In this conversation, Dr. Jackie Meyer, CPA interviews Brandon Adjei, a CPA with a rich background in accounting and tax planning. They discuss Brandon's journey from working at major firms to establishing his own practice, the challenges faced by international clients, and the importance of IRS resolution work. Brandon shares his experiences during Hurricane Harvey, where he provided pro bono services, and emphasizes the significance of networking and involvement with organizations like AICPA. They also delve into the benefits of using TaxPlan IQ for tax planning and the necessity for accountants to adapt and grow in a changing environment.
🔗 Connect with Brandon Adjei
https://www.linkedin.com/in/brandon-adjei-79522717/
https://cpa-asap.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners.
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
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Takeaways:
- Brandon's journey in accounting began with a focus on understanding the language of business.
- Networking and building relationships are crucial for success in the accounting profession.
- Pro bono work can lead to unexpected opportunities and growth in one's practice.
- IRS resolution work can be a valuable service that adds revenue streams for accountants.
- Tax planning is essential for building wealth and meeting financial obligations.
- Accountants should not shy away from expanding their services beyond tax compliance.
- The importance of being adaptable and prepared for changes in the industry.
- Self-improvement and finding one's 'why' are key to professional growth.
- Utilizing technology like TaxPlan IQ can enhance service offerings and client satisfaction.
- Accountants need to embrace change and continuously seek new opportunities.
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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #IRSResolution #ProBonoWork #AICPA #TaxPlanIQ, #InternationalClients #Networking #Entrepreneurship #FinancialAdvice
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