Tax Rep Network with Eric Green

What if you could follow your ideal clients across the internet—for pennies—and turn clicks into long-term revenue? In this episode of the Tax Rep Network Podcast, Eric Green sits down with digital marketing strategist David DeBlasio, founder of DeBlasio New Media Marketing, to break down how retargeting, AI-driven ad platforms, and lookalike audiences are transforming how tax professionals grow their practices. Eric shares the real story behind how retargeting ads dramatically scaled Tax Rep Network—reaching over 150,000 people and driving 16,000 website visitors on a modest budget. Dave explains how even small firms can dominate their local markets using data-backed ad strategies that were once only available to massive corporations.Whether you're a CPA, EA, attorney, or tax resolution professional looking to scale, this episode makes one thing clear: digital marketing is no longer a luxury—it’s the most cost-effective growth engine available.If you're serious about building a million-dollar practice, this conversation is your roadmap.Want to contact Dave DeBlasio? Go to https://deblasiomarketing.com/.

In this episode of the Tax Rep Network Podcast, Eric Green shares a powerful lesson sparked by a conversation with former New York Giants legend Leonard Marshall. Reflecting on the iconic 1990 NFC Championship hit on Joe Montana, Eric breaks down the mindset that separates the ordinary from the elite: never quit.At LSU, Leonard was taught that “the ground is hot” — if you’re down, you get up. Fast. That same mentality applies to building a tax representation practice. Success isn’t built on the easy days. It’s built on the dark, frustrating, stormy days when you want to quit — but don’t.Eric connects this championship-level discipline to growing a million-dollar practice: keep producing content, keep speaking, keep marketing, keep grinding. It must work — if you don’t stop.If you want next-level results, you need next-level persistence. Brick by brick. Play by play. No quitting.

Feeling overwhelmed? You don’t need more hustle—you need a game plan. In this episode, Eric Green sits down with Dr. Rick Wells of Baystate Financial to break down the GAME PLAN framework for getting unstuck, focused, and moving forward with intention. They talk mindset, identity, discipline, and why real progress starts with who you become—not just what you do. If you’re scaling a practice, rethinking your direction, or drowning in noise, this episode will help you reset and execute—one step at a time.Contact Rick Wells at rwells@baystatefinancial.com.Download the free The Tax & Accounting Professional’s Playbook by Eric and Dr. Wells here: https://taxrepllc.com/playbook.

You’re afraid you’ll screw up a tax rep case. Totally normal. In this episode, Eric Green breaks down what actually matters, what’s fixable, and why almost nothing in representation is fatal. If fear is holding you back, this one’s for you.

Want to do IRS representation but don’t know where to begin? In this episode, Eric Green breaks down a simple, proven roadmap for handling audits, balances due, penalty abatement, and non-filers—starting with the one step that drives every successful case: compliance. Learn how to think strategically, avoid common mistakes, and build a scalable, high-value representation practice with confidence.Download our free guide "Where to Begin: A Roadmap for IRS Representation" HERE. 

It's the 1099 season—and for many business owners, it’s the most dangerous time of the year. In this eye-opening episode, Tax Rep Network Founder Eric Green sits down with his own bookkeeper, Maya from Solvency Now, to break down what most business owners don’t understand about 1099s—and how those mistakes quietly turn into audits, massive penalties, backup withholding, and even criminal exposure. Eric also shares real-world war stories—from restaurant audits to whistleblower cases—showing how small bookkeeping shortcuts can snowball into business-ending consequences.If you’re a business owner, bookkeeper, CPA, EA, or attorney—or if you’ve ever paid someone “just this once” without paperwork—this episode could save you tens of thousands of dollars and years of stress.Want to connect with Maya? Email her at maya@solvencynow.com.

Everyone wants to make more money – but most people are focused on the wrong thing. In this solo episode, Eric Green breaks down why obsessing over small expenses is a losing game – and how shifting your focus to revenue, billing, and productivity is what actually moves the needle. Using real-world examples from law firms and professional practices, Eric explains where cost-cutting makes sense, where it doesn’t, and why “looking up” instead of down can add hundreds of thousands to your bottom line. If you’re serious about growth, this episode is your wake-up call.

In this episode of the Tax Rep Network Podcast, Eric Green is joined by Roger Knecht, founder of Universal Accounting, for a candid, wide-ranging conversation about sacrifice, overwhelm, clarity, and the realities of entrepreneurial success.Drawing from decades of experience training accounting and bookkeeping professionals, Roger breaks down why success isn’t about working harder – it’s about having clear goals, making intentional tradeoffs, and staying focused when life inevitably gets in the way. Together, Eric and Roger explore why overwhelm causes so many practitioners to quit, how breaking big goals into small daily actions creates momentum, and why surrounding yourself with the right community can normalize success and accelerate growth.If you’re feeling stuck, overwhelmed, or questioning whether building your own practice is worth the effort, this episode offers both perspective and practical guidance—without the hype.Contact Roger Knecht here: https://www.linkedin.com/in/rogerknecht/Join us at GrowCon in May 2026 here: https://universalaccountingschool.com/growcon-2026/

A Conversation With Stephen KohnWhistleblower legend Stephen Kohn joins Eric Green for a no-BS look inside the world of tax whistleblowing, billion-dollar recoveries, and why the IRS program is failing to live up to its potential.From the UBS case that shook Swiss banking to the bipartisan bill that could finally fix the system, Stephen breaks down what’s working, what’s broken, and why whistleblowers remain America’s best weapon against large-scale tax cheats.If you care about tax justice, enforcement, or the future of whistleblower law, this fast-moving conversation is essential listening.Click here to Contact your Representative today to advocate for the inclusion of the reforms in the Taxpayer Assistance and Service Act.Contact Steve Kohn at https://kkc.com/our-whistleblower-law-firm/our-whistleblower-lawyers/stephen-m-kohn/

Think your pricing is “fine”? Think again.In this fast-moving episode, Eric Green sits down with behavioral economist Etinosa Agbonlahor to expose the hidden psychology behind why tax pros and accountants chronically underprice their services—and what to do about it.Etinosa breaks down how clients actually make financial decisions, why they rarely notice price increases, and how your lack of confidence may be costing you thousands. You’ll hear real stories from the tax trenches, the behavioral biases sabotaging your pricing, and the simple shifts that instantly boost your revenue.If you want clients who gladly pay for your expertise, this episode is your roadmap.Get ready to rethink everything you know about pricing.Want to contact Etinosa? Go to https://decisionalpha.co/

Eric Green and File Forms’ Frank Tumminello dive into year-end compliance and how to create a whole new revenue stream, helping clients stay compliant. They give an inside look at FileForms’ growth and technology innovations, discuss upcoming state filing deadlines, and explain how the FileForms partnership program can boost your firm’s revenue and client value. Check out FileForms here: https://taxrepllc.com/partner-fileformsJoin Eric and Frank for a free webinar here: https://taxrepllc.com/20251230-compliant/

In this explosive episode, Eric Green sits down with Bradley Birkenfeld, the iconic UBS whistleblower known worldwide as “Lucifer’s Banker.” Birkenfeld shares the inside story of how he exposed the largest tax-evasion scheme in history, triggered a global crackdown on secret offshore banking, and ultimately helped return $40 billion to U.S. taxpayers. He is also the author of the book Lucifer’s Banker Uncensored.From his rise inside the elite world of Swiss private banking to the shocking discovery of a secret memo that revealed UBS was preparing to scapegoat its own bankers, Birkenfeld walks listeners through the high-stakes decisions that led him to blow the whistle and the stunning retaliation he faced from the U.S. Department of Justice.Eric and Brad dig into:How Swiss banking really worked behind the scenesHow 19,000 secret U.S. accounts and billions in hidden assets came to lightWhy did the DOJ attack the whistleblower instead of the offendersThe political power networks that shielded UBS from full exposureThe Senate investigation that broke the case wide openWhat it actually takes to bring a successful IRS whistleblower claimThe global impact of Brad’s disclosures — and why the fight is far from overUnfiltered, riveting, and backed by original documents and firsthand experience, this conversation pulls back the curtain on one of the most consequential financial scandals in modern history. Whether you’re a tax professional, attorney, compliance expert, or simply someone who loves a real-world thriller, this is an episode you won’t forget.Join us for a free webinar with Eric and Brad on January 8th – you can register here: https://taxrepllc.com/20260108-whistleblower/

Eric Green sits down with “America’s Favorite EA,” Timalyn Bowens, to talk about why now is the moment for tax pros to step up, get their EA, and start building real businesses -  not just jobs. They dig into how the EA credential opens doors far beyond tax prep, why so many pros get stuck at the $100K mark, and what it actually takes to scale toward a million-dollar practice with automation, advisory work, and smart systems. Timalyn also shares her journey from public accounting to running a virtual firm, the mindset shifts that beat imposter syndrome, and how community, mentorship, and consistency can transform your career one step at a time.

In this episode, Eric Green shares one of his most talked-about stories from How to Build a Million-Dollar Tax Practice — how he turned a Friday-night IRS levy call into $1,700 an hour. Eric breaks down exactly how he structured the fee, motivated the client, and resolved the case in just two days while saving the taxpayer thousands. Learn the mindset, pricing strategy, and client-management tactics that make flat-fee tax resolution highly profitable — and why setting boundaries and expectations is key to running a successful practice.

Ready to sell your business (or your practice) and get maximum value?In this episode, Eric Green sits down with Michelle Seiler Tucker, Wall Street Journal & USA Today bestselling author of Exit Rich, to break down how buyers really value businesses today and why most owners are accidentally building a job, not a saleable asset.You’ll learn:Michelle’s 6 P’s that drive business valueWhy recurring revenue, automation & subscription models explode your multipleHow accountants and tax pros can help clients exit rich (and get paid for referrals)Join Eric and Michell for a Free Webinar on December 12 by registering here. Connect with Michelle on LinkedIn.

Former IRS subject matter expert Victoria “Vicki” Boon joins Eric Green to reveal the truth about § 280F and why taxpayers so often stumble when writing off planes, yachts, RVs, and cars. With 22 years inside the IRS, Vicki explains what examiners really look for, the documentation that makes or breaks a case, and the common myths that cost clients big. If you want to bulletproof deductions and avoid audit disasters, this is the episode you can’t miss.Want to join the webinar on October 16th with Vicki and Eric? Register here: https://taxrepllc.com/20251016-writeoff/

Pricing tax representation is tough—and with today’s chaotic and understaffed IRS, it’s even harder. Eric Green and CPA/CTRC Patrick Wanzer of Breakthrough Tax Resolution reveal real-world strategies for setting fees, managing scope creep, and protecting profitability when IRS delays double or triple your workload, cases bounce between agents, and clients push for “free advice.” They share how shifting from flat fees to hourly billing, using larger retainers, and setting clear engagement boundaries can help tax professionals stay profitable and sane while navigating the turbulent tax resolution landscape.

Discover how the new RCReports + FileForms partnership helps tax pros turn compliance into profit. Eric Green, Paul Hamann, and Frank Tumminello reveal how to streamline workflows, save clients’ money, and unlock recurring advisory revenue, all while bulletproofing returns. Plus, join Eric, Frank, and Paul for a free webinar on September 17th and discover how you can monetize the partnership to save your clients thousands every year and create an entirely new revenue stream for yourself! Register here now: https://taxrepllc.com/20250917-compliance/

In this episode of the Tax Rep Network Podcast, Eric Green and Carlos Samaniego sit down at the Mashantucket Pequot Tribal Nation’s community center for a wide-ranging and candid discussion about the IRS’s current state of disarray and what it means for tax professionals and their clients. From the revolving door of IRS Commissioners to the DOJ’s surprising shift toward denaturalization cases tied to tax filings, they break down how these developments create both risks and opportunities for practitioners. Eric and Carlos also expose troubling practices among large tax resolution firms, explain why state tax agencies like Connecticut and California are often more aggressive than the IRS, and highlight strategies for protecting clients caught in the chaos. Whether you are a tax pro navigating refund lawsuits or competing against the “big box” resolution companies, this conversation delivers real-time insights, war stories, and actionable advice for surviving – and thriving – in today’s turbulent enforcement environment.

If your paycheck stopped tomorrow, how long could you last – weeks, maybe months? In this episode of the Tax Rep Network Podcast, host Eric Green sits down with Elza Sarkisian of Northwestern Mutual to discuss the financial risk too many professionals overlook: disability insurance.You’ll learn:Why your income – not your house or retirement account – is your greatest asset.The staggering odds of becoming disabled before retirement.How disability insurance protects your lifestyle, your family, and your business.What tax professionals need to know about coverage and planning.Packed with real-life stories and practical strategies, this episode is a must-listen for anyone who depends on a paycheck – and every advisor who wants to elevate their value.Join Eric and Elza for the free webinar on this topic on September 10th by registering here: https://taxrepllc.com/20250910-income/Contact Elza at elza.sarkisian@nm.com