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.
Your Tax Firm, Your Way
Claim This Podcastby Brad Wooten, CPA
5.0(1 reviews)
39 episodes
Updated Daily
Accepts GuestsHas Sponsors
Podcast Overview
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.
Language
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Publishing Since
10/21/2025
1 verified contact email on file for Your Tax Firm, Your Way
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Recent Episodes
June 30, 2026
Tax Firm Owners Share Their Story: Evan Schroedel, CPA
<p>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.</p><p>This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.</p><p>Connect with Evan:<br><a href="https://www.linkedin.com/in/evan-schroedel-cpa-95098546/">https://www.linkedin.com/in/evan-schroedel-cpa-95098546/<br></a><a href="https://www.linkedin.com/in/jasminerichards4/"><br></a>Join the FREE community for tax firm owners here:<br><a href="https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout">https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout</a></p><p>Signup for my newsletter:<br><a href="https://www.wootencpa.com/newsletters">https://www.wootencpa.com/newsletters<br></a><br>Mentorship and Coaching:<br><a href="https://www.wootencpacoaching.com/">https://www.wootencpacoaching.com</a></p><p><strong>Free resources:</strong><br>Attract & Land more clients: <a href="https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout">https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout</a><br>Business Startup Checklist: <a href="https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout">https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout</a></p><p><strong>Coaching Resources:</strong><br>Start Your Firm Workbook: <a href="https://www.wootencpacoaching.com/your-tax-firm-your-way">https://www.wootencpacoaching.com/your-tax-firm-your-way</a><br>Group Coaching: <a href="https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT">https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT</a></p><p><strong>Other Resources:</strong> <br><a href="https://www.wootencpacoaching.com/store">https://www.wootencpacoaching.com/store</a></p><p>Find me on LinkedIn<br><a href="https://www.linkedin.com/in/brad-wooten-cpa/">https://www.linkedin.com/in/brad-wooten-cpa/</a></p><p>******************************</p><p>*Disclaimer: <br>This podcast is for entertainment purposes only and is not financial, tax, or legal advice.</p><p>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.</p>
June 15, 2026
Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger
<p>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.</p><p>This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.</p><p>Connect with Sam:<br><a href="https://www.linkedin.com/in/samuel-moshe-nachfolger/">https://www.linkedin.com/in/samuel-moshe-nachfolger/</a></p><p>Join the FREE community for tax firm owners here:<br><a href="https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout">https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout<br></a><br>Signup for my newsletter:<br><a href="https://www.wootencpa.com/newsletters">https://www.wootencpa.com/newsletters<br></a><br>Mentorship and Coaching:<br><a href="https://www.wootencpacoaching.com/">https://www.wootencpacoaching.com</a></p><p><strong>Free resources:</strong><br>Attract & Land more clients: <a href="https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout">https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout</a><br>Business Startup Checklist: <a href="https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout">https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout</a></p><p><strong>Coaching Resources:</strong><br>Start Your Firm Workbook: <a href="https://www.wootencpacoaching.com/your-tax-firm-your-way">https://www.wootencpacoaching.com/your-tax-firm-your-way</a><br>Group Coaching: <a href="https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT">https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT</a></p><p><strong>Other Resources:</strong> <br><a href="https://www.wootencpacoaching.com/store">https://www.wootencpacoaching.com/store</a></p><p>Find me on LinkedIn<br><a href="https://www.linkedin.com/in/brad-wooten-cpa/">https://www.linkedin.com/in/brad-wooten-cpa/</a></p><p>******************************</p><p>*Disclaimer: <br>This podcast is for entertainment purposes only and is not financial, tax, or legal advice.</p><p>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.</p>
June 1, 2026
Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP
<p>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.</p><p>This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.</p><p>Connect with Kyle:<br><a href="https://www.linkedin.com/in/kylebeltle/">https://www.linkedin.com/in/kylebeltle/<br></a><br>Signup for my newsletter:<br><a href="https://www.wootencpa.com/newsletters">https://www.wootencpa.com/newsletters<br></a><br>Mentorship and Coaching:<br><a href="https://www.wootencpacoaching.com/">https://www.wootencpacoaching.com</a></p><p><strong>Free resources:</strong><br>Attract & Land more clients: <a href="https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout">https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout</a><br>Business Startup Checklist: <a href="https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout">https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout</a></p><p><strong>Coaching Resources:</strong><br>Start Your Firm Workbook: <a href="https://www.wootencpacoaching.com/your-tax-firm-your-way">https://www.wootencpacoaching.com/your-tax-firm-your-way</a><br>Group Coaching: <a href="https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT">https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT</a></p><p><strong>Other Resources:</strong> <br><a href="https://www.wootencpacoaching.com/store">https://www.wootencpacoaching.com/store</a></p><p>Find me on LinkedIn<br><a href="https://www.linkedin.com/in/brad-wooten-cpa/">https://www.linkedin.com/in/brad-wooten-cpa/</a></p><p>******************************</p><p>*Disclaimer: <br>This podcast is for entertainment purposes only and is not financial, tax, or legal advice.</p><p>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.</p>
39 total episodes available
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Yes, this podcast regularly features guests.
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