Best FileForms Podcasts (2025)

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Planes, Yachts & Automobiles: Cracking IRS § 280F With Victoria Boon 17:13

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8d ago17:13

17:13

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…

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Pricing IRS Rep Work With A Chaotic IRS With Patrick Wanzer 38:02

19d ago38:02

38:02

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 …

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Turning Compliance Into Profit: How RCReports & FileForms Streamline Advisory Services With Paul Hamann And Frank Tumminello 24:36

1M ago24:36

24:36

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 d…

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IRS Chaos And Taxpayer Fallout: What Practitioners Need To Know With Carlos Samaniego 32:08

1M ago32:08

32:08

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 s…

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How Long Can You Live Without Your Income With Elza Sarkisian 37:13

1M ago37:13

37:13

If your paycheck stopped tomorrow, how long could you last – weeks, maybe months? In this episode of the Tax Rep Network Podcast, host Eric Green sits down with Elza Sarkisian of Northwestern Mutual to discuss the financial risk too many professionals overlook: disability insurance. You’ll learn: Why your income – not your house or retirement accou…

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Tax And Financial Planning Every Tax Pro (Should) Know! With Dr. Richard Wells 28:58

2M ago28:58

28:58

Are you providing basic planning for your clients? What about your own planning? Joining Eric Green is Dr. Richard ‘Rick’ Wells, retired Marine Lt. Colonel and Financial Advisor, to cover the basic planning needs everyone needs to consider, including for yourselves. It's time to stop being the ‘cobblers kids without shoes’ and get your own estate a…

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Productize Your Value: How Accountants Can Build Scalable, High-Profit CFO Services With Adam Lean 33:18

4M ago33:18

33:18

Eric Green sits down with Adam Lean, founder of The CFO Project, to dismantle the fear and imposter syndrome holding back accountants, bookkeepers, and EAs from stepping into high-value advisory roles. Together, they explore the rise of productized CFO services – a scalable, repeatable model that allows professionals to break free from the time-for…

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Cut Through Red Tape: Start Your Business Today 46:35

4M ago46:35

46:35

Tired of bureaucratic barriers crushing your entrepreneurial dreams? Join Frank Tumminello and Mark Cabrera as they decode the hidden roadmap to business launch, revealing how to navigate entity formation, dodge compliance landmines, and transform your side hustle into a thriving enterprise. Tune in to learn the insider strategies that turn paperwo…

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Family Office Accounting: From Spreadsheets to Smart Tech with Ben Taylor 24:29

4M ago24:29

24:29

Tired of drowning in spreadsheets and compliance chaos? This episode we chat with Ben Taylor of Soft Ledger and he reveals how family offices can revolutionize their financial management through cutting-edge technology. Learn how to consolidate multi-entity accounting, slash reporting time, and transform manual processes into strategic insights. Di…

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Boost Tax Pro Revenue: Mastering Annual Entity Filings With Frank Tumminello 37:43

5M ago37:43

37:43

Want to help clients comply and make money for simply the referral? Join Eric Green and Frank Tumminello of FileForms as they discuss important deadlines for filing annual entity reports. Discover how FileForms simplifies this process for tax professionals and their clients, offering partnerships and referral incentives. Learn about the costly lega…

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Automate, Elevate & Get Paid: Building A Profitable Practice With Ignition With Dawn Brolin 34:39

5M ago34:39

34:39

Tax season is finally over—and now it’s time to take stock, compare notes, and rethink how to run your practice smarter, not harder. In this episode of the Tax Rep Network Podcast, host Eric Green is joined by the unstoppable Dawn Brolin, CPA, CFE, for a raw and revealing post-season debrief that every tax professional needs to hear. What started a…

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How Trump Reshapes The IRS 40:49

6M ago40:49

40:49

President Trump and his Department of Government Efficiency ("DOGE") have made quite an impact on the IRS and taxpayers, from reduced staffing to a significant drop in compliance to a delay in tax refunds. An unforeseen consequence of the push to reduce staff and increase online efficiency is the impact on data security, and why every tax pro is no…

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Building The Premier Accounting Practice 28:13

6M ago28:13

28:13

So, where do you begin when building a premier accounting and tax practice? How do you train and manage staff, expand services, and turn your firm into a self-sustaining business? Universal Accounting founder and CEO Roger Knecht joins Eric Green to break down the mindset and strategies needed to transform your practice from a self-employed job int…

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Screw The IRS - Fear The State! 37:15

6M ago37:15

37:15

Screw the IRS - it is the state Dept of Revenue that you need to fear! In this week's episode, Eric Green is joined by Leighanne Lafrenz Nickle, CPA, to discuss state enforcement horror stories and how things can quickly go off the rails when the state decides it needs more money. They review personal horror stories and explain why you need to be a…

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Is The IRS Whistleblower Office A Waste Of Time? With Bryan Skarlatos 30:53

6M ago30:53

30:53

Is the IRS Whistleblower program a waste of time? Maybe, depending on your potential case and how it is handled. On this week's podcast, Eric is joined by Bryan Skarlatos from Kostelanetz LLP, a true heavyweight in tax controversy. They bring their extensive experiences to the discussion and offer insights into what they think works, what doesn't, …

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5 Steps To Solve Any Tax Debt 8:57

7M ago8:57

8:57

Want to learn to solve any tax debt problem? In this week's episode, Eric Green reviews the five simple steps to solve any taxpayer's worst tax nightmare. From getting clients into compliance to navigating offers in compromise, Eric shares the exact process he uses to resolve cases and secure life-changing results for taxpayers. Whether you’re a ta…

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You Must Dominate 23:51

7M ago23:51

23:51

Want to dominate your area's IRS representation market? Want to own your city's tax advisory internet turf? You need to understand that planning to compete is simply not enough. You must set out to dominate your competition. To do that does not require some advanced degree or some weird level of intelligence. You just simply need to become obsessed…

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How Relationship Pricing Works With Dawn Brolin 28:16

7M ago28:16

28:16

The commoditization of the tax preparation business pushed many people away from hiring accountants. Dawn Brolin, a Certified Public Accountant and Fraud Examiner, joins Eric Green to emphasize why the focus must be shifted to relationship pricing, which makes the client-accountant connection much more meaningful. They review what taxpayers get wro…

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Trump And Elon Era: Is This The End For The IRS? 36:07

8M ago36:07

36:07

Donald Trump and Elon Musk are threatening to gut the IRS. What will the IRS look like? What will be the fallout of this for taxpayers and their tax pros? In this episode, Eric Green and Carlos Samaniego cover the good, the bad, and the ugly that will likely come from the downsizing of the IRS. Navigating anxiety and confusion, they discuss how aut…

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How To Help Clients Save Tens Of Thousands Of Dollars With Dr. Jackie Meyer 34:02

8M ago34:02

34:02

Help clients save tens of thousands of dollars in taxes! Joining Eric Green on this week's podcast is CPA and Tax Plan IQ founder Dr. Jackie Meyer. She explains how their tax consulting works, how the ROI sells itself, and how to use it best to maximize your practice and end the squeeze of cheap fees. If you want to try it out and see for yourself,…

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Step-By-Step Guide To Resolving Any Tax Case Like A Pro 21:38

8M ago21:38

21:38

Ever received a call from a potential client with a tax mess so overwhelming you do not even know where to begin? We handle cases like this all the time. The first step is simple: relax – you’ve got this! In this week's episode, Eric Green dives into the art of tackling even the toughest tax case. Learn how to break down the chaos, create a plan, a…

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What is “Reasonable Compensation” for Tax Purposes? by Tax Rep Network 11:20

10M ago11:20

11:20

As the 4th annual Tax Rep Summit wraps-up in Orlando, Tax Rep Network founder Eric Green gets us caught up on what “Reasonable Compensation” is, how the IRS views it, and what every Tax Professional needs to know about it now that the IRS is targeting S Corp owners that fail to meet its standards. Eric also discusses how to use RCReports to not onl…

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169. Liscio’s Automated Tax Organizer: Why It’s a Game Changer by Tax Rep Network 36:25

10M ago36:25

36:25

In this week’s podcast Eric is joined by Tax Rep Coach Felecia Dixson to discuss the new automated organizer by Liscio and why it will change the way you run your tax practice forever. From the automation to gather the client information to working with Gruntworx to automate the tax return input, the new Liscio Automated Tax Organizer will revoluti…

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168. How to Protect Your Accounting Firm with Cyber Insurance by Tax Rep Network 35:10

11M ago35:10

35:10

Eric Green, Founder of Tax Rep Network talks with Rob Ferrini of McGowan Pro, a cybersecurity insurance company specializing in mitigating accounting firm cyber risks. Since 1998, McGowan Pro has specialized in providing professional liability-related insurance products to accountants, investment advisors, attorneys, and other professionals. Their …

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167. 5 Ways to Turn Customer Reviews into Revenue by Tax Rep Network 47:18

1y ago47:18

47:18

Joining Eric in this week’s podcast is Alastair Day from Nice job to discuss the 5 ways you can turn reviews into revenue. Eric will share his experience utilizing the software to go from 150 to over 400 five-star reviews!

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166. Jo-Ann Weiner, Former IRS Audit Supervisor by Tax Rep Network 34:16

1y ago34:16

34:16

In this episode Eric chats with Tax Rep Member Jo-Ann Weiner on her trip from IRS desk auditor to Revenue Agent and Supervisor to handling all the restitution based assessments for the IRS in criminal tax matters. They also discuss her transition from the government to private practice and her current focus on philanthropy and giving back, along wi…

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Staying Compliant: Protecting Your Business with Brian Fine 34:01

1+ y ago34:01

34:01

Brian Fine, a CPA from Miami, shares his journey in the accounting industry and his transition from a large firm to a smaller firm. He emphasizes the importance of building strong relationships with clients and providing personalized service. Brian discusses the variety of clients his firm serves, including executives, disaster relief companies, at…

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Complexities of Beneficial Ownership Reporting and the Need for Robust Solutions w/ Melissa Wiley from Lowenstein Sandler 50:27

1+ y ago50:27

50:27

In this episode, Frank Tumminello and Melissa Wiley, Partner at Lowenstein Sandler, discuss the Corporate Transparency Act (CTA) and its impact on businesses. They delve into the legal and practical implications of the CTA, including court cases, compliance challenges, and the timeline for business owners to file reports. Melissa provides insights …

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Raising Awareness about New Compliance Requirements for Small Businesses with Carl Brown 39:13

1+ y ago39:13

39:13

In this episode, Frank Tumminello sits down with Carl E. Brown Jr., the state director for the DC Small Business Development Center, and discusses the services and resources provided by the center to small businesses in Washington, D.C. These include free confidential counseling, industry research, loan package review, workshops, and a marketplace …

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Understanding the Corporate Transparency Act and its Impact on Businesses Proactive Compliance: Don't Wait Until the Last Minute w/ Bill Quick 46:02

1+ y ago46:02

46:02

In this episode, Frank Tumminello interviews Bill Quick, Vice President and Corporate Transparency Act Chair with Polsinelli Law Firm, about the Corporate Transparency Act and its impact on businesses. They discuss the practical application of compliance, the challenges of understanding the law, and the need for transparency. Bill shares his journe…

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Mastering IRS Offers-in-Compromise by Tax Rep Network 30:34

1+ y ago30:34

30:34

In this week’s podcast, Eric Green reviews the basics of an IRS Offer-in-Compromise, discusses the upcoming Offer-in-Compromise workshop on June 11th, and explains why 2024 is the perfect year to master this critical skill. Learn how understanding this powerful tax resolution tool can help you build your practice and add that extra $100,000 of inco…

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Talking BOI compliance and real estate investment with Sebastian Flores of NidoSpaces 43:33

1+ y ago43:33

43:33

In this episode, Frank talks with Sebastian Flores, founder of NidoSpaces, as he shares his journey into real estate investment and entrepreneurship. He discusses his background, education, and career path, including his time at Warner Brothers and Google. Sebastian explains how the COVID-19 pandemic provided him with an opportunity to start his ow…

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Navigating the Corporate Transparency Act: Mastering BOI Compliance Before the Deadline 43:33

1+ y ago43:33

43:33

Discover the critical intersections of business compliance and the evolving Corporate Transparency Act as I, Frank Tuminello, team up with Eric Green from Tax Rep Network. We navigate the tumultuous legal seas that businesses are currently facing, including a case from Alabama that could reshape the landscape of corporate reporting. As the clock ti…

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Empowering Entrepreneurs Online: Building a Strong Digital Presence with UENI 43:33

1+ y ago43:33

43:33

This episode Fileforms Business Compliance Podcast features an engaging conversation between host Frank Tumminello and guest Christine Telyan, the founder of UENI, a platform dedicated to helping small businesses establish a strong online presence. Christine shares her insights into the challenges faced by small businesses in today's digital landsc…

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164. A Conversation with Joe Woodard by Tax Rep Network 56:01

1+ y ago56:01

56:01

Joe Woodard is back to discuss entrepreneurship, accounting tech, and what it takes to boldly go forward up your path and reach your goals.

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163. The Corporate Transparency Act After the Alabama Decision with Frank Tumminello - by Tax Rep Network 37:06

1+ y ago37:06

37:06

Frank Tumminello from File Forms joins Eric again to discuss the current status of the Corporate Transparency Act, the impact of the Alabama Federal Court ruling and what the best advice for clients is right now who need to get Beneficial Ownership filings done.

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Understanding the Knowledge Gap in BOI Compliance | Episode #2 44:32

1+ y ago44:32

44:32

In this episode, Frank Tumminello and Ian Quinlan discuss the Corporate Transparency Act (CTA) and the importance of BOI compliance. They highlight the knowledge gap among small business owners and the need for education and awareness. They also emphasize the potential financial liabilities for businesses that fail to comply with the CTA. The conve…

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Corporate Transparency Act compliance and BOI reporting with Kenny Dettman from TaxNow/Sagemont Tax 44:37

1+ y ago44:37

44:37

In this episode, FileForms co-founders, Frank Tumminello and Kenny Dettman (TaxNow, Sagemont Tax Services), discuss March Madness, BOI reporting deadlines, recent FinCEN Updates, and how you can avoid the year-end sprint to comply with the Corporate Transparency Act. Sign up for your FileForms account today!…

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162. Scaling New Heights 2024 with Heather Satterly by Tax rep Network 35:03

1+ y ago35:03

35:03

In this week’s podcast Heather Satterly, the Director of Education and Media for Woodard sits down with Eric to discuss the highlights of this year’s conference, and she and Eric discuss why the conference is such an unbelievable experience for both training and software solutions.

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161. IRS Enforcement Update: A Conversation with IRS Director of Collection Policy, Rocco Steco by Tax Rep Network 1:04:47

1+ y ago1:04:47

1:04:47

In this week’s episode we share the webinar Eric just did with Rocco Steco, the IRS Director of Collection Policy, so you can hear where enforcement is right now and when to expect the surge that is coming later this year.

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160. Growing Your Practice by Offshoring Work with Arun Mehra by Tax Rep Network 29:58

1+ y ago29:58

29:58

Joining Eric on this week’s podcast is Arun Mehra of Samera Global to discuss how he built his accountancy firm in the UK and ended up building his own team in India to support his growing practice and maximize his return.

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159. Using Your Tax Practice to Build Wealth with Chase Insogna by Tax Rep Network 27:17

1+ y ago27:17

27:17

Joining Eric on this week’s podcast is Austin-based CPA Chase Insogna, who discusses how he set up his accounting practice to maximize his wealth and those of his clients.

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158. Adding CFO Services with Adam Lean 35:34

1+ y ago35:34

35:34

Eric is joined again by the CFO Project’s Adam Lean to discuss how adding CFO services to your practice can drive both better work-life balance but increase the bottom line significantly and get you working with better clients and working way less hours.

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157. Best-in-Class Ways to Engage Your Clients this Tax Season with Ignition by Tax Rep Network 53:21

2y ago53:21

53:21

Joining Eric on this week’s podcast is Jennie Moore and Matt Kanas from Ignition to explore the essential tools and strategies for a successful tax season, including automation of letters and correspondence with your clients.

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How to Utilize Relationship Pricing with Michelle Weinstein by Tax Rep Network 44:23

2y ago44:23

44:23

In this week’s episode, Eric Green and Michelle Weinstein (host of The Abundant Accountant Podcast) respond to audience questions about relationship pricing — what it is, why it’s a game-changer, and how to implement it with existing clients. They explore how shifting from hourly billing to value-based pricing can create more sustainable, profitabl…

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155. From Side Hustle to Million Dollar Business with Maya Weinreb by Tax Rep Network 48:35

2y ago48:35

48:35

Eric is joined on this week’s podcast by Solvency Now founder Maya Weinreb where they both discuss how they turned what was a side hustle into a million dollar plus business, and why failing is not failure.

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How to Add an Extra $150K This Coming Tax Season with Roger Nemeth by Tax Rep Network 38:32

2y ago38:32

38:32

Unlock hidden revenue in your tax practice without adding new clients. In this episode, Roger Nemeth of Tax Help Software joins Eric Green to discuss how tax pros can leverage the software to make more money during tax season and become heroes to their clients. Roger shares how account monitoring, penalty abatement opportunities, and proactive IRS …

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153. Projecting Your Cash Flow with Chris Mannina by Tax Rep Network 25:11

2y ago25:11

25:11

Eric is joined this week by CPA Chris Mannina where they discuss why cash flow projections are so critical to a business for both planning and understanding where you are and why so many businesses fail.

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152. The Corporate Transparency Act Forms: Utilizing File Forms by Tax Rep Network 39:38

2y ago39:38

39:38

Kenny Dettman is back and reviewing the corporate transparency act and how File Forms can help accountants and attorneys handle these filings and make money doing so.

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151. Outsourcing Your Bookkeeping to Make More Money by Tax Rep Network 25:29

2y ago25:29

25:29

Want to dump the low margin bookkeeping work and yet still make money? Would you like to increase this revenue stream and never have to deal with it? Meet Out of the Box Technology (“OOTB”). OOTB allows Eric to offload the bookkeeping work to a third party with a real person to deal with, and have it all taken care of an get paid. Joining Eric is L…