Today, after many months of trying to have Jared keep a secret, we're happy to announce the launch of taxfounded.com

We've built a community for tax firm owners who want to thrive not just survive. Based on our own frustrations where traditional models have fallen short, we're thrilled to bring our passions to you. 

To see if you're a great fit for what we're building, go to taxfounded.com and find out more information!

In this episode, Kelly Bender, Jared Foos, and guest Brad Messner, PhD, explore the rapidly evolving landscape of technology in the tax industry. They discuss AI, automation, data security, and how tax professionals can adapt to stay ahead in a fast-changing environment.

We see a lot of tax pros take positions on returns that they possibly don't understand, and definitely can't defend.  What moves should tax pros stop doing right now when it comes to serving our clients well? What are some red flags to watch for?  Also, spoiler alert, Jared went golfing!

Today we welcome Will Hamilton, founder of SmartPath, a pricing and engagement application to help accounting firms get more value out of their firms. We unpack marketing and sales strategies, as well as decipher what works and what doesn't. Will Jared finally succumb to building his personal brand? 

Please visit smartpath.co for more information on Will and his company.

Today we're coming to you live on April 15. What's happening in our offices today and how much tax money is heading to the government today? We don't have an agenda, but we're happy to be at the first finish line of the year!

What is the big deal about money anyway? Today we discuss our take on what money really is, and how we see success and wealth leaving clues around us.  Are you thinking scarce or abundant when it comes to money?

Jared has been on a podcast learning kick lately, so he's bringing all his insights in to the conversation this week.  What does it look like to grow as a human, a leader, or a professional?  Join us for the weekly banter as we try to improve ourselves along with you.

Today we welcome Melinda Garvin to discuss what selling a practice has looked like for her.  When was the right time? How did she feel about the whole process? Does she have any regrets?  Melinda brings some valuable insights into a difficult to discuss topic, plus we get to see where Jared gets his sense of humor.

Automated bookkeeping seems like a magic pill. But many times, there are hidden factors in those books that aren't telling the whole story. Today, we unpack some of the common mistakes we see business owners make when it comes to managing their own books and how it's probably costing them money.

What does it really look like to teach adult continuing education? This week we're joined by NATP's Content Program Manager, Misty Erickson, to talk to us about what good education looks like, and when to run for the door.  Speaking of great tax education, early bird pricing for Taxposium | NATP ends May 31.  Come join us!