Podcast Episode #7: From Tax Debtor to Tax Savior with Carlos Samaniego, EA

On this episode of The Profitable Accountant Podcast, my guest is Enrolled Agent Juan Carlos Samaniego. At one point in his life, Carlos himself was a client of tax resolution. His experience dealing with the IRS and the relationship issues associated with carrying a tax debt led Carlos to becoming an EA himself in order to assist others with the same problem. Along the way, Carlos has built a unique business model, which we discuss on this episode, along with the amazing non-tax recurring revenue business that operates inside of and parallel to his tax practice.

Carlos is the author How to Make the IRS an Offer They Can’t Refuse. You can connect with the Godfather of Tax Resolution via his website, at https://www.taxdebtconsultant.com/.

If you enjoyed this episode of the show, please be sure to subscribe for future episodes, and please take a moment to leave us a 5-star review on iTunes.

For more ideas to help you build a more profitable tax or accounting practice, be sure to check out our newsletter at https://profitableaccountant.com/newsletter.… Continue reading

Daily CPE webinars for week of Jun 29 – Jul 3 2020

Next week, we’ll be doing daily webinars, including some much-requested topics. All sessions will start at 10am PDT (1pm EDT) and run for a full two hours.

Click on the session title below for complete course details and to register.

Monday: Intro to IRS Collections, Enhanced Edition
Tuesday: Pre-Resolution Case Actions
Wednesday: Ethics! The Musical
Thursday: CPE by IRS – People First Initiative
Friday: Introduction to 941 Collections ResolutionContinue reading

Podcast Episode #6: The Proper Care & Feeding of Clients, Staff, and Self with Salim Omar, CPA

On this episode of The Profitable Accountant Podcast, Salim Omar, CPA joins me to discuss creating an environment for success for everybody that comes in contact with your practice. Salim is the founder of Straight Talk CPAs in Morganville, NJ, and author of Straight Talk About Small Business Success in New Jersey. Salim is also the founder of CPA Marketing Genius, where he works with CPAs in private practice to help them attract new clients and optimize internal operating procedures.… Continue reading