Your Tax Firm, Your Way Transistor (https://transistor.fm) https://feeds.transistor.fm/your-tax-firm-your-way This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients. (C) 2025 Wooten CPA PLLC 5b03e1c7-d280-5137-bd4b-3f22052d0416 yes en Mon, 30 Mar 2026 07:00:09 -0400 Mon, 30 Mar 2026 07:03:34 -0400 http://www.wootencpacoaching.com https://img.transistorcdn.com/NBSmGlCnim5F7Y1XzjRmhzuFhrd2a03Im3ejC37Vn8U/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS84M2Ez/YTdjNzRjNTA1NzA3/NjEyZTVjYWFmOWU2/ODgwNC5wbmc.jpg Your Tax Firm, Your Way http://www.wootencpacoaching.com episodic Brad Wooten, CPA This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients. This podcast is for tax firm owners and aspiring tax firm owners. accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way Brad Wooten, CPA brad@wootencpa.com No No Tax Firm Owners Share Their Story: Natalie Kutat 25 25 Tax Firm Owners Share Their Story: Natalie Kutat full b5e12b0b-d84f-48ea-a21f-a152c2f2f75e https://share.transistor.fm/s/ad546fec In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Natalie:
https://www.linkedin.com/in/nataliekutat/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Natalie:
https://www.linkedin.com/in/nataliekutat/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 30 Mar 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3369 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Natalie:
https://www.linkedin.com/in/nataliekutat/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Daniel Cleaveland 24 24 Tax Firm Owners Share Their Story: Daniel Cleaveland full d3aeedf1-f48c-4d4c-9fa0-f66040b9e6fd https://share.transistor.fm/s/d923bed1 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Daniel:
https://www.linkedin.com/in/daniel-cleaveland-a3401947/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Daniel:
https://www.linkedin.com/in/daniel-cleaveland-a3401947/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 23 Mar 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 3161 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Daniel:
https://www.linkedin.com/in/daniel-cleaveland-a3401947/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Vanette Cotto 23 23 Tax Firm Owners Share Their Story: Vanette Cotto full 6cb63d03-9143-4e1b-bb7f-ac241ceb6d70 https://share.transistor.fm/s/1247ff10 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Vanette:
https://www.linkedin.com/in/vanettecotto/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Vanette:
https://www.linkedin.com/in/vanettecotto/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 16 Mar 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2893 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Vanette:
https://www.linkedin.com/in/vanettecotto/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Zan Rizvi 22 22 Tax Firm Owners Share Their Story: Zan Rizvi full b802c7c8-d6fe-4572-9114-a8bd745352e9 https://share.transistor.fm/s/392edaad In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zan:
https://www.linkedin.com/in/zanrizvi/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zan:
https://www.linkedin.com/in/zanrizvi/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 09 Mar 2026 07:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2814 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zan:
https://www.linkedin.com/in/zanrizvi/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Andrew Hales 21 21 Tax Firm Owners Share Their Story: Andrew Hales full 0bbb1242-3b32-4520-96bd-3f200fa68434 https://share.transistor.fm/s/d32b71c6 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Andrew:
https://www.linkedin.com/in/abhales/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Andrew:
https://www.linkedin.com/in/abhales/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 02 Mar 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2693 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Andrew:
https://www.linkedin.com/in/abhales/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Katie Helle 20 20 Tax Firm Owners Share Their Story: Katie Helle full b60d76d4-f5d5-4d69-acf6-529b985422b0 https://share.transistor.fm/s/a61bbfb1 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Katie:
https://www.linkedin.com/in/mkatiehelle/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Katie:
https://www.linkedin.com/in/mkatiehelle/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 23 Feb 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2665 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Katie:
https://www.linkedin.com/in/mkatiehelle/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Jonathan Sussman 19 19 Tax Firm Owners Share Their Story: Jonathan Sussman full 8e78522f-6063-49a9-bd43-304a6d49874a https://share.transistor.fm/s/979a3d7e In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jonathan:
https://www.linkedin.com/in/jsussmancpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jonathan:
https://www.linkedin.com/in/jsussmancpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 16 Feb 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2822 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jonathan:
https://www.linkedin.com/in/jsussmancpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Chad Huebsch 18 18 Tax Firm Owners Share Their Story: Chad Huebsch full 345c35dc-d7a1-4292-bef4-080be812bf5f https://share.transistor.fm/s/03d0270d In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Chad:
https://www.linkedin.com/in/chad-huebsch/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Chad:
https://www.linkedin.com/in/chad-huebsch/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 09 Feb 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2985 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Chad:
https://www.linkedin.com/in/chad-huebsch/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Brenda Cannon 17 17 Tax Firm Owners Share Their Story: Brenda Cannon full 1984094c-e4a8-4241-863c-d1647f5907a8 https://share.transistor.fm/s/a3186d43 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Brenda:
https://www.linkedin.com/in/brenda-cannon-cpa-223a10273/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Brenda:
https://www.linkedin.com/in/brenda-cannon-cpa-223a10273/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 02 Feb 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3521 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Brenda:
https://www.linkedin.com/in/brenda-cannon-cpa-223a10273/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Zee Barfoot 16 16 Tax Firm Owners Share Their Story: Zee Barfoot full f8a83942-1470-40c6-80cc-8db7df66f443 https://share.transistor.fm/s/4053e3ea In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zee:
https://www.linkedin.com/in/zee-barfoot-cpa/

Signup for my newsletter:
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Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zee:
https://www.linkedin.com/in/zee-barfoot-cpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 26 Jan 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3109 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zee:
https://www.linkedin.com/in/zee-barfoot-cpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Austin Rice 15 15 Tax Firm Owners Share Their Story: Austin Rice full 99ce6bb9-f2dc-466c-9a9d-4b1d55358fe9 https://share.transistor.fm/s/1a25ee31 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Austin:
https://www.linkedin.com/in/austinrice/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Austin:
https://www.linkedin.com/in/austinrice/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 19 Jan 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3426 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Austin:
https://www.linkedin.com/in/austinrice/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Zeah DeBolt 14 14 Tax Firm Owners Share Their Story: Zeah DeBolt full 77f3956b-b35d-4fe0-92aa-d5578405be4b https://share.transistor.fm/s/0bb5c5d2 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zeah:
https://www.linkedin.com/in/zeah-debolt-cpa-a275604b/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zeah:
https://www.linkedin.com/in/zeah-debolt-cpa-a275604b/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 12 Jan 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2869 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Zeah:
https://www.linkedin.com/in/zeah-debolt-cpa-a275604b/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Niko McElroy 13 13 Tax Firm Owners Share Their Story: Niko McElroy full 98688d8a-95dc-4f4d-bbdd-b889b93b8965 https://share.transistor.fm/s/dd88e1db In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Niko:
https://www.linkedin.com/in/nikomcelroy/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Niko:
https://www.linkedin.com/in/nikomcelroy/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 05 Jan 2026 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3457 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Niko:
https://www.linkedin.com/in/nikomcelroy/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Kathy Hayden 12 12 Tax Firm Owners Share Their Story: Kathy Hayden full 8f59bd90-0431-4e01-94d9-dd820a0bd405 https://share.transistor.fm/s/93bfaf1e In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Kathy:
https://www.linkedin.com/in/kathyhayden/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Kathy:
https://www.linkedin.com/in/kathyhayden/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 29 Dec 2025 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2630 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Kathy:
https://www.linkedin.com/in/kathyhayden/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Rob Premselaar 11 11 Tax Firm Owners Share Their Story: Rob Premselaar full bed76872-1d20-40ba-bdd8-edf1ca498ec2 https://share.transistor.fm/s/69f0cfe6 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Rob:
https://www.linkedin.com/in/rob-premselaar-42701458/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Rob:
https://www.linkedin.com/in/rob-premselaar-42701458/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Mon, 22 Dec 2025 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2727 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Rob:
https://www.linkedin.com/in/rob-premselaar-42701458/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Yehuda Tenenbaum 10 10 Tax Firm Owners Share Their Story: Yehuda Tenenbaum full 9a0dfcc3-8b86-4c72-ac95-1ffb6ee383c7 https://share.transistor.fm/s/c979fd21 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Yehuda:
https://www.linkedin.com/in/yehuda-tenenbaum/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Yehuda:
https://www.linkedin.com/in/yehuda-tenenbaum/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 16 Dec 2025 07:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2939 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Yehuda:
https://www.linkedin.com/in/yehuda-tenenbaum/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Professionals Are Making a Huge Mistake With AI 9 9 Tax Professionals Are Making a Huge Mistake With AI full 58190d2f-714a-453e-934a-8847e342cc70 https://share.transistor.fm/s/73a2c921 You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Fri, 12 Dec 2025 07:58:31 -0500 Brad Wooten, CPA Brad Wooten, CPA 1298 You've reached a point where you need some help preparing returns. Hopefully we all get there at some point. Your options are to hire a tax preparer / data entry person, utilize the OCR options that have been around for over a decade (Gruntworx, etc), or try out the new ai options (Filed, Sweet, Juno). What do you?

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Margie Grife 8 8 Tax Firm Owners Share Their Story: Margie Grife full b1028ce3-f83c-48d1-a5d8-50885354a86a https://share.transistor.fm/s/73af8a3f In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Margie:
https://www.linkedin.com/in/margie-grife/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Margie:
https://www.linkedin.com/in/margie-grife/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 09 Dec 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2541 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Margie:
https://www.linkedin.com/in/margie-grife/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Jack Heil 7 7 Tax Firm Owners Share Their Story: Jack Heil full d24d469b-ae95-47b2-ad7d-b717dece43a1 https://share.transistor.fm/s/2170adc1 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jack:
https://www.linkedin.com/in/jackaheilcpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jack:
https://www.linkedin.com/in/jackaheilcpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 02 Dec 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3160 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Jack:
https://www.linkedin.com/in/jackaheilcpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Wendy Tibbetts 6 6 Tax Firm Owners Share Their Story: Wendy Tibbetts full de5f5cec-fed0-48a1-8042-c807f1f03c60 https://share.transistor.fm/s/3b386ef3 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Wendy:
https://www.linkedin.com/in/wendyjtibbetts/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Wendy:
https://www.linkedin.com/in/wendyjtibbetts/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 25 Nov 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 3070 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Wendy:
https://www.linkedin.com/in/wendyjtibbetts/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Colton Heiniger 5 5 Tax Firm Owners Share Their Story: Colton Heiniger full 84d869fe-990d-4da4-a3e5-75ac869c4880 https://share.transistor.fm/s/051a6a2d In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Colton:
https://www.linkedin.com/in/coltonheiniger/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Colton:
https://www.linkedin.com/in/coltonheiniger/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 18 Nov 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2791 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Colton:
https://www.linkedin.com/in/coltonheiniger/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Carmen Mejia 4 4 Tax Firm Owners Share Their Story: Carmen Mejia full fc417921-c68a-4f0e-8756-7f3511acfe3c https://share.transistor.fm/s/2838f23f In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Carmen:
https://www.linkedin.com/in/carmen-mejia-cpa-mba-753b4773/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Carmen:
https://www.linkedin.com/in/carmen-mejia-cpa-mba-753b4773/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 11 Nov 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2425 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Carmen:
https://www.linkedin.com/in/carmen-mejia-cpa-mba-753b4773/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Todd Crabtree 3 3 Tax Firm Owners Share Their Story: Todd Crabtree full 41fdf2d5-6c2b-4e8b-9725-37949e796900 https://share.transistor.fm/s/12772399 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Todd:
https://www.linkedin.com/in/ktcrabtreecpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Todd:
https://www.linkedin.com/in/ktcrabtreecpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 04 Nov 2025 15:00:00 -0500 Brad Wooten, CPA Brad Wooten, CPA 2252 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Todd:
https://www.linkedin.com/in/ktcrabtreecpa/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Erica Goode 2 2 Tax Firm Owners Share Their Story: Erica Goode full 2954d9e0-297e-455e-85af-b900eedf7aa7 https://share.transistor.fm/s/21455e36 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Erica:
https://www.linkedin.com/in/erica-goode-cpa-00205616/
https://www.alignedaccountants.com/
Erica's e-book: https://mailchi.mp/ericagoode/15-hr-accountant-ebook
Erica's newsletter: https://mailchi.mp/ericagoode/15hr-email-referral

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Erica:
https://www.linkedin.com/in/erica-goode-cpa-00205616/
https://www.alignedaccountants.com/
Erica's e-book: https://mailchi.mp/ericagoode/15-hr-accountant-ebook
Erica's newsletter: https://mailchi.mp/ericagoode/15hr-email-referral

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 28 Oct 2025 15:00:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2632 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Erica:
https://www.linkedin.com/in/erica-goode-cpa-00205616/
https://www.alignedaccountants.com/
Erica's e-book: https://mailchi.mp/ericagoode/15-hr-accountant-ebook
Erica's newsletter: https://mailchi.mp/ericagoode/15hr-email-referral

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************

*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No Tax Firm Owners Share Their Story: Logan Holman & Claire Gallant 1 1 Tax Firm Owners Share Their Story: Logan Holman & Claire Gallant full 5f499088-520e-4673-8079-6fc55ced182b https://share.transistor.fm/s/afe32eb4 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Logan & Claire:
https://www.usevivify.com/who-we-are
https://www.linkedin.com/in/loganholman/
https://www.linkedin.com/in/clairegallant/
Find the Right Accountant: https://findtherightaccountant.com/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************
*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Logan & Claire:
https://www.usevivify.com/who-we-are
https://www.linkedin.com/in/loganholman/
https://www.linkedin.com/in/clairegallant/
Find the Right Accountant: https://findtherightaccountant.com/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************
*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> Tue, 21 Oct 2025 14:38:00 -0400 Brad Wooten, CPA Brad Wooten, CPA 2659 In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

Join the conversation: What’s something from this episode that stood out to you? Drop a comment below!

Connect with Logan & Claire:
https://www.usevivify.com/who-we-are
https://www.linkedin.com/in/loganholman/
https://www.linkedin.com/in/clairegallant/
Find the Right Accountant: https://findtherightaccountant.com/

Signup for my newsletter:
https://mailchi.mp/wootencpa/email-signup

Mentorship and Coaching:
https://www.wootencpacoaching.com

Free resources:
Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

Coaching Resources
Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
Group Coaching: https://www.wootencpacoaching.com/large-group-coaching
Other Resources: https://www.wootencpacoaching.com/library

Find me on LinkedIn
https://www.linkedin.com/in/brad-wooten-cpa-5a37029/

******************************
*Disclaimer: 
This video is for entertainment purposes only and is not financial, tax, or legal advice.

All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

]]> accounting, tax preparers, tax firm owner, cpa firm, cpa firm owner, tax advisory, tax preparation, firm ownership, accounting firm, Brad Wooten, Your Tax Firm Your Way No