In this episode, Jeremy Wells, an Enrolled Agent and CPA, shares his journey from a small town in Kentucky to becoming a successful tax professional and firm owner. He discusses his early life, education, and the transition from academia to accounting. Jeremy highlights the challenges he faced while starting his tax firm and emphasizes the importance of networking and building client relationships. He also talks about the evolution of his firm, his passion for podcasting, and the significance of sharing knowledge within the tax community.

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Connect with Jeremy!

🌐https://www.jwells.tax/

🌐https://www.steadfastbookkeeping.com/

🐦X: https://x.com/JWellsTax

💼LinkedIn: https://www.linkedin.com/in/jwellstax

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🤝Connect with Yehuda:

🐦X: https://x.com/Y10Tax

💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/

✉️Want to join the show? Send me an email @ thepeoplebehindthebooks@gmail.com

http://thepeoplebehindthebooks.com/

🧾Need help with your taxes? https://www.y10tax.com/

Chapters

00:00 Introduction to the Journey

01:36 Early Life and Education

10:04 Transitioning to Accounting

17:32 Establishing a Tax Firm

22:57 Becoming an EA and CPA

27:09 The Importance of Networking and Community

29:11 The Role of Personal Connections in Accounting

38:42 The Journey to Partnership and Firm Merger

43:55 Building a Cohesive Team and Firm Culture

52:09 The Future of the Tax Profession and Opportunities