In this episode of the Tax Rep Network Podcast, tax attorney Eric Green explores a troubling trend he's seeing firsthand: IRS employees who don't understand their own procedures, give conflicting guidance, or simply fail to follow established rules.


Is this the result of inexperienced staff, inadequate training, outdated systems, or something even bigger? Eric shares real-world examples from his practice, explains what these changes mean for tax professionals and taxpayers, and offers practical strategies for navigating an IRS that is becoming increasingly unpredictable.


Whether you represent taxpayers or are dealing with the IRS yourself, this episode provides valuable insight into what's happening behind the scenes—and how to protect yourself when the rules seem to change depending on who answers the phone.



Better Faster Cheaper30 Jul 202600:19:05

AI is changing tax and accounting software faster than most firms realize—but what does that actually mean for your practice? In this episode, Eric Green sits down with Liscio founder Chris Farrell to discuss why the next generation of technology will be better, faster, and cheaper. They explore how AI is driving down software costs, why many traditional accounting platforms are facing unprecedented competition, and what tax professionals should be looking for before renewing expensive software contracts.


Chris explains why the future isn’t just artificial intelligence—it’s smarter, deterministic technology that automates repetitive work while leaving strategic tax planning and client relationships where they belong: with trusted advisors. They also discuss private equity’s push into accounting, the evolution of document management into “file intelligence,” and why firms that embrace these changes will gain a significant competitive advantage.


Whether you’re evaluating practice management software, AI tools, or simply wondering where the profession is headed, this conversation offers practical insights into how tax professionals can build a more efficient, more profitable practice in the years ahead.



To DOJ Tax and Back Again: A Sit-down With Caroline Ciraolo23 Jul 202600:29:22

Kostelanetz Partner and Former Acting Assistant Attorney General for the Tax Division, Caroline Ciraolo, joins Eric Green for an insightful conversation about one of the most fascinating careers in tax controversy. Caroline shares her journey from Tax Court clerk to private practice, leading the Department of Justice Tax Division, and returning to one of the nation's premier tax controversy firms.

They discuss what really happens inside DOJ, the professionalism of government attorneys, why relationships matter in the tax community, and how volunteering and getting involved can transform your career. They also explore why today's enforcement environment presents one of the greatest opportunities in years for attorneys, CPAs, and Enrolled Agents looking to build or expand a tax controversy practice.

Whether you're just entering IRS representation or already handling complex cases, this episode is packed with practical career advice, leadership lessons, and behind-the-scenes insights from one of the most respected voices in tax controversy.


In this episode you'll learn:

• What it's really like leading the DOJ Tax Division

• Common misconceptions about government tax attorneys

• Why networking and professional organizations accelerate your career

• How to build a successful tax controversy practice

• Why today's IRS enforcement environment creates tremendous opportunity


Be sure to subscribe—Part 2 with Caroline will focus exclusively on how to build and scale a thriving tax controversy practice.


Want to contact Caroline? She can be found here: https://kostelanetz.com/our-people/caroline-d-ciraolo


Why Every Tax Pro Should Be Worried About ChatGPT With Denis Mezheritskiy17 Jul 202600:29:24

Every day, accountants, CPAs, EAs, and tax attorneys are uploading confidential information, workflows, and years of hard-earned expertise into public AI platforms like ChatGPT and Claude. But what are they really giving away?


In this episode, Eric Green sits down with AI entrepreneur Denis Mezheritskiy to discuss why generic AI tools aren't enough for professional firms—and why the future belongs to firms that build and control their own AI knowledge base.


They cover:

• Why public AI can expose your firm's intellectual property

• The hidden risks of uploading client data into ChatGPT

• The difference between generic AI and a proprietary "AI Brain"

• How AI employees will transform accounting firms

• Why tax professionals who embrace AI will outgrow those who don't

• How the IRS is already using AI for enforcement and audits

• What every accounting firm should be doing today to prepare for the next five years


If you're a CPA, EA, attorney, bookkeeper, or firm owner, this episode will change the way you think about AI—and may convince you to stop training someone else's platform with your expertise.


Learn more about the Tax Rep AI Brain at https://TaxRep.AI


Tax Savings Your Clients Are Missing With Mark Myers09 Jul 202600:24:35

Most tax professionals are so busy preparing returns and meeting deadlines that they never have time to uncover the advanced tax strategies their highest-value clients are looking for.


In this episode, Eric Green sits down with tax strategist Mark Myers to discuss how CPAs, EAs, and tax attorneys can deliver dramatically more value without adding more work to their plates. They explore overlooked planning opportunities, practical strategies for high-income business owners, and how partnering with specialists can increase client loyalty, generate referrals, and significantly boost firm value.


Whether you're looking to grow your firm, better serve existing clients, or uncover new revenue opportunities, this conversation is packed with practical ideas you can put to work immediately.


Want to connect with Mark Myers? https://TaxWisePartners.com


It’s All Mindset With Brian Mayoral18 Jun 202600:22:43

What separates successful tax and accounting firms from those that stay stuck? According to sales expert Brian Mayoral, it starts with mindset. In this episode of the Tax Rep Network Podcast, Eric Green sits down with Brian Mayoral, former Tony Robbins national sales trainer and founder of We Sell Up, to discuss the psychology of growth, overcoming fear, building scalable service offerings, and creating a sales process that doesn't depend solely on referrals.


Brian shares how he went from school teacher to one of Tony Robbins' top trainers and how he now helps accounting and tax firms build predictable growth through better positioning, core offerings, and sales systems. Eric and Brian also dive into entrepreneurship, failure, confidence, AI, and why "if you can't, you must" may be the most important lesson business owners can learn.


Whether you're a solo practitioner or running a multi-million-dollar firm, this conversation will challenge you to think differently about growth, sales, and what's possible for your practice.


Join us for a free webinar on Tuesday June 23rd at 1:00 pm EST here: https://taxrepllc.com/20260623-blueprint


Connect with Brian at https://wesellup.com


#TaxRepNetwork #TaxProfessionals #TaxResolution #AccountingFirmGrowth #Entrepreneurship #Mindset #SalesTraining #TonyRobbins #BusinessGrowth #TaxPracticeManagement



IRS Bypassing The POA?04 Jun 202600:09:45

Can the IRS just ignore the taxpayer's Power of Attorney (POA) and contact the taxpayer directly? No, unless specific criteria are met. In this week's episode, Eric Green discusses why that threat from the IRS employee is probably empty, and what to do if they do in case they bypass you and go directly to your client.

Civil Or Criminal? With Esther Robinson28 May 202600:33:42

In this episode of the Tax Rep Network Podcast, host Eric Green sits down with former IRS Office of Fraud Enforcement advisor Esther Robinson for an inside look at how civil tax audits can turn into criminal investigations. From fraud development and civil fraud penalties to IRS Criminal Investigation referrals and real-world case stories, Eric and Esther break down what tax professionals need to know when dealing with potential fraud issues. They discuss the role of the IRS Office of Fraud Enforcement, the warning signs examiners look for, why some cases become criminal while others stay civil, and the costly consequences taxpayers face when crossing the line. Packed with practical insights, behind-the-scenes IRS procedures, and war stories from the field, this episode is a must-listen for CPAs, EAs, attorneys, and anyone handling IRS controversy work.


Join us for the webinar covering this in-depth on June 4th by registering here: https://taxrepllc.com/20260604-fraud/


Want to connect with Esther? Contact her at: Esther@treestoneadvisory.com.


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Inside A Criminal Tax Case Part 2 With John Mulcahy21 May 202600:49:51

In Part 2 of this deep-dive series, Eric Green is joined again by former U.S. Department of Justice Tax Division attorney John Mulcahy for an unfiltered look at what really happens behind the scenes in a criminal tax case.


This episode pulls back the curtain on the critical decision-making process inside the government—from how cases are reviewed and approved for prosecution to the high bar prosecutors must meet under the “reasonable probability of conviction” standard. John walks through what happens when IRS agents submit a case, how DOJ attorneys analyze evidence, and why some cases get sent back for further development before charges are ever filed.


Eric and John also tackle one of the most important (and misunderstood) opportunities for defense attorneys: the pre-charging conference with the DOJ. They explain why these meetings matter, how they can change the trajectory of a case, and what prosecutors are really looking for before deciding whether to move forward with criminal charges.


The conversation then shifts to strategy—covering proffers, reverse proffers, and how both sides use these tools to either build or defend a case. You’ll hear real-world examples of how these interactions play out, including when they lead to declined prosecutions… and when they don’t.


Finally, the episode explores the realities of sentencing, restitution, and negotiation dynamics—breaking down how numbers drive outcomes, why simplicity matters in front of a jury, and how acceptance of responsibility can significantly impact a client’s future.


Whether you’re a tax professional, attorney, or advisor, this episode delivers practical insight into navigating criminal exposure, advising clients effectively, and understanding how the government thinks at every stage of a case.


If you haven’t listened to Part 1 yet, start there—this is a continuation you won’t want to miss.


Want to contact John? Email him at: jmulcahy@nixonpeabody.com.

Inside A Criminal Tax Case With John Mulcahy18 May 202600:29:06

What really happens when a tax case goes criminal? In this episode of the Tax Rep Network Podcast, host Eric Green sits down with former federal prosecutor John Mulcahy—now in private practice at Nixon Peabody—to pull back the curtain on how criminal tax cases are built, reviewed, and prosecuted.


Drawing on over a decade of experience at the U.S. Attorney’s Office and the DOJ’s tax division, John walks through the lifecycle of a criminal tax case—from initial IRS investigation to DOJ review, grand jury proceedings, and ultimately, prosecution decisions. Along the way, he explains why the DOJ still plays a critical gatekeeping role and how consistency in tax enforcement is maintained nationwide.


But this conversation goes beyond process. Eric and John dig into the real-world dynamics that shape outcomes: the discretion of Assistant U.S. Attorneys, the strategic decisions behind charging (or declining) a case, and the often misunderstood role of “willfulness” in tax crimes. Through candid stories and behind-the-scenes insights, they highlight how cases can turn on a single issue—especially intent—and why listening closely to clients can make or break a defense. Now on the defense side, John also shares what it’s like transitioning from prosecutor to advocate—working with clients in crisis, navigating complex facts, and seeing firsthand that every case has more than one side.


If you’re a tax professional, attorney, or anyone curious about how criminal tax enforcement really works, this episode offers a rare insider perspective you won’t hear anywhere else.


Want to contact John?  Email him at: jmulcahy@nixonpeabody.com


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Get Out of Tax Debt Now With Beverly Winstead14 May 202600:18:00

In this inspiring and practical episode, Eric Green sits down with tax attorney and educator Beverly Winstead to break down one of the most overwhelming challenges taxpayers face: getting out of tax debt—and staying out.


Drawing from her book Get Out of Tax Debt Now, Beverly shares not only the technical steps to deal with the IRS, but also the mindset shifts that are critical to overcoming financial struggles. From her journey as a student-athlete to running the Low Income Taxpayer Clinic at the University of Maryland, Beverly brings a unique blend of personal experience, resilience, and professional expertise to the conversation.


This episode goes beyond tax strategy—it’s about real-life challenges and real solutions. Beverly opens up about her own financial hardships, including student loan debt and facing foreclosure, and how those experiences shaped her mission to help others navigate the system with clarity and confidence.

Whether you’re a taxpayer feeling overwhelmed or a practitioner looking for a better way to guide clients, this episode delivers clear, actionable advice without the jargon.


If you’re tired of ignoring the problem and ready to take control, this conversation is your starting point.

Grab a copy of Beverly’s new book here!


Want to contact Beverly?  Email her at: beverly@irshelpattorneys.com.




If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

IRS Penalties Reversed? With Kenny Dettman07 May 202600:23:02

A recent court ruling could unlock major refunds for taxpayers – but the clock is ticking. In this episode, Eric Green sits down with Kenny Dettman to break down the massive implications of the Kwong and Abdo decisions, as well as why they could mean widespread penalty and interest abatements tied to the COVID-era IRS shutdown period.

 

At the center of it all? The IRS’s handling of IRC §7508A during the federally declared disaster window from 2020 through mid-2023. According to recent rulings, deadlines may have been suspended, potentially invalidating penalties and interest assessed during that time. But here’s the catch: the deadline to act is July 11, 2026. They also discuss scalable solutions, including new tools designed to automate transcript retrieval, calculations, and filings, giving both taxpayers and practitioners a way to act before time runs out.

 

Whether you’re a tax professional or a taxpayer, this is one of those “don’t miss it” moments. Because come July 12… the opportunity may be gone for good. Tune in now and make sure you’re not the one saying, “Why didn’t I know about this?”

 

Check out Penalty Back and see what you can recover here: https://trn.penaltyback.com/


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

This Cannot Not Work 07 May 202600:08:30

In this week's episode, tax rep Network founder Eric Green discusses the issue of whether you can truly build a million-dollar IRS rep practice, and why he knows that it will absolutely work, if you commit to it. For those having self-doubts about their practice, listen to this short but powerful message.

How To Answer Any IRS Question In 60 Seconds With Denis Mezheritskiy04 May 202600:32:41

What if you could answer any IRS question—instantly, accurately, and with complete confidence?


In this episode of the Tax Rep Network Podcast, Eric Green is joined by AI strategist Denis Mezheritskiy to unveil a game-changing breakthrough: a private, purpose-built AI “Core Brain” trained exclusively on real tax resolution expertise—not unreliable internet data.


They break down how this new technology allows tax professionals to:

  • Instantly access answers from over 700 vetted Q&As and decades of experience
  • Eliminate delays, guesswork, and risky AI hallucinations
  • Scale their practice without adding staff
  • Increase profitability while working fewer hours
  • Build enterprise value with systems that reduce key-person risk


This isn’t generic AI—it’s a fully trained digital expert that thinks like a seasoned tax professional and delivers step-by-step, actionable guidance in seconds.


If you’ve ever felt stuck waiting for answers, overwhelmed by IRS complexity, or limited by time and staffing—this episode will change how you think about the future of your practice.


The question isn’t whether AI will transform tax resolution… It’s whether you’ll be ahead of it or chasing it.


Join Eric and Denis for the free webinar on May 7th here: https://taxrepllc.com/20260507-answer/



If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Unfollow The Rules With Sharrin Fuller 30 Apr 202600:29:04

What happens when you stop following the “rules” everyone says you’re supposed to live—and build something entirely your own way?


In this episode of the Tax Rep Network Podcast, Eric Green sits down with entrepreneur and author Sharrin Fuller to unpack her unconventional journey from teenage worker to salon owner… to self-taught accountant… to building and selling multiple firms.


They dive into the real story behind her book Unfollow the Rules—including the highs, the hard lessons, and the parts most people never talk about. From skipping the traditional college path to navigating private equity deals, Sharrin shares what it actually takes to build a business that works for you—and what can go wrong if you’re not prepared.


If you’ve ever felt stuck, overwhelmed, or unsure how to scale—or exit—your firm, this episode is a must-listen.  Raw, honest, and packed with hard-earned insight—this is one conversation you don’t want to miss.




If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

A Strange New World With Joe Woodard27 Apr 202600:44:52

In this episode, Eric Green sits down with Joe Woodard to break down the “strange new world” reshaping tax and accounting.

 

They dive into how AI is transforming everything—from automating prep work to enabling firms to scale faster, leaner, and more profitably than ever before. What used to take months (and six figures) can now be built in hours, changing the game for practitioners.

 

But this isn’t about replacing professionals—it’s about redefining them. Eric and Joe explain why the future belongs to those who shift from compliance work to advisory and representation, and how AI can solve the industry’s staffing crisis while creating massive opportunity.

 

If you want to understand where the profession is heading—and how to stay ahead of it—this is a conversation you can’t afford to miss.

 

Join Joe and Eric at Scaling New Heights in June: https://www.woodard.com/scaling-new-heights-2026



If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

The 5 Money Leaks Draining Your Firm With Michelle Weinstein23 Apr 202600:43:19

In this episode of the Tax Rep Network Podcast, Eric Green and Michelle Weinstein break down the five biggest money leaks that quietly drain profit, time, and energy from tax and accounting firms. From taking the wrong clients and giving away free advice to scope creep, accounts receivable, and operating without a real sales process, this conversation gets straight to the problems keeping firm owners overworked and underpaid. If you want to plug the leaks, charge with confidence, and build a more profitable practice, this episode is packed with practical insight.


You can contact Michelle at https://theabundantcall.com



If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Pricing With Confidence With Michelle Weinstein16 Apr 202600:34:06

In this episode of the Tax Rep Network Podcast, Eric Green sits down in person with Michelle Weinstein of The Abundant Accountant to talk about one of the biggest challenges firm owners face: pricing with confidence. They dig into why AI and automation should make your firm more profitable—not cheaper—how to stop undercharging, why getting paid upfront changes everything, and what it really takes to build a firm that delivers more revenue with less stress. If you want to charge what you’re worth, improve your sales process, and create a more profitable practice, this episode is a must-listen.

 

You can contact Michelle at https://theabundantcall.com



If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Lost Refunds And IRS Chaos With Leighanne Lafrenz Nickle09 Apr 202600:33:42

Eric Green is joined again by Leighanne Lafrenz Nickle, CPA, to unpack the little-known Section 6511(h) “financial disability” rule and how it can help taxpayers recover refunds even after the normal deadline has passed. They share real case stories, practical strategies, and hard-earned lessons on transcripts, lost returns, stalled refunds, and navigating IRS dysfunction when the system breaks down. A must-listen for tax professionals handling controversy and refund cases.


Want to contact Leighanne? Email her at: leighanne@lafrenznicklecpa.com


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

IRS Overreach In Action With Leighanne Lafrenz Nickle02 Apr 202600:51:09

In this episode of the Tax Rep Network Podcast, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, for a lively discussion on ERC claims, IRS due diligence audits, preparer penalties, and the growing problem of IRS overreach. Drawing from real cases and frontline experience, they break down what tax professionals need to know about refund deadlines, documentation, aggressive auditors, and why strong representation matters more than ever. If you handle tax controversy work, this episode is packed with practical insight you can use right now.


Want to contact Leighanne? Email her at: leighanne@lafrenznicklecpa.com.




If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

When Payroll Taxes Go Criminal With Robert Nordlander26 Mar 202600:37:01

Millions of small businesses fall behind on payroll taxes. Uncle Sam is going after payroll taxes criminally in a serious way. So what makes the routine payroll tax case go criminal? Eric is joined on this week's podcast by Former IRS Special Agent and CPA Robert Nordlander. Eric and Rob break down when a business's payroll tax issue is likely to get referred to as criminal, and what the special agents look for in a payroll tax case they decide to take.


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Blow Up Your Practice With Retargeting With David DeBlasio09 Mar 202600:33:18

What if you could follow your ideal clients across the internet—for pennies—and turn clicks into long-term revenue? In this episode of the Tax Rep Network Podcast, Eric Green sits down with digital marketing strategist David DeBlasio, founder of DeBlasio New Media Marketing, to break down how retargeting, AI-driven ad platforms, and lookalike audiences are transforming how tax professionals grow their practices. Eric shares the real story behind how retargeting ads dramatically scaled Tax Rep Network—reaching over 150,000 people and driving 16,000 website visitors on a modest budget. Dave explains how even small firms can dominate their local markets using data-backed ad strategies that were once only available to massive corporations.


Whether you're a CPA, EA, attorney, or tax resolution professional looking to scale, this episode makes one thing clear: digital marketing is no longer a luxury—it’s the most cost-effective growth engine available.


If you're serious about building a million-dollar practice, this conversation is your roadmap.

Want to contact Dave DeBlasio? Go to https://deblasiomarketing.com/.


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

The Ground Is Hot24 Feb 202600:07:03

In this episode of the Tax Rep Network Podcast, Eric Green shares a powerful lesson sparked by a conversation with former New York Giants legend Leonard Marshall. Reflecting on the iconic 1990 NFC Championship hit on Joe Montana, Eric breaks down the mindset that separates the ordinary from the elite: never quit.


At LSU, Leonard was taught that “the ground is hot” — if you’re down, you get up. Fast. That same mentality applies to building a tax representation practice. Success isn’t built on the easy days. It’s built on the dark, frustrating, stormy days when you want to quit — but don’t.


Eric connects this championship-level discipline to growing a million-dollar practice: keep producing content, keep speaking, keep marketing, keep grinding. It must work — if you don’t stop.


If you want next-level results, you need next-level persistence. Brick by brick. Play by play. No quitting.

What’s Your Game Plan? With Dr. Rick Wells16 Feb 202600:45:27

Feeling overwhelmed? You don’t need more hustle—you need a game plan.


In this episode, Eric Green sits down with Dr. Rick Wells of Baystate Financial to break down the GAME PLAN framework for getting unstuck, focused, and moving forward with intention.


They talk mindset, identity, discipline, and why real progress starts with who you become—not just what you do. If you’re scaling a practice, rethinking your direction, or drowning in noise, this episode will help you reset and execute—one step at a time.


Contact Rick Wells at rwells@baystatefinancial.com.


Download the free The Tax & Accounting Professional’s Playbook by Eric and Dr. Wells here: https://taxrepllc.com/playbook.


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Scared You'll Screw Up?09 Feb 202600:06:24

You’re afraid you’ll screw up a tax rep case. Totally normal. In this episode, Eric Green breaks down what actually matters, what’s fixable, and why almost nothing in representation is fatal. If fear is holding you back, this one’s for you.

Where To Start?30 Jan 202600:17:39

Want to do IRS representation but don’t know where to begin? In this episode, Eric Green breaks down a simple, proven roadmap for handling audits, balances due, penalty abatement, and non-filers—starting with the one step that drives every successful case: compliance. Learn how to think strategically, avoid common mistakes, and build a scalable, high-value representation practice with confidence.


Download our free guide "Where to Begin: A Roadmap for IRS Representation" HERE. 


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

1099 Season Nightmares With Maya Weinreb23 Jan 202600:36:32

It's the 1099 season—and for many business owners, it’s the most dangerous time of the year. In this eye-opening episode, Tax Rep Network Founder Eric Green sits down with his own bookkeeper, Maya from Solvency Now, to break down what most business owners don’t understand about 1099s—and how those mistakes quietly turn into audits, massive penalties, backup withholding, and even criminal exposure. Eric also shares real-world war stories—from restaurant audits to whistleblower cases—showing how small bookkeeping shortcuts can snowball into business-ending consequences.


If you’re a business owner, bookkeeper, CPA, EA, or attorney—or if you’ve ever paid someone “just this once” without paperwork—this episode could save you tens of thousands of dollars and years of stress.


Want to connect with Maya? Email her at maya@solvencynow.com.


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Look Up Not Down12 Jan 202600:11:22

Everyone wants to make more money – but most people are focused on the wrong thing. In this solo episode, Eric Green breaks down why obsessing over small expenses is a losing game – and how shifting your focus to revenue, billing, and productivity is what actually moves the needle. Using real-world examples from law firms and professional practices, Eric explains where cost-cutting makes sense, where it doesn’t, and why “looking up” instead of down can add hundreds of thousands to your bottom line. If you’re serious about growth, this episode is your wake-up call.


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

From Overwhelmed To Unstoppable With Roger Knecht05 Jan 202600:34:41

In this episode of the Tax Rep Network Podcast, Eric Green is joined by Roger Knecht, founder of Universal Accounting, for a candid, wide-ranging conversation about sacrifice, overwhelm, clarity, and the realities of entrepreneurial success.


Drawing from decades of experience training accounting and bookkeeping professionals, Roger breaks down why success isn’t about working harder – it’s about having clear goals, making intentional tradeoffs, and staying focused when life inevitably gets in the way. Together, Eric and Roger explore why overwhelm causes so many practitioners to quit, how breaking big goals into small daily actions creates momentum, and why surrounding yourself with the right community can normalize success and accelerate growth.


If you’re feeling stuck, overwhelmed, or questioning whether building your own practice is worth the effort, this episode offers both perspective and practical guidance—without the hype.


Contact Roger Knecht here: https://www.linkedin.com/in/rogerknecht/

Join us at GrowCon in May 2026 here: https://universalaccountingschool.com/growcon-2026/


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Whistleblowers, Tax Justice & The Fight For Reform 30 Dec 202500:39:36

A Conversation With Stephen Kohn


Whistleblower legend Stephen Kohn joins Eric Green for a no-BS look inside the world of tax whistleblowing, billion-dollar recoveries, and why the IRS program is failing to live up to its potential.


From the UBS case that shook Swiss banking to the bipartisan bill that could finally fix the system, Stephen breaks down what’s working, what’s broken, and why whistleblowers remain America’s best weapon against large-scale tax cheats.


If you care about tax justice, enforcement, or the future of whistleblower law, this fast-moving conversation is essential listening.


Click here to Contact your Representative today to advocate for the inclusion of the reforms in the Taxpayer Assistance and Service Act.


Contact Steve Kohn at https://kkc.com/our-whistleblower-law-firm/our-whistleblower-lawyers/stephen-m-kohn/


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

The Psychology Of Pricing With Etinosa Agbonlahor18 Dec 202500:38:57

Think your pricing is “fine”? Think again.


In this fast-moving episode, Eric Green sits down with behavioral economist Etinosa Agbonlahor to expose the hidden psychology behind why tax pros and accountants chronically underprice their services—and what to do about it.


Etinosa breaks down how clients actually make financial decisions, why they rarely notice price increases, and how your lack of confidence may be costing you thousands. You’ll hear real stories from the tax trenches, the behavioral biases sabotaging your pricing, and the simple shifts that instantly boost your revenue.


If you want clients who gladly pay for your expertise, this episode is your roadmap.


Get ready to rethink everything you know about pricing.


Want to contact Etinosa? Go to https://decisionalpha.co/


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Create Revenue By Staying Compliant With Frank Tumminello 10 Dec 202500:34:34

Eric Green and File Forms’ Frank Tumminello dive into year-end compliance and how to create a whole new revenue stream, helping clients stay compliant. They give an inside look at FileForms’ growth and technology innovations, discuss upcoming state filing deadlines, and explain how the FileForms partnership program can boost your firm’s revenue and client value. 


Check out FileForms here: https://taxrepllc.com/partner-fileforms

Join Eric and Frank for a free webinar here: https://taxrepllc.com/20251230-compliant/


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

A Sit-Down With Lucifer’s Banker, Brad Birkenfeld08 Dec 202501:07:46

In this explosive episode, Eric Green sits down with Bradley Birkenfeld, the iconic UBS whistleblower known worldwide as “Lucifer’s Banker.” Birkenfeld shares the inside story of how he exposed the largest tax-evasion scheme in history, triggered a global crackdown on secret offshore banking, and ultimately helped return $40 billion to U.S. taxpayers. He is also the author of the book Lucifer’s Banker Uncensored.


From his rise inside the elite world of Swiss private banking to the shocking discovery of a secret memo that revealed UBS was preparing to scapegoat its own bankers, Birkenfeld walks listeners through the high-stakes decisions that led him to blow the whistle and the stunning retaliation he faced from the U.S. Department of Justice.


Eric and Brad dig into:

  • How Swiss banking really worked behind the scenes
  • How 19,000 secret U.S. accounts and billions in hidden assets came to light
  • Why did the DOJ attack the whistleblower instead of the offenders
  • The political power networks that shielded UBS from full exposure
  • The Senate investigation that broke the case wide open
  • What it actually takes to bring a successful IRS whistleblower claim
  • The global impact of Brad’s disclosures — and why the fight is far from over


Unfiltered, riveting, and backed by original documents and firsthand experience, this conversation pulls back the curtain on one of the most consequential financial scandals in modern history. Whether you’re a tax professional, attorney, compliance expert, or simply someone who loves a real-world thriller, this is an episode you won’t forget.


Join us for a free webinar with Eric and Brad on January 8th – you can register here: https://taxrepllc.com/20260108-whistleblower/


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

From $100K to $1 Million03 Dec 202500:48:46

Eric Green sits down with “America’s Favorite EA,” Timalyn Bowens, to talk about why now is the moment for tax pros to step up, get their EA, and start building real businesses -  not just jobs. They dig into how the EA credential opens doors far beyond tax prep, why so many pros get stuck at the $100K mark, and what it actually takes to scale toward a million-dollar practice with automation, advisory work, and smart systems. Timalyn also shares her journey from public accounting to running a virtual firm, the mindset shifts that beat imposter syndrome, and how community, mentorship, and consistency can transform your career one step at a time.


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

How To Make $1,700 An Hour26 Nov 202500:15:58

In this episode, Eric Green shares one of his most talked-about stories from How to Build a Million-Dollar Tax Practice — how he turned a Friday-night IRS levy call into $1,700 an hour. Eric breaks down exactly how he structured the fee, motivated the client, and resolved the case in just two days while saving the taxpayer thousands. Learn the mindset, pricing strategy, and client-management tactics that make flat-fee tax resolution highly profitable — and why setting boundaries and expectations is key to running a successful practice.


If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

How To Exit Rich With Michelle Seiler Tucker19 Nov 202500:37:43

Ready to sell your business (or your practice) and get maximum value?


In this episode, Eric Green sits down with Michelle Seiler Tucker, Wall Street Journal & USA Today bestselling author of Exit Rich, to break down how buyers really value businesses today and why most owners are accidentally building a job, not a saleable asset.


You’ll learn:

  • Michelle’s 6 P’s that drive business value
  • Why recurring revenue, automation & subscription models explode your multiple
  • How accountants and tax pros can help clients exit rich (and get paid for referrals)


Join Eric and Michell for a Free Webinar on December 12 by registering here. 

Connect with Michelle on LinkedIn.




If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Planes, Yachts & Automobiles: Cracking IRS § 280F With Victoria Boon01 Oct 202500:21:33

Former IRS subject matter expert Victoria “Vicki” Boon joins Eric Green to reveal the truth about § 280F and why taxpayers so often stumble when writing off planes, yachts, RVs, and cars. With 22 years inside the IRS, Vicki explains what examiners really look for, the documentation that makes or breaks a case, and the common myths that cost clients big. If you want to bulletproof deductions and avoid audit disasters, this is the episode you can’t miss.


Want to join the webinar on October 16th with Vicki and Eric? Register here: https://taxrepllc.com/20251016-writeoff/



If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Pricing IRS Rep Work With A Chaotic IRS With Patrick Wanzer22 Sep 202500:42:22

Pricing tax representation is tough—and with today’s chaotic and understaffed IRS, it’s even harder. Eric Green and CPA/CTRC Patrick Wanzer of Breakthrough Tax Resolution reveal real-world strategies for setting fees, managing scope creep, and protecting profitability when IRS delays double or triple your workload, cases bounce between agents, and clients push for “free advice.” They share how shifting from flat fees to hourly billing, using larger retainers, and setting clear engagement boundaries can help tax professionals stay profitable and sane while navigating the turbulent tax resolution landscape.




If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

Turning Compliance Into Profit: How RCReports & FileForms Streamline Advisory Services With Paul Hamann And Frank Tumminello05 Sep 202500:28:55

Discover how the new RCReports + FileForms partnership helps tax pros turn compliance into profit. Eric Green, Paul Hamann, and Frank Tumminello reveal how to streamline workflows, save clients’ money, and unlock recurring advisory revenue, all while bulletproofing returns. Plus, join Eric, Frank, and Paul for a free webinar on September 17th and discover how you can monetize the partnership to save your clients thousands every year and create an entirely new revenue stream for yourself! Register here now: https://taxrepllc.com/20250917-compliance/



If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

IRS Chaos And Taxpayer Fallout: What Practitioners Need To Know With Carlos Samaniego02 Sep 202500:36:28

In this episode of the Tax Rep Network Podcast, Eric Green and Carlos Samaniego sit down at the Mashantucket Pequot Tribal Nation’s community center for a wide-ranging and candid discussion about the IRS’s current state of disarray and what it means for tax professionals and their clients. From the revolving door of IRS Commissioners to the DOJ’s surprising shift toward denaturalization cases tied to tax filings, they break down how these developments create both risks and opportunities for practitioners. Eric and Carlos also expose troubling practices among large tax resolution firms, explain why state tax agencies like Connecticut and California are often more aggressive than the IRS, and highlight strategies for protecting clients caught in the chaos. Whether you are a tax pro navigating refund lawsuits or competing against the “big box” resolution companies, this conversation delivers real-time insights, war stories, and actionable advice for surviving – and thriving – in today’s turbulent enforcement environment.




If you're ready to stop piecing the finances together and have complete control over your money coming in and going out, check out bill.com.

Turn sales tax complexity into a new revenue opportunity for your firm. Visit Zamp.com to see how.

Stop referring IRS problems—and the revenue that comes with them—away. Join TRN Essentials for just $37/month and start building IRS representation today. https://taxrepnetwork.com/essential

© My Podcast Data · Independent project · Data from Apple & Spotify