My Enrolled Agent Career

Episode 32: In this episode, Timalyn welcomes Tenenbaum, EA, to the podcast.

Yehuda is the owner of Y10 Tax in Baltimore, MD. He's also a member of the National Association of Enrolled Agents, where he serves on various committees.

During this conversation, Yehuda shares:

- His first introduction to the EA credential.

- How filing jointly with his wife inspired him to learn taxes.

- How AI has helped him build his firm.

- How is he able to run a firm with a family, wife, and 3 under 9

- Why AI won't kill tax preparation businesses

If you are interested in connecting with Yehuda online, you can find him as ⁠Yehuda Tenenbaum, EA on LinkedIn⁠.

During this episode we also discussed Yehuda's podcast which can be found on YouTube - The People Behind the Books.

Here are a few other places that you can also connect with Yehuda:

X: https://x.com/Y10Tax

Website: y10tax.com

Tech Help: y10taxtech.com

Let us know your favorite part of the episode in the comments!

Special thanks to Yehuda for sharing his story and insights with us in this episode.

If you're interested in attending the 2026 Enrolled Agent Firm Bootcamp, you can get your ticket at www.americasfavoriteea.com/event-details/enrolled-agent-firm-bootcamp-2026

Episode 31: In this episode, Timalyn welcomes DeShawn King, EA, to the podcast.

DeShawn has been recognized as an emerging new leader by the National Association of Enrolled Agents and has been a huge advocate for the Enrolled Agent designation online.

His experience in finance has shaped how he does business today.

During this conversation, DeShawn shares:- His first introduction to the EA credential.- Why he was inspired during COVID to take the EA Exam.- How he markets at networking events.

- His interest in working with agriculture clients.- How his firm is able to be authentic and serve clients better.

- How he makes room for others to become Enrolled Agents.

If you are interested in connecting with DeShawn online, you can find him as Shawn King, EA, RFI on LinkedIn⁠ and DeShawn King on Facebook.

Let us know your favorite part of the episode in the comments!

Special thanks to DeShawn for sharing his story and insights with us in this episode.

If you're interested in attending the 2026 Enrolled Agent Firm Bootcamp, you can get your ticket at www.americasfavoriteea.com/event-details/enrolled-agent-firm-bootcamp-2026

Episode 30: In this episode, Timalyn welcomes Mike Christoff, EA, to the podcast. Mike comes to the show with 30+ years of experience in the tax industry. His experience in the tax industry prior to working in the mortgage industry shapes how he does business today. During this conversation, Mike shares:

• His first introduction to the EA credential.
• Why he left the tax industry.
• The similarities between the mortgage industry and tax industry.
• Why he chose to work in representation even though he doesn't care too much for tax preparation.
• Being a founding member of TaxRock.
• Advice for choosing business partners.
• A new tool to help EAs, CPAs, and Tax Attorneys monitor their client's accounts.

If you are interested in connecting with Mike online, you can find him as Mike Christoff, EA on LinkedIn⁠. Let us know your favorite part of the episode in the comments!Special thanks to Mike for sharing his story and insights with us in this episode.

Episode 28: In this episode, Timalyn talks about marketing for Enrolled Agents. This is not about running Ads online or in newspapers and radio. This episode is about showing up with intention to build brand awareness and drive sales. This can be done in person, online, and organically.

Do you need a plug and play for your firm's marketing plan? This episode is for you !

Timalyn shares that the most important parts of marketing are:

- Knowing what your marketing goal is

- Being clear in your message so your audiences know who you are, who you work with, and how you help

- Understanding what a marketing lead is

- Having an intentional call to action

- Understanding whether the marketing is not working or you aren't

Timalyn encourages Enrolled Agents to focus on the basics. If you want to do representation then you need to build on the foundation of Installment agreements.

If you don't know how to do Installment Agreements, or maybe you're not comfortable with them yet, you can purchase the Installment Agreement course that Timalyn taught here: ⁠Installment Agreements⁠.

The homework for this week is to understand the pain points of your ideal client. To take a look to understand installment agreements, understand currently not collectible status, and how bankruptcy works with back taxes.

If you are interested in connecting with Timalyn online, you can find her as Timalyn Bowens, EA on LinkedIn and subscribe to this channel.

You can even get a free checklist for starting your own Enrolled Agent Firm at www.Americasfavoriteea.com.

Let us know your favorite part of the episode in the comments!

P.S. If you'd like to join Timalyn in person for a this year's Enrolled Agent Firm Bootcamp you can order tickets here: https://www.americasfavoriteea.com/event-details/enrolled-agent-firm-bootcamp-2026

Episode 27: In this episode, Timalyn talks about service offerings for Enrolled Agents. She approaches the topic from a non-traditional sense, encouraging listeners to connect their service offering to their purpose.

Timalyn shares that from her experience, having clarity on what your purpose is and carrying that out through your service offerings is more rewarding.

She believes that all Enrolled Agents should offer tax representation services. She feels they don't because they downplay the relief they provide taxpayers by even setting up an Installment Agreement.

Timalyn encourages Enrolled Agents who want to focus on tax preparation to at least do Installment Agreements for taxpayers. That is what 90% of taxpayers qualify for.

If you don't know how to do Installment Agreements, or maybe you're not comfortable with them yet, you can purchase the Installment Agreement course that Timalyn taught here: Installment Agreements. Timalyn also urges listeners not to offer services that they don't understand or are not equipped to do. The examples she gave are: Business tax preparation and bookkeeping without understanding accounting or tax account monitoring, and you can't read transcripts. Timalyn encourages listeners to be honest with themselves about what their purpose is. Then connect that to the Enrolled Agent credential. She challenges them to create that into a service offering.

The homework for this week is to share in the comments what your purpose is. If you're unsure, Timalyn has offered to do a 30-minute clarity call with the first 3 people who share in the comments that they are unclear and would like clarity.

If you are interested in connecting with Timalyn online, you can find her as Timalyn Bowens, EA on LinkedIn and subscribe to this channel.

You can even get a free checklist for starting your own Enrolled Agent Firm at www.Americasfavoriteea.com.

Let us know your favorite part of the episode in the comments!

Episode 26: In this episode, Timalyn introduces the podcast to first-time listeners and catches them up on what the My Enrolled Agent Career podcast is all about. Timalyn invites listeners who are trying to determine if the Enrolled Agent career is a good path for them to listen to episodes 1- 25.

Tonight, Timalyn picks up where she left off on the new series, time management.

Timalyn shares how to determine the amount of time that should be spent on tasks such as marketing and administration work. She also shares why it is important to never stop marketing yourself as a brand and a business. Before you can manage your time properly, you must be honest with yourself about how much you have on your plate. Then be honest about how much action you've taken . Do you not have time or are you drowning in overwhelm?

Start by doing a brain dump of everything you need to accomplish. Then prioritize those things. Then identify the items that must get done but are not a good use of your time. Can you outsource those yet? At this point, if you don't have money or clients, marketing should not be what is outsourced. If you are interested in connecting with Timalyn online, you can find her as Timalyn Bowens, EA on LinkedIn and subscribe to this channel.You can even get a free checklist for starting your own Enrolled Agent Firm at www.Americasfavoriteea.comLet us know your favorite part of the episode in the comments!

Episode 25: In this episode, Timalyn welcomes listeners back to the podcast after a 5-month hiatus. She also welcomes YouTube listeners to the podcast's new home, The Enrolled Agent Hub. Timalyn also shares that this year will feature 26 episodes.

She'll be bringing in new guests and asking some old guests to return too.

But for episodes 25 - 29, she'll be rocking solo to lay some foundational groundwork that is important to the success of every Enrolled Agent. Tonight's focus was on goal setting. Timalyn shares that businesses that don't succeed often don't have clear goals or vision. 3 additional things that they lack are:1 - Faith in themselves2 - Discipline3 - ActionTimalyn shares what that actually looks like as you are setting income goals or studying for the exam. If you are interested in connecting with Timalyn online, you can find her as Timalyn Bowens, EA on LinkedIn and subscribe to this channel.You can even get a free checklist for starting your own Enrolled Agent Firm at www.Americasfavoriteea.comLet us know your favorite part of the episode in the comments!

Episode 24: In this episode, Timalyn welcomes Yvette D. Best, EA to the podcast. Yvette comes to the show with 35+ years of experience in the tax industry.

Her experience working in Corporate accounting and for a CPA firm helped shape the way that she does and doesn't do business today.

During this conversation, Yvette shares:

• Her first introduction to the EA credential
• How she learned what not to do when representing taxpayers.
• Transitioning from a full-time corporate accounting job to entrepreneurship
• Why helping people prepare their taxes correctly is so important
• How a hot air balloon accident changed her life
• Paying off her home in under 10 years
• How her family works in the business with her

If you are interested in connecting with Yvette online, you can find her as Yvette Best, EA⁠. Let us know your favorite part of the episode in the comments!

Special thanks to Yvette for sharing her story and insights with us in this episode.

Episode 23: In this episode, Timalyn welcomes Phyllisy Jo Kubey, EA , to the podcast.

In addition to being an Enrolled Agent, advocating for both taxpayers and tax professionals, Phyllis Jo Kubey is a career vocalist, voice actor, tax writer/contributor, and has served as the President, Past President, and Immediate Past President of the New York Society of Enrolled Agents. She also does amazing work with the National Association of Enrolled Agents' political action committee.

We are blessed to have Phyllis Jo stop by the show.

During this conversation, Phyllis shares:

• Her first introduction to the EA credential

• Why did she decide to become an Enrolled Agent after 10 years of preparing taxes?
• How she decided to transition from a career in music to tax preparation
• Involvement in professional organizations

• Transitioning from working for someone to a solo practice
• How her business grew
• Building a solo practice that can be sold

If you are interested in connecting with Phyllis Jo online, you can connect with her on LinkedIn - Phyllis Jo Kubey, EA   or on X, formerly known as Twitter - @PKubeyEA

Let us know your favorite part of the episode in the comments!

Special thanks to Phyllis Jo for sharing her story and insights with us in this episode.

Episode 22: In this episode, Timalyn welcomes Jeffrey Thompson, EA, USTCP⁠ , to the podcast.

In addition to being an Enrolled Agent and United States Tax Court Practitioner, Jeffrey is a self-proclaimed Jeff of All Trades.

He has his MBA in addition to being a psychology professor, actor, writer, producer, magician, and tax accountant.

We are blessed to have him stop by the show.

During this conversation, Jeffrey shares:

• His first introduction to the EA credential

• Why he decided the CTEC wasn't enough to support the clients he served
• What inspired him to sit for the United States Tax Court Practitioner exam

• Why taking advantage of speaking opportunities is important
• The exponential growth of his Enrolled Agent Firm

• The balance between humanity and business.

If you are interested in connecting withJeffrey online, you can connect with him on LinkedIn - Jeffrey Thompson, MBA, EA, USTCP . If you'd like more information about Jeffrey or the services he offers, you can visit his website https://www.jeffthat.com/

Let us know your favorite part of the episode in the comments!

Special thanks to Jeffrey for sharing his story and insights with us in this episode.