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Your Tax Firm, Your Way

Your Tax Firm, Your Way

By: Brad Wooten CPA
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This podcast is for tax firm owners and aspiring tax firm owners. If you want to launch, grow, or improve your firm, subscribe. I got started in taxes in 2008 and launched my own firm in 2019. I'm sharing what I've learned over the years with the hope that it'll help encourage you and spark ideas to make your own firm better. Not that you will do exactly what I do, but that you will find the path to make your own firm a great place for you and your clients.(C) 2025 Wooten CPA PLLC Economics Leadership Management & Leadership Personal Development Personal Success
Episodes
  • Tax Firm Owners Share Their Story: Evan Schroedel, CPA
    Jun 30 2026

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Connect with Evan:
    https://www.linkedin.com/in/evan-schroedel-cpa-95098546/

    Join the FREE community for tax firm owners here:
    https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

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    1 hr and 10 mins
  • Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger
    Jun 15 2026

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Connect with Sam:
    https://www.linkedin.com/in/samuel-moshe-nachfolger/

    Join the FREE community for tax firm owners here:
    https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Show More Show Less
    39 mins
  • Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP
    Jun 1 2026

    In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there.

    This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community.

    Connect with Kyle:
    https://www.linkedin.com/in/kylebeltle/

    Join the FREE community for tax firm owners here:
    https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout

    Signup for my newsletter:
    https://www.wootencpa.com/newsletters

    Mentorship and Coaching:
    https://www.wootencpacoaching.com

    Free resources:
    Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout
    Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout

    Coaching Resources:
    Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way
    Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT

    Other Resources:
    https://www.wootencpacoaching.com/store

    Find me on LinkedIn
    https://www.linkedin.com/in/brad-wooten-cpa/

    ******************************

    *Disclaimer:
    This podcast is for entertainment purposes only and is not financial, tax, or legal advice.

    All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

    Show More Show Less
    58 mins
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