Making Changes to Your Tax Firm: A Summer Reflection

On this episode, Roger and Annie discuss making changes to tax firms during the summer season, emphasizing the need to reflect on the current business to create a better work-life balance. They talk about examining price structure and client list, addressing estimated taxes, and offering advisory meetings to increase revenues. They also emphasize the need for tax practitioners to be proactive in addressing changes in their business.

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Chapters

• (00:00) - Welcome to Federal Tax Updates : What Annie and Roger have been up to this summer
• (12:09) - Where to start changing your firm
• (19:40) - Some more proactive steps
• (27:12) - Tax advice for new business owners
• (42:24) - What can you do now to help yourself during next tax season?
• (47:36) - Changing the way you bill your clients
• (51:54) - Wrap up and please subscribe so you don't miss new episodes

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Roger Harris
Annie Schwab

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The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

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