Deep dives by topic.

Hand-picked podcasts, videos, and posts on specific tax-firm topics. Carried over from the podcast resources page and kept here for quick reference.

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Topic

Scheduling tax returns

Jason on Firms #229

Podcast · scheduling series.

Jason on Firms #230

Podcast · scheduling series.

Jason on Firms #231

Podcast · scheduling series.

Jason on Firms #232

Podcast · scheduling series.

Jason on Firms #233

Podcast · scheduling series (+ full playlist).

Logan Graf

Video · his take on scheduling the season.

Tax-season scheduling

LinkedIn discussion (Katie Helle).

SchedulEase

Software for scheduling tax-return work.

Topic

Starting a tax firm

Starting a tax firm

LinkedIn post with guidance (Yehuda Tenenbaum).

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