Richard Walsh and Roger Pearson delve into the importance of choosing the right accountant or tax professional for business success. Roger shares his background and insights on utilizing IRS rules to save money and emphasizes building strong relationships with accountants. They discuss tax mitigation strategies, strategic vision for growth, and overcoming small business challenges. The episode offers practical steps for new business success and maximizing tax benefits, including multi-state tax planning and considerations for high-income businesses. Regular tax planning meetings are highlighted as key to maintaining financial health. The conversation concludes with Roger's contact information and closing remarks.

(0:00) Choosing the right accountant or tax professional

(0:26) Sponsor: Sharpen the Spear Coaching

(0:53) Introduction to today's guest, Roger Pearson

(1:26) Roger Pearson's business background

(2:29) Using IRS rules to save money

(4:06) Learning your business for better accounting

(6:03) Building relationships with accountants

(10:07) Tax mitigation strategies for businesses

(15:09) Strategic vision for business growth

(20:29) Overcoming small business challenges

(24:00) Steps for new business success

(26:47) Maximizing tax benefits

(28:14) Working with tax professionals

(33:31) Multi-state tax planning

(35:56) Tax planning for high-income businesses

(38:25) Regular tax planning meetings

(39:08) Guest contact information

(41:24) Closing remarks and sponsor message