Resources for tax & accounting pros.
A curated directory of the communities, podcasts, associations, newsletters, CE, and tools I point people to. Carried over from the podcast, kept current, and added to over time.
49 resources and counting
A curated directory of the communities, podcasts, associations, newsletters, CE, and tools I point people to. Carried over from the podcast, kept current, and added to over time.
49 resources and counting
Geraldine Carter's community for solo and small firm accountants who want to work less and price better.
A community and program for tax pros automating their practice with TaxDome workflows.
A free online community for accountants and bookkeepers, hosted by Karbon.
Erica Goode's paid membership community for CPAs, bookkeepers, EAs, and fractional CFOs who want sustainable, life-first firms. Trainings, templates, and a library of past meetups.
Dawn Brolin's community for accounting pros who lead with energy and intention.
Brad Wooten's membership community for tax firm owners.
Logan Graf's community for modern accounting firm owners.
Jason Staats's community for accounting professionals.
A community for digging into technical tax.
Training and community for new and aspiring bookkeepers.
A Skool community for bookkeepers building their practice.
A community centered on nonprofit accounting.
Firm owners trading playbooks on practice management, tech, and growth.
A study community for CPA exam candidates.
Small peer roundtables for accounting pros, three 90 minute sessions a month. Members only, no vendors.
Brian Davis's paid Skool group with prebuilt systems and tools for small tax firms.
The year round community behind Tax Retreat, the small anti-conference for tax pros. Where the conversation keeps going between events.
On building and running a modern accounting firm.
Leveling up your accounting career and practice.
Jeremy Wells works through real tax scenarios in depth.
Two voices on accounting and firm life.
Candid talk about careers in accounting.
Interviews from across the profession.
Conversations for accounting professionals.
Matt Foreman on how tax law actually works.
Erin Phan on bookkeeping and building a firm.
Josh and Shannon on tax, books, tech, and AI, with a well sourced correction every episode.
Screen share walkthroughs of real returns and Drake Tax prep, start to finish.
A searchable directory of U.S. accountants and tax pros, used by wealth advisors and firms looking for a specialist to refer to. You can apply to be listed if you practice in the U.S. and have a public business site. Applications are reviewed by hand.
Deep dives into thorny tax topics.
Tax and firm insights from Josh Youngblood.
Notes on running a tax firm.
Practitioner newsletters from Wooten CPA.
Plain-English tax news from tax attorney Kelly Phillips Erb.
A paid apprenticeship that pairs prep for all three EA exam parts with practice returns, bookkeeping and QBO work, live weekly sessions, and mentorship. Built for career changers and newer preparers entering the profession.
Free and low-cost CPE webinars.
Earn CPE by listening to accounting podcasts.
Insightful Accountant's paid membership for ProAdvisors and accountants. Live and archived CPE webinars, nine training tracks on tech stack, apps, tax practice, marketing, and HR, plus downloadable resources.
My project: realistic practice tax returns with source documents and answer keys. Learn tax prep by doing. Free to start.
In-depth tax news and analysis.
A free Excel-based Form 1040 (Excel1040.com).
A fast, free reader for the Internal Revenue Code.
My own set of free single-purpose tax tools, here on this site.
Scholarships and grants for EAs and students.
Scholarships from the Maryland Society.
Hand-picked podcasts, videos, and posts on things like scheduling tax returns and starting a tax firm.
Send it over and I'll take a look. Communities, podcasts, associations, newsletters, CE, tools, anything useful to tax and accounting pros.