In this special legislative update episode, host Brandy Spears is joined by Megan Killian, CAE (Executive VP of NAEA) and Thad Inge (VP at Van Scoyoc Associates) for an in-depth breakdown of the recently passed, sweeping federal tax legislation — a complex but critical milestone that will impact practitioners and taxpayers alike.

Together, they unpack how the bill got passed, the most significant tax provisions extended or introduced, and the implications for representation, planning, and compliance. From the child tax credit and standard deduction to SALT cap revisions, TCJA extensions, and four brand-new deductions (tips, overtime, seniors, and auto loan interest), this conversation covers what you need to know — and what’s coming next.

If you’re an EA wondering how to support your clients through these upcoming changes — or how to get involved in shaping implementation — this episode offers insight and clarity straight from D.C.

Why Listen

• Understand key provisions extended or made permanent under the latest bill

• Learn about new deductions (tips, overtime, senior income, and auto interest)

• Hear how the TCJA changes impact individual and business taxpayers

• Explore the role EAs and NAEA can play in shaping federal tax guidance

• Get insight into what's next on Congress’s tax and regulatory agenda

In This Episode:

• [00:00:00] Setting the stage: how the bill passed under pressure

• [00:04:00] What got extended from TCJA and why it matters

• [00:06:00] The SALT cap compromise and what changed for high-tax states

• [00:10:00] Individual and family updates: CTC, estate tax, and paid leave

• [00:13:00] Breaking down the four new deductions (tips, OT, seniors, car loans)

• [00:19:00] Business provisions: 199A, R&D expensing, depreciation, interest rules

• [00:22:00] New Treasury & IRS leadership and guidance rollout timelines

• [00:24:00] How EAs and NAEA can influence policy through feedback

• [00:28:00] What Congress may do next — and what likely won’t be reversed

Notable Quotes

• “This legislation doesn’t just live on paper — it shows up in the lives of clients and in the work you do every day.” – Megan Killian

• “There’s a thousand pages in this bill, and we’re just scratching the surface.” – Thad Inge

• “If EAs have good points to make, we can get those in front of Treasury. But we need that member feedback.” – Thad Inge

• “Staying informed and engaged matters — this is where policy meets practice.” – Brandy Spears

Our Guests

Megan Killian, CAE is the Executive Vice President of the National Association of Enrolled Agents. With over 20 years of executive leadership experience in membership organizations, she brings deep expertise in strategic development, change management, and team building. Prior to joining NAEA, Meg led member relations at the Pennsylvania Institute of Certified Public Accountants and has been a strong advocate for diversity and inclusion in the profession.

Thad Inge is the Vice President at Van Scoyoc Associates (VSA), where he helps clients navigate legislative and regulatory issues, specializing in tax, small business, benefits, fintech, and payments. Before VSA, Thad led government relations at Paychex, Inc., and held roles at the U.S. Small Business Administration and U.S. Senate Committee on Small Business & Entrepreneurship. He holds a degree from Georgetown University and a law degree from the University of Miami School of Law.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

Brandy Spears

• LinkedIn

• Website - NAEA.org

Megan Killian

• LinkedIn

Thad Inge

• LinkedIn
  

What does it look like to build a meaningful career, serve your profession, and still know when to hand off the baton?

In this episode of The Enrolled Agent Advocate, host Brandy Spears speaks with Jennifer MacMillan, EA, a seasoned tax professional with over 30 years of experience in representation, education, and leadership. From building a client-first tax practice in California to serving as Chair of the IRSAC and now President of NAEA, Jennifer shares how she found her voice in advocacy—and why ethics, community, and continuous education are at the heart of everything she does.

Jennifer discusses selling her practice, navigating semi-retirement, and what she's focused on as NAEA prepares to support members through a shifting IRS landscape. Her story offers real talk for EAs at every stage—from newcomers building their niche to veterans ready to pass the torch.

Why You Should Listen

• Learn how to design a practice with purpose and long-term value

• Understand the power of niching and building a sale-ready business

• Get insights into how the EA profession is evolving through advocacy

• Find out what NAEA is doing to support members in a changing IRS environment

In This Episode:

• [00:00:00] Meet Jennifer MacMillan: EA since 1994

• [00:02:07] Discovering the EA credential by chance

• [00:03:24] From $750K to $500: Her first OIC and what hooked her

• [00:05:11] Building a practice that’s easy to sell

• [00:06:41] Transitioning into semi-retirement and finding the right buyer

• [00:08:04] The value of a strong professional network

• [00:08:49] Making ethics engaging—and essential

• [00:10:28] Her leadership impact at CSEA and IRSAC

• [00:13:16] On becoming NAEA President-Elect

• [00:14:00] Goals for her term and navigating IRS restructuring

• [00:17:09] Embracing technology, CE, and advisory growth

• [00:18:44] Raising awareness: Why every EA should speak up

• [00:21:22] Engaging the next generation of EAs

• [00:23:38] Strengthening IRS relationships

• [00:25:34] Challenges ahead—and where the opportunities lie

• [00:27:00] Advice for those just starting out

• [00:28:25] How to connect with Jennifer + a shoutout to NTPI

Notable Quotes

• “The key to life is recognizing opportunity when it shows up—and taking it.” — Jennifer MacMillan

• “You get to decide who takes up your time. Build your business around that.” — Jennifer MacMillan

• “Being an EA means you're the expert. But being a member of NAEA means you’re never alone.” — Jennifer MacMillan

• “Ethics education doesn’t have to be boring. It can—and should—be fun and meaningful.” — Jennifer MacMillan

About Our Guest

Jennifer MacMillan, EA has been an Enrolled Agent since 1994, specializing in individual income tax preparation and representation. She ran a successful solo practice in Santa Barbara, California, before selling it in 2019 and transitioning to semi-retirement in Colorado. A Fellow of NTPI, Jennifer has taught extensively for NTPI, CSEA, and Spidell Publishing. She is a past President of CSEA, former Chair of IRSAC, and currently serves as President-Elect of NAEA for 2024–2025. Her career has been defined by service, leadership, and a passion for educating and empowering tax professionals.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

Brandy Spears

• LinkedIn

• Website - NAEA.org

Jennifer MacMillan

• LinkedIn

• Website
  

In this special edition, host Brandy Spears welcomes Scott Scarano, EA, an unconventional firm owner, rapper, and host of the popular podcast Accounting High. Scott blends deep entrepreneurial insight with artistic flair — sharing how his rocky start gave rise to a multimillion-dollar firm, how he learned to scale by getting out of the way, and why deep work and creativity matter now more than ever.

Scott talks openly about his early missteps in business, his decision to pursue the EA credential, and how cloud technology and soft skills helped him build Padgett Business Services in Raleigh from $90K to over $1.5M in revenue. Plus, he opens up about fatherhood, finding fulfilment in creativity, and how rapping about accounting helped him connect with the profession in new ways.

Whether you're leading a team, building a brand, or just looking to break the “boring accountant” mold, Scott brings refreshing, real talk to this conversation — with a few punchlines (and rhyme lines) along the way.

Why Listen

• Learn how to scale a firm by letting go of control and building structure

• Discover how creative expression can energize your work and your brand

• Understand how soft skills and empathy drive client trust in representation

• Explore how enrolled agents are reshaping the tax profession in unexpected ways

• Get inspired to create a business that works — and plays — with purpose

In This Episode:

• [00:00:00] From arrest record to respected EA and firm owner

• [00:06:00] Merging creativity and tax: performer meets practitioner

• [00:12:00] The EA credential, IRS rep work, and why he let it lapse

• [00:18:00] How empathy, patience, and problem-solving define a great rep

• [00:26:00] Family, Dr. Seuss rap videos, and building balance through fun

• [00:30:00] Why he’s taking the EA stage at Tax Summit 2025

Notable Quotes:

• “Business is business. People are people. Whether you're on the stoop or in the boardroom.” – Scott Scarano

• “You want to please everyone, but if you never say no, you'll never protect your time.” – Scott Scarano

• “What you learn from the streets, the classroom can’t teach. I built my firm on human connection.” – Scott Scarano

• “Rapping about taxes? It just made sense. You’ve gotta speak on what you know.” – Scott Scarano

Our Guest

Scott Scarano, EA is the owner of Padgett Business Services Raleigh, where he scaled the firm from $90K to over $1.5M in revenue. Known for his bold creativity and deep industry insight, Scott is also the voice behind Accounting High, a podcast and YouTube channel for firm owners, and performs as “OKR” (OK Rapper), turning tax and accounting themes into smart, lyrical storytelling.

Scott believes in the power of learning through doing, managing through empathy, and finding joy in work and life. Outside the office, he's raising three kids, producing rap music with them, and reimagining what it means to be an EA in today’s world.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

Brandy Spears

• LinkedIn

• Website - NAEA.org

Scott Scarano

• LinkedIn

• LinkedIn - Padgett Raleigh

• Website - Padgett Raleigh

What happens when a tax pro stops chasing busy season and starts designing a business—and life—on her own terms?

In this episode of The Enrolled Agent Advocate, host Brandy Spears talks with Dr. Jackie Meyer, a forward-thinking CPA-turned-SaaS-founder who's changing how tax professionals price, hire, lead, and live. Jackie opens up about walking away from a successful CPA firm to launch TaxPlanIQ, a tech platform that empowers advisory-first firms to price based on value—not time sheets.

They unpack her proprietary ROI Method of Value Pricing™, how to attract and retain top talent in this shifting workforce, and why tackling burnout requires more than just time management. Jackie also shares a sneak peek into her upcoming book, The Balance Sheet of Life, which blends financial literacy with real-life fulfillment.

Whether you're a solo EA, a firm owner, or somewhere in between, this episode offers a fresh perspective on profitability, purpose, and people.

Why Listen

• Learn how value-based pricing can transform your firm

• Get real strategies for retaining top talent and fighting burnout

• Hear what the AICPA Accelerator is teaching tax tech innovators

• Discover how life balance and business strategy go hand in hand

In This Episode:

• [00:00:00] Meet Dr. Jackie Meyer: Entrepreneur, educator, disruptor

• [00:01:10] From CPA firm owner to tech founder

• [00:03:22] What is the ROI Method of Value Pricing™?

• [00:06:05] Burnout, boundaries, and building a better culture

• [00:09:30] Using advisory services to increase client value (and firm profit)

• [00:13:17] How TaxPlanIQ is rethinking advisory tools

• [00:16:08] Talent trends: What firms need to change now

• [00:19:42] Shifting from compliance to consulting

• [00:22:50] What AI can (and can’t) do for tax pros

• [00:25:35] Health, wealth, and the vision behind The Balance Sheet of Life

• [00:28:12] What Jackie wishes more EAs, CPAs, and advisors understood

• [00:30:00] Final thoughts: Where tax pros go from here

Notable Quotes:

• “We need to move from trading hours for dollars to pricing based on results.” — Dr. Jackie Meyer

• “Culture isn’t ping-pong tables. It’s whether your team feels heard and supported.” — Dr. Jackie Meyer

• “Technology isn’t the threat—burnout is. We can’t innovate if we’re exhausted.” — Dr. Jackie Meyer

• “Success isn’t just about what you earn, but how you feel while earning it.” — Dr. Jackie Meyer

Our Guest

Jackie Meyer is a nationally recognized CPA, entrepreneur, and thought leader in tax innovation. A multi-year 40 Under 40 honoree by CPA Practice Advisor, she founded and sold a successful CPA firm before launching TaxPlanIQ, a tax advisory platform selected for the 2023 AICPA Accelerator Cohort. She’s the creator of the ROI Method of Value Pricing™, a speaker to tens of thousands annually, and the upcoming author of The Balance Sheet of Life, a book bridging financial strategy with personal fulfillment. Her mission: Help people thrive in health, wealth, and relationships.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

Brandy Spears

• LinkedIn

• Website - NAEA.org

Jackie Meyer

• LinkedIn

ROI method of value pricing free workbook/calculator: ⁠taxplaniq.com/roi-method⁠

How do you go from being a single mom in corporate America to leading multiple mission-driven businesses, reshaping an industry, and serving gelato to U.S. military graduates?

In this episode, The Enrolled Agent Advocate host Brandy Spears sits down with Anisha Bailey, an Enrolled Agent, entrepreneur, and all-around force for good. Anisha shares how she walked away from a Big Four tax job to build something bigger—something aligned with her values, her family, and her purpose.

They talk about discovering the EA credential before it was “cool,” building a tax firm during the Great Recession, and how her journey evolved into launching Taxley Academy, the CentsableCEO mentorship platform, and a family-run dairy-free gelato brand. Oh—and she’s also the brains behind the first registered apprenticeship program for Enrolled Agents in the country.

This conversation is part masterclass, part motivation, and a full-on blueprint for how to turn expertise into impact.

Why Listen

• Learn how the EA credential shaped Anisha’s career beyond tax prep

• Hear how she built a mission-driven firm from scratch

• Discover how she’s training the next generation of enrolled agents

• Get inspired by her take on advocacy, entrepreneurship, and family legacy

In This Episode:

• [00:00:00] Meet Anisha Bailey: EA, entrepreneur, and advocate

• [00:01:43] Discovering the EA path vs. CPA route

• [00:04:07] Leaving Deloitte to launch a tax firm as a single mom

• [00:06:15] Early challenges and finding clarity in tax resolution

• [00:08:39] Passing the EA exam: Tips and mindset

• [00:09:40] Using the EA as a brand differentiator

• [00:10:39] Building Taxley and pivoting to education

• [00:12:22] Creating what she wished existed: Taxley Academy

• [00:15:31] Redefining the profession through CentsableCEO

• [00:17:45] Why advocacy for EAs is personal and necessary

• [00:18:48] The EA as a minimum standard for tax professionals

• [00:20:25] Why fresh ideas and involvement in NAEA matter

• [00:22:59] Launching SorBailee, a family-owned gelato business

• [00:26:00] Case study: Applying tax strategy to a food startup

• [00:34:00] Gelato for GIs: Giving back to service members

• [00:35:43] Advice to new EAs: Do it right, not rushed

• [00:38:00] Don't pigeonhole your EA credential—expand your possibilities

• [00:41:00] Final insights: Serve with integrity, structure with purpose

Notable Quotes:

• Your tax problem is just one piece of your whole life. We’re here to fix the full picture." — Anisha Bailey

• "Being an EA let me specialize, lead, and advocate without apology." — Anisha Bailey

• "You're going to have a hard time doing it right—don’t make it harder by cutting corners." — Anisha Bailey

• "Create a business that works for your life, not just your bills." — Anisha Bailey

Our Guest

Anisha Bailey is an Enrolled Agent, nationally recognized entrepreneur, and CEO of The Maurice Chrishon Group. She holds degrees in Marketing, Accounting, and Executive Leadership, and in 2008 left a corporate tax career at Deloitte to launch a firm rooted in taxpayer advocacy. With nearly 20 years of experience, Anisha now leads impact-driven brands—CentsableCEO, Taxley, and SorBailee—focused on empowering entrepreneurs and tax professionals alike. She is the creator of the CentsableCEO mentorship program and continues to be a vocal advocate for EAs nationwide.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

Brandy Spears

• LinkedIn

• Website - NAEA.org

Anisha Bailey

• LinkedIn

• Website - The Maurice Chrishon Group

• Website - Sorbailee
  

In this episode of The Enrolled Agent Advocate, host Brandy Spears sits down with Jon Call, Enrolled Agent and founder of CLAW Tax Group. John shares his journey from a marketing professional to a respected EA and discusses the challenges he faced while defending his practice against the Minnesota Commerce Department. His battle against the state’s debt settlement classification of EAs led to significant legislative changes and a precedent for defending the rights of federally authorized tax practitioners.

Jon's story is not just about overcoming legal challenges but also about his commitment to advocacy for EAs nationwide. He sheds light on how the NAEA's support played a crucial role in his fight, and shares valuable insights for EAs dealing with state-level legal challenges.

Why Listen

• Learn how one EA's battle changed state policy, impacting all tax practitioners.

• Understand how federal preemption protects enrolled agents from state overreach.

• Discover practical tips on handling unexpected state regulatory challenges.

• Gain insight into the importance of advocacy within the EA community.

  
  

In This Episode:

• [00:00:00] Welcome to The Enrolled Agent Advocate

• [00:00:23] Meet Jon Call: From marketing to tax representation

• [00:01:10] Jon’s journey to becoming an EA and advocate

• [00:02:06] How marketing skills shaped his tax career

• [00:06:08] Founding Claw Tax Group: Overcoming early challenges

• [00:07:58] Earning NTPI Fellow: Building expertise in representation

• [00:10:20] The Minnesota ordeal: Debt settlement conflict

• [00:13:42] Facing state vs. federal regulation conflicts

• [00:16:14] Navigating the legal battle: Federal supremacy clause

• [00:18:21] NAEA support: Legal and emotional impact

• [00:21:43] Legislative wins: Exempting EAs from debt settlement rules

• [00:24:56] Testifying before the Minnesota Tax Committee

• [00:28:17] Advice for EAs on maintaining balance during crises

• [00:32:30] Jon’s vision for the EA profession moving forward

• [00:37:10] Final thoughts: Staying resilient and advocating for change

Notable Quotes:

• "If we want people to comply, we need to make it easy for people to comply." — Jon Call

• "Circular 230 is federal authority—states can't override it." — Jon Call

• "I couldn't just stand by and let the state define our profession in a way that undermines what we do." — Jon Call

• "Advocacy means standing up, even when the odds are against you." — John Call

• "With the support of NAEA, I knew I wasn’t fighting alone." — Jon Call

Our Guest

Jon Call is the founder of CLAW Tax Group, a Minnesota-based firm focused on representing taxpayers in disputes with the IRS and state tax authorities. After a career pivot inspired by a desire to help people navigate overwhelming tax problems, Jon became an Enrolled Agent in 2012 and earned his NTPI Fellow designation in 2018. Known for resolving complex IRS collection and exam issues, he also advocates for taxpayer rights and contributes to national policy reform as part of the Government Relations Committee of the National Association of Enrolled Agents (NAEA). When not working, Jon enjoys playing pickleball with his wife and coaching his sons' baseball teams.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

Brandy Spears

Jon Call, EA

• TaxCure

• Website - CLAW Tax Group
  

In this episode of The Enrolled Agent Advocate, host Brandy Spears (NAEA) speaks with Tynisa Gaines, EA, a project manager at TokenTax, and an influential thought leader in the world of cryptocurrency taxation. Tynisa shares her fascinating journey from military spouse to becoming an Enrolled Agent (EA), expanding into the emerging field of crypto tax reporting, and offering valuable insights on how tax professionals can adapt to the changing tax landscape. Ty also discusses her work as Editor-in-Chief of the EA Journal, where she curates the latest trends in tax law and practice management, and her passion for educating other professionals in the industry.

Whether you're a tax professional looking to specialize in crypto tax or just curious about the latest developments in tax law and EA education, this episode is packed with useful information you won’t want to miss.

Why Listen

• Learn how Tynisa Gaines transitioned from traditional tax preparation to become a thought leader in cryptocurrency tax.

• Gain insights on how emerging technologies like crypto are influencing tax preparation and reporting.

• Discover the role of Enrolled Agents (EAs) in the modern tax landscape, especially in niche areas like digital asset taxation.

• Get valuable tips on navigating the complexities of tax law updates, including changes in digital assets and tax reporting.

In This Episode

• [00:00:00] Welcome and Introduction

• [00:02:39] Tynisa’s Tax Journey: From Military Spouse to Enrolled Agent

• [00:05:00] The Shift to Crypto Taxation: A New Niche in the Tax World

• [00:09:00] The Evolution of Crypto Tax Reporting

• [00:12:00] Behind the EA Journal: Expanding Thought Leadership in Tax

• [00:15:00] The Role of Education: Teaching Tax, Crypto, and More

• [00:18:00] Overcoming Challenges: Finding Diversity and New Voices in Tax

• [00:22:00] Future Trends: What to Expect in Tax and Crypto in 2025

• [00:25:00] Tynisa’s Advice for Aspiring Tax Educators and Thought Leaders

• [00:30:00] Closing Thoughts and Takeaways

Notable Quotes

• “I want people to understand that you don’t have to turn away crypto clients if you understand the basics.” — Tynisa Gaines

• “The journal is a great platform for tax professionals to showcase their expertise and get published.” — Tynisa Gaines

• “Do not rely on AI to do your research. Perfect your craft and be the expert in your field.” — Tynisa Gaines

• “You cannot spell great without EA!” — Brandy Spears

Our Guest

Tynisa Gaines, EA,  known as Ty, is a project manager and expert writer at TokenTax with more than 20 years of experience as a tax professional. She has worked in various settings, including retail offices and private EA/CPA firms. Licensed in both tax preparation and audit representation, Ty has been quoted and published in well-known publications such as Reuters, The Hill, and Accounting Today. She has also written two tax e-books and a scholarly article on cryptocurrency taxation in the National Income Tax Book.

Ty is currently the Editor-in-Chief of the EA Journal and has taught tax courses for EAs, CPAs, and at institutions like Northern Virginia Community College and the Virginia Tech Income Tax School. Her expertise has been featured in interviews with MarketWatch, and she has made appearances on Barron’s Live and The Newscast with Wolf Blitzer.

Ty holds a B.S. in Industrial Psychology from the University of Illinois and an MPA in Public Personnel Management from Troy University.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

Brandy Spears

• LinkedIn

• Website - NAEA.org

Tynisa Gaines, EA

• LinkedIn

• Website - TokenTax

• Website - EA Journal
  

In this episode of The Enrolled Agent Advocate, host Brandy Spears (NAEA) engages in a compelling discussion with Megan Killian, Executive Vice President of the National Association of Enrolled Agents (NAEA), and Thad Inge, Vice President at Van Scoyoc Associates (VSA). Together, they delve into the intricacies of tax policy, the role of Enrolled Agents in advocacy, and the collaborative efforts shaping tax legislation in Washington, D.C.

Why Listen

• Gain insights into the intersection of tax policy and real-world advocacy.

• Learn how Enrolled Agents play a key role in influencing legislation that impacts tax professionals and their clients.

• Understand the importance of strategic collaboration between NAEA and policy experts like Van Scoyoc Associates.

• Stay informed about the latest challenges and opportunities in tax reform and how they may affect the profession.

In this Episode:

• [00:00:00] Welcome and Introduction

• [00:02:15] Megan Killian's Journey to NAEA

• [00:05:30] Thad Inge's Role at Van Scoyoc Associates

• [00:08:45] The Intersection of Tax Policy and Advocacy

• [00:12:00] Challenges and Opportunities in Tax Legislation

• [00:15:30] The Importance of Enrolled Agents in Policy Discussions

• [00:18:00] Collaborative Initiatives Between NAEA and VSA

• [00:21:30] Looking Ahead: Future of Tax Policy and EA Involvement

• [00:25:00] Closing Thoughts and Call to Action

Notable Quotes

• “Our mission is to inform, empower, and connect tax professionals.” — Megan Killian

• “Enrolled Agents are at the forefront of tax advocacy, bridging the gap between policy and practice.” — Thad Inge

• “Collaboration between organizations like NAEA and VSA is crucial for effective tax reform.” — Brandy Spears

Our Guests

Megan Killian, CAE is the Executive Vice President of the National Association of Enrolled Agents. With over 20 years of executive leadership experience in membership organizations, she brings deep expertise in strategic development, change management, and team building. Prior to joining NAEA, Meg led member relations at the Pennsylvania Institute of Certified Public Accountants and has been a strong advocate for diversity and inclusion in the profession.

Thad Inge is the Vice President at Van Scoyoc Associates (VSA), where he helps clients navigate legislative and regulatory issues, specializing in tax, small business, benefits, fintech, and payments. Before VSA, Thad led government relations at Paychex, Inc., and held roles at the U.S. Small Business Administration and U.S. Senate Committee on Small Business & Entrepreneurship. He holds a degree from Georgetown University and a law degree from the University of Miami School of Law.

Resource & Links

The Enrolled Agent Advocate Podcast

• The Enrolled Agent Advocate

Brandy Spears

• LinkedIn

Megan Killian

• LinkedIn

Thad Inge

• LinkedIn
  

In the inaugural episode of The Enrolled Agent Advocate, host Brandy Spears (NAEA) welcomes tax attorney and Forbes contributor Kelly Phillips Erb, known widely as Tax Girl. They explore Kelly’s journey from tax blogger to national voice for taxpayer rights—and dive into her recent experience in remote Alaskan villages, where she joined a team providing free tax services to communities with no internet, no mail, and no real IRS access.

Together, they discuss the importance of programs like VITA and LITC, the struggles of taxpayers who want to comply but are cut off from the system, and how tax professionals can be part of the solution.

Why Listen

• Hear firsthand what tax outreach looks like in the most underserved areas of the U.S.

• Learn how voluntary compliance depends on access and trust

• Understand the impact of IRS mail backlogs and broken systems

• Get inspired to support or volunteer for tax assistance programs

  
  

In This Episode:

• [00:00:00] Welcome to The Enrolled Agent Advocate

• [00:00:30] Meet Kelly Phillips Erb: Tax Girl origin story

• [00:02:00] From tax blogging to Forbes contributor

• [00:03:40] Making tax law accessible to everyday readers

• [00:06:17] Flying into the Alaskan wilderness to help taxpayers

• [00:09:45] What it’s like serving clients off the grid

• [00:14:50] Explaining taxes to people with no internet or roads

• [00:19:53] “They want to comply”: The determination of taxpayers

• [00:20:44] When filing is nearly impossible

• [00:22:43] Why VITA and LITC matter more than ever

• [00:24:52] Volunteering for free tax assistance

• [00:27:21] Tax changes ahead: What pros should watch

• [00:30:51] The IRS mail backlog and its real-life fallout

• [00:34:09] Final thoughts, fun facts, and closing

Notable Quotes

• Scared taxpayers are immobile taxpayers. They don’t do what they need to get help." — Kelly

• "If we want people to comply, we need to make it easy for people to comply." — Kelly

• "We explained how they could file, qualify for refunds, and meet their obligations." — Kelly

• "Blame Congress. It drives me crazy how many taxpayers blame IRS or tax pros." — Kelly

Our Guest

Kelly Phillips Erb is a tax attorney and educator who makes complex tax issues understandable. With a JD and LLM in Tax from Temple University, she writes for Forbes, appears on CNN and NPR, and advocates for taxpayer rights. Known online as Tax Girl, she specializes in tax controversy, international tax, estate planning, and compliance.

Resources and Links

The Enrolled Agent Advocate

• The Enrolled Agent Advocate

Brandy Spears

• LinkedIn

Kelly Phillips Erb

• Website

• LinkedIn

• Instagram
  

The Enrolled Agent Advocate is the go-to podcast for EAs and tax professionals looking to stay ahead in the ever-evolving tax industry. Each episode brings you into conversations with experienced EAs and trusted voices in the tax space, offering an inside look at what’s happening in the field, how practitioners are navigating challenges, and where the profession is headed. Stay informed, inspired, and ahead with The Enrolled Agent Advocate.