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.

Communities

Where tax & accounting pros gather

Peak Freedom

Geraldine Carter's community for solo and small firm accountants who want to work less and price better.

Workflows for Tax Pros

A community and program for tax pros automating their practice with TaxDome workflows.

The Loft by Karbon

A free online community for accountants and bookkeepers, hosted by Karbon.

Aligned Accountants New

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.

The Designated Motivator

Dawn Brolin's community for accounting pros who lead with energy and intention.

Tax Firm Accelerator

Brad Wooten's membership community for tax firm owners.

Counter Community

Logan Graf's community for modern accounting firm owners.

Realize Community

Jason Staats's community for accounting professionals.

Incite Tax Community

A community for digging into technical tax.

Bookkeeper Launch

Training and community for new and aspiring bookkeepers.

Basecamp for Bookkeepers

A Skool community for bookkeepers building their practice.

Nonprofit Krewe

A community centered on nonprofit accounting.

The Collaboration Room

Firm owners trading playbooks on practice management, tech, and growth.

SuperFastCPA Study Chat

A study community for CPA exam candidates.

Podcasts

Listens for the profession

Jason on Firms

On building and running a modern accounting firm.

Next Level Accountant

Leveling up your accounting career and practice.

Tax in Action

Jeremy Wells works through real tax scenarios in depth.

Accounting Twins

Two voices on accounting and firm life.

Big 4 Transparency

Candid talk about careers in accounting.

Accounting Voices

Interviews from across the profession.

Working Late

Conversations for accounting professionals.

How Tax Works

Matt Foreman on how tax law actually works.

Keeping up with Upkeeping

Erin Phan on bookkeeping and building a firm.

Associations · National

Professional bodies worth joining

NAEA

National Association of Enrolled Agents.

NATP

National Association of Tax Professionals.

AICPA

The professional association for CPAs.

NSTP

National Society of Tax Professionals.

Associations · Maryland

Closer to home

MSATP

Maryland Society of Accounting & Tax Professionals.

MACPA

Maryland Association of CPAs.

Newsletters

Reads that land in your inbox

Tom Talks Taxes

Deep dives into thorny tax topics.

Josh Youngblood

Tax and firm insights from Josh Youngblood.

Matt's Tax Firm Insights

Notes on running a tax firm.

Brad Wooten's Newsletters

Practitioner newsletters from Wooten CPA.

Continuing education

Keep your credits current

CPA Academy

Free and low-cost CPE webinars.

Earmark

Earn CPE by listening to accounting podcasts.

Tax news & tools

Stay sharp

Practice Returns

My project: realistic practice tax returns with source documents and answer keys. Learn tax prep by doing. Free to start.

Tax Notes

In-depth tax news and analysis.

Federal Income Tax Spreadsheet

A free Excel-based Form 1040 (Excel1040.com).

Scholarships

Help with the cost of getting here

NAEA Education Foundation

Scholarships and grants for EAs and students.

MSATP Scholarship Foundation

Scholarships from the Maryland Society.

Topics

Deep dives on specific topics

Hand-picked podcasts, videos, and posts on things like scheduling tax returns and starting a tax firm.

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Suggest a resource

Know a resource that belongs here?

Send it over and I'll take a look. Communities, podcasts, associations, newsletters, CE, tools, anything useful to tax and accounting pros.