Your Tax Firm, Your Way

Brad Wooten, CPA
  • 5.0 (1)
  • Entrepreneurship

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.

  1. 5d ago

    Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA

    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. Connect with Steven:https://www.linkedin.com/in/stevenajarvis/Join the FREE community for tax firm owners here:https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources: https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Tax Firm Owners Share Their Story: Steven A. Jarvis, CPA

  2. Jul 13

    We Tested AI in Our Tax Firms: Here's What Works & What Doesn't

    Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's still just hype. We break down where AI is genuinely delivering value in tax and accounting, where it's falling short, and what firm owners actually need to know before investing time or money into these tools. In this episode, we cover:Why AI summarization is "overrated" and what to demand insteadThe real use case that could replace your tax software entirelyDIY builds (like custom Claude tools) vs. productized solutions - which makes more sense for your firm?The "token shortage" concept and why it matters for the future of AI pricingHonest takes on tools like Claude, Juno, TaxDome's Atlas, and PingWhy the "you'll be left behind" fear-mongering around AI is often overblownWhat success actually looks like for a tax firm owner and why it's more than just tech adoption Whether you're an early AI adopter or still figuring out where to start, this conversation gives you a grounded, practitioner-level perspective on what's real, what's not, and where to focus your attention. Resources mentioned:Claude (claude.ai)Juno (AI tax review tool)TaxDome / AtlasPingRC Reports Join the FREE community for tax firm owners here:https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources: https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    We Tested AI in Our Tax Firms: Here's What Works & What Doesn't

  3. Jun 30

    Tax Firm Owners Share Their Story: Evan Schroedel, CPA

    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. Connect with Evan:https://www.linkedin.com/in/evan-schroedel-cpa-95098546/Join the FREE community for tax firm owners here:https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources: https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Tax Firm Owners Share Their Story: Evan Schroedel, CPA

  4. Jun 15

    Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger

    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. Connect with Sam:https://www.linkedin.com/in/samuel-moshe-nachfolger/ Join the FREE community for tax firm owners here:https://www.wootencpacoaching.com/offers/5xkHWCCb/checkoutSignup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources: https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger

  5. Jun 1

    Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP

    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. Connect with Kyle:https://www.linkedin.com/in/kylebeltle/ Join the FREE community for tax firm owners here:https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources: https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP

  6. May 25

    Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST

    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. Connect with Mike:https://www.linkedin.com/in/mike-mazzanna-cpa/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources: https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST

  7. May 18

    Tax Firm Owners Share Their Story: Kelly Rohrs, CPA

    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. Connect with Kelly:https://www.linkedin.com/in/kellyrohrs/Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources: https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Tax Firm Owners Share Their Story: Kelly Rohrs, CPA

  8. May 13

    Confidence and Competence: Your Firm's Missing Piece?

    In this podcast, I share my personal belief on the five essential elements for running a successful tax firm, focusing keenly on confidence and competency. We discuss how to be confident in your abilities as a tax firm owner. While running an accounting firm isn't overly complicated, it does require dedication. Signup for my newsletter:https://www.wootencpa.com/newslettersMentorship and Coaching:https://www.wootencpacoaching.com Free resources:Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkoutBusiness Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout Coaching Resources:Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-wayGroup Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT Other Resources:https://www.wootencpacoaching.com/store Find me on LinkedInhttps://www.linkedin.com/in/brad-wooten-cpa/ ****************************** *Disclaimer: This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast 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 podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Confidence and Competence: Your Firm's Missing Piece?
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About

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.

Information

  • Creator
    Brad Wooten, CPA
  • Years Active
    2025 - 2026
  • Episodes
    41
  • Rating
    Clean
  • Copyright
    © (C) 2025 Wooten CPA PLLC
  • Show Website
    Your Tax Firm, Your Way

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