In this episode of Diary of a Tax Practice Owner, we're thrilled to have John Sheeley, a seasoned tax professional and mentor, as our guest. John shares his inspiring journey from owning multiple tax franchises to becoming a leading tax educator.

About Our Guest

John Sheeley is an Enrolled Agent with over 30 years of experience in the tax industry. Based in Chester, New York, he has a rich history in tax preparation, including owning multiple tax franchises and working as a tax manager at a regional CPA firm. He is the co-founder of Tax Practice Pro, a renowned provider of IRS and NASBA approved continuing education for tax professionals. John is also a dedicated volunteer, recently receiving the IRS and Tax Assistance Center Pro Bono Service Award for 2024.

Episode Highlights

👉🏻 John's early days in the tax industry, working for his mother's block offices and taking the H&R Block tax class.

👉🏻 His journey from owning multiple tax franchises to selling them and focusing on education.

👉🏻 The challenges and rewards of running a tax practice, especially in the early days without advanced technology.

👉🏻 John's passion for giving back to the tax industry through education and volunteer work.

👉🏻 Insights into the complexities of S Corporations, taxation for non-resident aliens, and expatriates.

Key Takeaways

✨Building a successful tax practice takes dedication, hard work, and a willingness to adapt to industry changes.

✨ Giving back to the tax community is essential for fostering growth and development.

✨ Continuous learning and education are crucial for tax professionals to stay ahead of the curve.

Learn the story behind the magic! Jessica and Jamie met via the interwebs and not only became fast friends but also the masterminds behind Workflows for Tax Pros.

Workflows for Tax Pros

Our 12-month signature program is where the tax and accounting world's leading experts teach you how to build out your end-to-end automated system. Don't miss this opportunity to transform your business and your life!