Tax Rep Network with Eric Green

1d ago

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/

Dec 10

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-fileforms Join Eric and Frank for a free webinar here: https://taxrepllc.com/20251230-compliant/

Dec 8

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 scenes How 19,000 secret U.S. accounts and billions in hidden assets came to light Why did the DOJ attack the whistleblower instead of the offenders The political power networks that shielded UBS from full exposure The Senate investigation that broke the case wide open What it actually takes to bring a successful IRS whistleblower claim The global impact of Brad’s disclosures — and why the fight is far from over Unfiltered, 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/

Dec 3

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.

Nov 26

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.

Nov 19

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 value Why recurring revenue, automation & subscription models explode your multiple How 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 .

Oct 1

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/

Sep 22

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.