In this episode, host Brandy Spears sits down with Terry Lemons, former Chief of Communications and Liaison at the IRS, to explore what really happens behind the scenes at one of the most complex federal agencies in the U.S. For more than 25 years, Terry helped shape how the IRS communicated with the public, Congress, and the tax professional community—serving under six commissioners and leading the agency’s response to major legislative changes.
From launching the Dirty Dozen tax scams to modernizing digital outreach, Terry has seen it all. Now, he offers his insight into what’s ahead for the IRS, how budget cuts and workforce reductions could impact the 2026 tax season, and why enrolled agents are more vital than ever in combating misinformation, shaping policy, and advocating for taxpayers.
Why Listen
Go behind the curtain of IRS communications, staffing, and legislative rollout
Learn how misinformation and AI are shaping the agency’s biggest risks
Understand why the IRS budget directly affects tax pros and client service
Hear how EAs can build trust and influence policy at both local and national levels
Get tips on advocacy, visibility, and what to watch for ahead of 2026
In This Episode
[00:00:00] Terry’s journey from journalist to IRS leadership
[00:04:00] Building trust in an age of AI and information overload
[00:07:00] Storytelling, scams, and the power of public communication
[00:12:00] Budget cuts, burnout, and the fragility of implementation
[00:15:00] Red flags for the 2026 filing season and the EA’s frontline role
[00:20:00] Talking to Congress: Why EAs must speak up locally
[00:24:00] Modernization, visibility, and two-way communication with the IRS
[00:27:00] What Terry would put at the top of today’s Dirty Dozen list
Notable Quotes
“Crisis creates opportunity—and enrolled agents are uniquely positioned to lead through both.” – Terry Lemons
“You can’t run the tax system without enrolled agents. Period.” – Terry Lemons
“Congress gives big legislation to the IRS because they know we deliver—quietly, under pressure, and with limited resources.” – Terry Lemons
“EAs don’t need to wait for May fly-ins to speak up. Talk to your local reps now.” – Terry Lemons
Our Guest
Terry Lemons is a communications strategist and former Chief of Communications and Liaison at the IRS, where he served for over 26 years. He oversaw the IRS’s public affairs, crisis communications, and congressional relations, advising six IRS commissioners along the way. Terry was the mastermind behind high-profile initiatives like the Dirty Dozen tax scam list and played a pivotal role in modernizing the IRS’s social media presence.
Before joining the IRS, Terry was an award-winning journalist, covering the White House and Congress for the Arkansas Democrat-Gazette during the 1990s. He has since used his expertise to help the IRS navigate some of the most complex communications challenges, including tax-related identity theft, the introduction of major tax reforms, and ongoing public outreach efforts.
Terry’s career is a testament to his ability to simplify complex subjects, build public trust, and guide key players through some of the toughest times in government communications.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Terry Lemons
In this episode, host Brandy Spears is joined by Jeremy Wells, an Enrolled Agent, Certified Public Accountant, and the newly appointed Editor-in-Chief of the EA Journal. Jeremy shares his journey from teaching political science to becoming a tax professional and how his unique path has shaped his approach to tax law, client service, and leadership in the profession.
Jeremy talks about his decision to pursue the EA credential first, his transition to becoming a CPA, and why mentoring has been key to his growth. He also shares his experience as the new editor of the EA Journal, his vision for the journal, and how he plans to elevate the voices of EAs across the profession.
Why Listen
Hear how Jeremy navigated his transition from academia to tax
Learn why starting with the EA credential can be a game-changer
Discover how mentorship and networking played pivotal roles in his career
Get an insider’s look at the future of the EA Journal under Jeremy’s leadership
Understand how cross-platform content creation is shaping the future of tax practice
In This Episode:
[00:00:00] From Political Science to Tax — Jeremy’s unexpected career shift
[00:06:00] How mentoring shaped Jeremy’s path to the EA credential
[00:12:00] The value of starting with the EA before pursuing the CPA
[00:14:00] How Jeremy uses mentorship and networking to enhance client service
[00:20:00] Becoming the Editor-in-Chief of the EA Journal
[00:24:00] The importance of authentic content creation for tax professionals
[00:30:00] Vision for the EA Journal: Elevating EAs and supporting new talent
[00:34:00] The next generation of EAs and why they need a different approach
[00:40:00] Advice for new tax professionals: Don’t wait to start, just dive in
Notable Quotes
“The best thing I did was start with the EA credential. It gave me the power to help clients right away.” – Jeremy Wells
“Mentorship is key — I wouldn’t have been able to make this leap without the right guidance.” – Jeremy Wells
“We need to help new tax professionals find their voice, not just in tax law but in shaping their own businesses.” – Jeremy Wells
“As the Editor-in-Chief, my goal is to give EAs the platform they deserve — and help them lead the conversation.” – Jeremy Wells
Our Guest
Jeremy Wells is an Enrolled Agent (EA), Certified Public Accountant (CPA), and the newly appointed Editor-in-Chief of the EA Journal. He is the COO and Head of Tax at Steadfast Bookkeeping and the founder of J. Wells Tax, a platform that provides educational content for tax professionals. Jeremy earned his EA credential in 2018 and his CPA license in 2022, building his career by focusing on tax services for freelancers, small business owners, and individuals.
A passionate mentor and advocate for innovation in the tax profession, Jeremy works to bridge the gap between traditional practices and modern approaches to tax law and business operations. He is an active member of several tax organizations, including NAEA and AICPA, and uses his position to raise awareness for the profession and foster education in the field.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Jeremey Wells
Feeling overwhelmed, underpaid, or stuck in a model that doesn’t serve you or your clients? In this episode, host Brandy Spears sits down with Colin Dunn, Chartered Accountant and Co-Founder of Renew Group, to talk about redesigning tax and accounting firms for clarity, profitability, and sanity.
Colin shares what it means to truly “design a firm that works for you,” how to rethink your client mix, pricing, and service model — and why so many professionals operate by default instead of by design. You’ll also hear his take on burnout, boundaries, transformation through community, and why a firm built on value can actually free up your time.
If you’ve ever thought “there has to be a better way,” this conversation will show you that there is — and how to take the first step toward it.
Why Listen
Learn how to reduce scope creep and fire the wrong clients
Hear how advisory pricing and packaging can shift your firm’s future
Understand the difference between running by default vs. design
Explore what modern professionals want — and how to attract them
Get tactical tips for time-blocking, pricing, positioning, and systems
In This Episode
[00:00:00] Colin’s career journey and the “accidental” launch of Renew Group
[00:06:00] The root issue most firms don’t see: broken business models
[00:13:00] Making your firm the #1 client (and why it matters)
[00:18:00] Pricing with confidence and creating value-led packages
[00:24:00] Community, accountability, and not reinventing the wheel
[00:30:00] Hiring advice: Would you work for you?
[00:36:00] Stop chasing tech and staff — fix your tier one issues
[00:43:00] 40-hour firms, abundant mindsets, and what comes next
Notable Quotes
“You can’t attract great team members if your firm isn’t something you’d want to work for.” – Colin Dunn
“Stop building the plane while flying it. Design your firm — don’t just let it happen.” – Colin Dunn
“Raise your prices. Fire the wrong clients. Rip off the Band-Aid.” – Colin Dunn
“Work should fuel your life — not replace it.” – Colin Dunn
Our Guest
Colin Dunn is a Chartered Accountant and Co-Founder of Renew Group, where he helps tax and accounting professionals transform their business models, client relationships, and profitability. With nearly 30 years of experience coaching firm owners and creating global communities, Colin focuses on helping practitioners move from overwhelm to clarity by designing firms that align with their lives — not run them. He’s a speaker, educator, and advocate for the “40-hour firm” mindset, where profitability, team satisfaction, and personal freedom can coexist.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Colin Dunn
In this episode, host Brandy Spears sits down with Nayo Carter-Gray, an Enrolled Agent and the founder of First Step Accounting, a fully virtual, eco-conscious accounting firm. Nayo, a proud tech enthusiast and educator, talks about how her journey from high school accounting class to becoming an advocate for diversity and inclusion in the profession has shaped her career and her practice.
Nayo shares her experience of becoming an EA, how technology has helped her design a virtual paperless firm, and why it’s crucial for tax professionals to embrace tech to improve both client service and work-life balance. She also discusses the importance of inclusivity in the profession, how she works to support underserved communities, and why advocating for the next generation of tax professionals is at the core of her mission.
Why Listen
Discover how technology can improve small business accounting and client service
Learn why paperless practices are more efficient and eco-friendly
Hear how Nayo bridges the gap for underrepresented communities in the profession
Get advice on pricing, client service, and work-life balance for modern accountants
Understand how embracing diversity and tech can shape the future of tax work
In this episode:
[00:00:00] Nayo’s accidental start in accounting and how it became a lifelong passion
[00:06:00] How Nayo transitioned from corporate to founding a virtual firm
[00:12:00] The power of tech: QuickBooks, cloud-based solutions, and a paperless practice
[00:16:00] How Nayo supports underserved communities with tax education
[00:22:00] The importance of embracing change in tax practices and pricing strategies
[00:28:00] How Nayo leads with education and fosters a community of growth
[00:34:00] Overcoming the challenge of balancing work, tech, and human connection
[00:40:00] Nayo’s leadership role in advocating for more inclusive, innovative tax practices
Notable Quotes
“You have to show up for yourself first — then you can show up for your clients and your community.” – Nayo Carter-Gray
“Technology is my love language, but it’s all about using it to serve people, not replace them.” – Nayo Carter-Gray
“I don’t just teach tax; I teach others how to own their value, take up space, and advocate for themselves.” – Nayo Carter-Gray
“Our work can’t just be about numbers. It’s about people, relationships, and making an impact.” – Nayo Carter-Gray
Our Guest
Nayo Carter-Gray is an Enrolled Agent and the founder of First Step Accounting, a fully virtual, paperless firm that helps small businesses across the U.S. with cloud-based accounting solutions. With over 25 years of tax and accounting experience, Nayo specializes in helping entrepreneurs simplify their financial processes using technology, ensuring efficiency and eco-friendliness.
Nayo is also a passionate advocate for inclusion in the accounting profession and currently serves as the immediate past chair of the NAEA’s Diversity, Equity, and Inclusion Committee. She has served on advisory boards for Intuit, FreshBooks, and Gusto. Named one of Hubdoc’s Top 50 Cloud Accountants (North America), Nayo is a QuickBooks Online Advanced Certified ProAdvisor who strives to make tax and accounting more accessible, modern, and impactful for underserved communities.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Nayo Carter Gray, EA
In this episode of The Enrolled Agent Advocate, host Brandy Spears sits down with David King, CEO of Optima Tax Relief, a leading tax relief firm. With over 12 years of experience in financial services, David shares how he built a client-first culture at Optima, focusing on customer service and creating a company where clients feel heard and supported through the tax resolution process.
David discusses his transition from the mortgage industry to tax relief, the leadership principles that shaped Optima’s growth, and how the “Client Comes First” approach is embedded into every aspect of their business. He also talks about how tax professionals can foster lasting relationships with their clients, and the future of customer service in the tax industry.
This episode is full of insights into leadership, customer service, and the importance of creating trust between clients and tax professionals. Whether you’re a tax pro working directly with clients or running your own firm, David’s approach to client relationships and leadership will resonate.
Why Listen:
Learn how to build a client-first culture in your tax practice
Discover the leadership principles that drive Optima Tax Relief
Hear how a focus on customer service can fuel growth in the tax relief industry
Get actionable advice on client retention, trust-building, and service excellence
In This Episode:
[00:00:00] Welcome to the Enrolled Agent Advocate
[00:01:10] Meet David King: From mortgage leadership to tax relief CEO
[00:02:50] The importance of customer service in financial services
[00:04:30] Transitioning from Secured Funding to Optima Tax Relief
[00:06:00] The power of a “Client Comes First” approach
[00:08:20] What makes Optima Tax Relief stand out in a crowded market
[00:11:00] How sales management practices in mortgage applied to tax relief
[00:13:00] Building trust: How to make clients feel heard and supported
[00:15:00] Developing leadership in your tax firm or company
[00:17:30] The future of customer service in the tax industry
[00:19:00] Advice for tax professionals looking to grow their practice
[00:21:15] What’s next for Optima Tax Relief and David’s vision for the company
[00:23:00] Final thoughts and takeaways on leadership and customer service
Notable Quotes
“The key to growth is making sure your clients always feel like they come first.” — David King
“In any service industry, if you’re not creating trust, you’re not creating clients for life.” — David King
“Building a client-first culture isn’t just about selling—it’s about long-term relationships.” — David King
“Customer service can be your strongest differentiator in a competitive market.” — David King
Our Guest
David King is the CEO of Optima Tax Relief, bringing over 12 years of experience in growing and leading financial services firms. With a focus on client-first principles, David played a pivotal role in shaping Optima’s success, establishing a culture of service excellence and client advocacy. Before joining Optima, David held a leadership position at Secured Funding, where he pioneered best practices in sales management in the mortgage industry. Today, David continues to lead Optima Tax Relief with a focus on innovation, customer care, and making tax relief accessible for individuals in need.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
David King
In this powerful episode, host Brandy Spears is joined by Ruben D. Valdes, EA, one of fewer than 250 non-attorneys admitted to practice before the United States Tax Court. From preparing returns in his mother’s office to becoming a nationally recognized instructor and advocate, Ruben shares how the EA credential helped him elevate his career — and expand taxpayer access to justice.
Ruben opens up about how he passed the U.S. Tax Court exam, the stories behind high-stakes audits, and why Spanish-speaking communities are disproportionately vulnerable when facing the IRS. He also shares hard truths about burnout in representation work, and why the tax profession needs more education, more empathy, and more EAs.
This episode is part inspiration, part instruction, and a call to action for enrolled agents to step into the full power of their credential.
Why Listen
Hear how Ruben transitioned from tax prep to full-time IRS representation
Learn how he passed the U.S. Tax Court exam as a non-attorney
Understand how language and education affect taxpayer rights and access
Discover how the EA credential opens doors to high-level advocacy
Get practical insights into tax controversy, client care, and boundaries
In This Episode:
[00:00:00] From family firm to federal tax court: Ruben’s story
[00:06:00] Choosing the EA path over law school
[00:08:00] What the U.S. Tax Court exam really takes
[00:14:00] Advocacy in action: when audits go too far
[00:22:00] The language gap: how Spanish-speaking taxpayers fall behind
[00:30:00] Why it’s time for more EAs to step up — and show up
Notable Quotes
“The enrolled agent credential gave me the power to protect taxpayers — and a purpose I didn’t expect.” – Ruben D. Valdes
“Most people invite me after the party. But if they brought me in earlier, they’d save thousands.” – Ruben D. Valdes
“Tax law is complicated in English. Now imagine reading it when English isn’t your first language.” – Ruben D. Valdes
“I don’t write the songs — I just sing them. Don’t blame your tax pro for the law.” – Ruben D. Valdes
Our Guest
Ruben D. Valdes, EA, USTCP is the founder of National Tax Problem Solutions, where he specializes in representing clients in IRS examinations, collections, and appeals. He is one of fewer than 250 non-attorneys in the U.S. admitted to practice before the United States Tax Court.
A nationally recognized tax instructor and author, Ruben has developed and taught both foundational and advanced courses in areas such as international tax, tax controversy, and strategic planning. His mission centers on educating both taxpayers and practitioners — particularly Spanish-speaking communities — about their rights and responsibilities under the tax law.
He authored Manejando Auditorías: Herramientas poderosas ante el IRS, the first Spanish-language book on handling IRS audits, and contributed to the EA Journal with his article “Tax Court Says: IRS Timely Responded, Your Offer is Not Deemed Accepted” (Dec. 2022). Ruben is a firm believer that high-level education leads to higher voluntary compliance and more equitable outcomes in tax administration.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Ruben D Valdes, EA, USTCP
In this episode, host Brandy Spears speaks with Timalyn Bowens, EA, founder of Bowens Tax Solutions and known by many as “America’s Favorite EA.” From long nights at Crowe Horwath to launching a nationally recognized tax resolution firm, Timalyn shares how a career rooted in empathy, advocacy, and education transformed both her life and the lives of her clients.
She opens up about a defining moment that shifted her mission — helping a stranger in tears over a small IRS bill — and how it pushed her to embrace the EA credential and stand in the gap for people afraid to face the IRS alone. Timalyn also discusses launching two podcasts, mentoring future tax pros, and how enrolled agents can lead with confidence and compassion.
This episode is a powerful reminder of what it means to be a true advocate. If you’re ready to lead with purpose, represent with pride, and serve from a place of impact — this one’s for you.
Why Listen
Discover how Timalyn built a mission-driven tax practice from scratch
Learn how enrolled agents can use empathy and education to lead
Hear how a single client encounter shaped a lifelong career of advocacy
Get inspired by her work mentoring new EAs through content and community
Understand how to walk fully in your EA authority — and why it matters
In This Episode:
[00:00:00] From Crowe Horwath to launching Bowens Tax Solutions
[00:06:00] The emotional moment that redefined her career
[00:12:00] Helping an expat client under IRS levy during COVID
[00:18:00] Taxpayer misconceptions and the power of representation
[00:26:00] Starting a podcast to support and educate new EAs
[00:33:00] Mentorship, outreach, and standing in EA authority
Notable Quotes:
“We literally can mess up someone’s life or fix it. That’s how serious this work is.” – Timalyn Bowens
“You can’t sell something you don’t believe you have. EAs need to walk in their authority.” – Timalyn Bowens
“The EA credential gave me permission to help the people who needed me the most.” – Timalyn Bowens
“It’s not just about solving tax problems — it’s about restoring peace.” – Timalyn Bowens
Our Guest
Timalyn S. Bowens, EA is the founder of Bowens Tax Solutions, where she represents individuals and small businesses before the IRS. She began her tax career in 2011, interned with top-10 firm Crowe Horwath, and launched her own practice in 2016. After becoming an enrolled agent, she shifted her focus fully to IRS representation in 2021.
Timalyn is an active member of the National Association of Enrolled Agents (NAEA), serving on both the Membership and Nominating Committees. She also serves on Bellarmine University’s Alumni Board, is a University Ambassador, and supports unhoused women in Louisville through the S.O.S. community outreach program.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Timalyn Bowens, EA
In this special legislative update episode, host Brandy Spears is joined by Megan Killian, CAE (Executive VP of NAEA) and Thad Inge (VP at Van Scoyoc Associates) for an in-depth breakdown of the recently passed, sweeping federal tax legislation — a complex but critical milestone that will impact practitioners and taxpayers alike.
Together, they unpack how the bill got passed, the most significant tax provisions extended or introduced, and the implications for representation, planning, and compliance. From the child tax credit and standard deduction to SALT cap revisions, TCJA extensions, and four brand-new deductions (tips, overtime, seniors, and auto loan interest), this conversation covers what you need to know — and what’s coming next.
If you’re an EA wondering how to support your clients through these upcoming changes — or how to get involved in shaping implementation — this episode offers insight and clarity straight from D.C.
Why Listen
Understand key provisions extended or made permanent under the latest bill
Learn about new deductions (tips, overtime, senior income, and auto interest)
Hear how the TCJA changes impact individual and business taxpayers
Explore the role EAs and NAEA can play in shaping federal tax guidance
Get insight into what's next on Congress’s tax and regulatory agenda
In This Episode:
[00:00:00] Setting the stage: how the bill passed under pressure
[00:04:00] What got extended from TCJA and why it matters
[00:06:00] The SALT cap compromise and what changed for high-tax states
[00:10:00] Individual and family updates: CTC, estate tax, and paid leave
[00:13:00] Breaking down the four new deductions (tips, OT, seniors, car loans)
[00:19:00] Business provisions: 199A, R&D expensing, depreciation, interest rules
[00:22:00] New Treasury & IRS leadership and guidance rollout timelines
[00:24:00] How EAs and NAEA can influence policy through feedback
[00:28:00] What Congress may do next — and what likely won’t be reversed
Notable Quotes
“This legislation doesn’t just live on paper — it shows up in the lives of clients and in the work you do every day.” – Megan Killian
“There’s a thousand pages in this bill, and we’re just scratching the surface.” – Thad Inge
“If EAs have good points to make, we can get those in front of Treasury. But we need that member feedback.” – Thad Inge
“Staying informed and engaged matters — this is where policy meets practice.” – Brandy Spears
Our Guests
Megan Killian, CAE is the Executive Vice President of the National Association of Enrolled Agents. With over 20 years of executive leadership experience in membership organizations, she brings deep expertise in strategic development, change management, and team building. Prior to joining NAEA, Meg led member relations at the Pennsylvania Institute of Certified Public Accountants and has been a strong advocate for diversity and inclusion in the profession.
Thad Inge is the Vice President at Van Scoyoc Associates (VSA), where he helps clients navigate legislative and regulatory issues, specializing in tax, small business, benefits, fintech, and payments. Before VSA, Thad led government relations at Paychex, Inc., and held roles at the U.S. Small Business Administration and U.S. Senate Committee on Small Business & Entrepreneurship. He holds a degree from Georgetown University and a law degree from the University of Miami School of Law.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Megan Killian
Thad Inge
What does it look like to build a meaningful career, serve your profession, and still know when to hand off the baton?
In this episode of The Enrolled Agent Advocate, host Brandy Spears speaks with Jennifer MacMillan, EA, a seasoned tax professional with over 30 years of experience in representation, education, and leadership. From building a client-first tax practice in California to serving as Chair of the IRSAC and now President of NAEA, Jennifer shares how she found her voice in advocacy—and why ethics, community, and continuous education are at the heart of everything she does.
Jennifer discusses selling her practice, navigating semi-retirement, and what she's focused on as NAEA prepares to support members through a shifting IRS landscape. Her story offers real talk for EAs at every stage—from newcomers building their niche to veterans ready to pass the torch.
Why You Should Listen
Learn how to design a practice with purpose and long-term value
Understand the power of niching and building a sale-ready business
Get insights into how the EA profession is evolving through advocacy
Find out what NAEA is doing to support members in a changing IRS environment
In This Episode:
[00:00:00] Meet Jennifer MacMillan: EA since 1994
[00:02:07] Discovering the EA credential by chance
[00:03:24] From $750K to $500: Her first OIC and what hooked her
[00:05:11] Building a practice that’s easy to sell
[00:06:41] Transitioning into semi-retirement and finding the right buyer
[00:08:04] The value of a strong professional network
[00:08:49] Making ethics engaging—and essential
[00:10:28] Her leadership impact at CSEA and IRSAC
[00:13:16] On becoming NAEA President-Elect
[00:14:00] Goals for her term and navigating IRS restructuring
[00:17:09] Embracing technology, CE, and advisory growth
[00:18:44] Raising awareness: Why every EA should speak up
[00:21:22] Engaging the next generation of EAs
[00:23:38] Strengthening IRS relationships
[00:25:34] Challenges ahead—and where the opportunities lie
[00:27:00] Advice for those just starting out
[00:28:25] How to connect with Jennifer + a shoutout to NTPI
Notable Quotes
“The key to life is recognizing opportunity when it shows up—and taking it.” — Jennifer MacMillan
“You get to decide who takes up your time. Build your business around that.” — Jennifer MacMillan
“Being an EA means you're the expert. But being a member of NAEA means you’re never alone.” — Jennifer MacMillan
“Ethics education doesn’t have to be boring. It can—and should—be fun and meaningful.” — Jennifer MacMillan
About Our Guest
Jennifer MacMillan, EA has been an Enrolled Agent since 1994, specializing in individual income tax preparation and representation. She ran a successful solo practice in Santa Barbara, California, before selling it in 2019 and transitioning to semi-retirement in Colorado. A Fellow of NTPI, Jennifer has taught extensively for NTPI, CSEA, and Spidell Publishing. She is a past President of CSEA, former Chair of IRSAC, and currently serves as President-Elect of NAEA for 2024–2025. Her career has been defined by service, leadership, and a passion for educating and empowering tax professionals.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Jennifer MacMillan
In this special edition, host Brandy Spears welcomes Scott Scarano, EA, an unconventional firm owner, rapper, and host of the popular podcast Accounting High. Scott blends deep entrepreneurial insight with artistic flair — sharing how his rocky start gave rise to a multimillion-dollar firm, how he learned to scale by getting out of the way, and why deep work and creativity matter now more than ever.
Scott talks openly about his early missteps in business, his decision to pursue the EA credential, and how cloud technology and soft skills helped him build Padgett Business Services in Raleigh from $90K to over $1.5M in revenue. Plus, he opens up about fatherhood, finding fulfilment in creativity, and how rapping about accounting helped him connect with the profession in new ways.
Whether you're leading a team, building a brand, or just looking to break the “boring accountant” mold, Scott brings refreshing, real talk to this conversation — with a few punchlines (and rhyme lines) along the way.
Why Listen
Learn how to scale a firm by letting go of control and building structure
Discover how creative expression can energize your work and your brand
Understand how soft skills and empathy drive client trust in representation
Explore how enrolled agents are reshaping the tax profession in unexpected ways
Get inspired to create a business that works — and plays — with purpose
In This Episode:
[00:00:00] From arrest record to respected EA and firm owner
[00:06:00] Merging creativity and tax: performer meets practitioner
[00:12:00] The EA credential, IRS rep work, and why he let it lapse
[00:18:00] How empathy, patience, and problem-solving define a great rep
[00:26:00] Family, Dr. Seuss rap videos, and building balance through fun
[00:30:00] Why he’s taking the EA stage at Tax Summit 2025
Notable Quotes:
“Business is business. People are people. Whether you're on the stoop or in the boardroom.” – Scott Scarano
“You want to please everyone, but if you never say no, you'll never protect your time.” – Scott Scarano
“What you learn from the streets, the classroom can’t teach. I built my firm on human connection.” – Scott Scarano
“Rapping about taxes? It just made sense. You’ve gotta speak on what you know.” – Scott Scarano
Our Guest
Scott Scarano, EA is the owner of Padgett Business Services Raleigh, where he scaled the firm from $90K to over $1.5M in revenue. Known for his bold creativity and deep industry insight, Scott is also the voice behind Accounting High, a podcast and YouTube channel for firm owners, and performs as “OKR” (OK Rapper), turning tax and accounting themes into smart, lyrical storytelling.
Scott believes in the power of learning through doing, managing through empathy, and finding joy in work and life. Outside the office, he's raising three kids, producing rap music with them, and reimagining what it means to be an EA in today’s world.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Scott Scarano
What happens when a tax pro stops chasing busy season and starts designing a business—and life—on her own terms?
In this episode of The Enrolled Agent Advocate, host Brandy Spears talks with Dr. Jackie Meyer, a forward-thinking CPA-turned-SaaS-founder who's changing how tax professionals price, hire, lead, and live. Jackie opens up about walking away from a successful CPA firm to launch TaxPlanIQ, a tech platform that empowers advisory-first firms to price based on value—not time sheets.
They unpack her proprietary ROI Method of Value Pricing™, how to attract and retain top talent in this shifting workforce, and why tackling burnout requires more than just time management. Jackie also shares a sneak peek into her upcoming book, The Balance Sheet of Life, which blends financial literacy with real-life fulfillment.
Whether you're a solo EA, a firm owner, or somewhere in between, this episode offers a fresh perspective on profitability, purpose, and people.
Why Listen
Learn how value-based pricing can transform your firm
Get real strategies for retaining top talent and fighting burnout
Hear what the AICPA Accelerator is teaching tax tech innovators
Discover how life balance and business strategy go hand in hand
In This Episode:
[00:00:00] Meet Dr. Jackie Meyer: Entrepreneur, educator, disruptor
[00:01:10] From CPA firm owner to tech founder
[00:03:22] What is the ROI Method of Value Pricing™?
[00:06:05] Burnout, boundaries, and building a better culture
[00:09:30] Using advisory services to increase client value (and firm profit)
[00:13:17] How TaxPlanIQ is rethinking advisory tools
[00:16:08] Talent trends: What firms need to change now
[00:19:42] Shifting from compliance to consulting
[00:22:50] What AI can (and can’t) do for tax pros
[00:25:35] Health, wealth, and the vision behind The Balance Sheet of Life
[00:28:12] What Jackie wishes more EAs, CPAs, and advisors understood
[00:30:00] Final thoughts: Where tax pros go from here
Notable Quotes:
“We need to move from trading hours for dollars to pricing based on results.” — Dr. Jackie Meyer
“Culture isn’t ping-pong tables. It’s whether your team feels heard and supported.” — Dr. Jackie Meyer
“Technology isn’t the threat—burnout is. We can’t innovate if we’re exhausted.” — Dr. Jackie Meyer
“Success isn’t just about what you earn, but how you feel while earning it.” — Dr. Jackie Meyer
Our Guest
Jackie Meyer is a nationally recognized CPA, entrepreneur, and thought leader in tax innovation. A multi-year 40 Under 40 honoree by CPA Practice Advisor, she founded and sold a successful CPA firm before launching TaxPlanIQ, a tax advisory platform selected for the 2023 AICPA Accelerator Cohort. She’s the creator of the ROI Method of Value Pricing™, a speaker to tens of thousands annually, and the upcoming author of The Balance Sheet of Life, a book bridging financial strategy with personal fulfillment. Her mission: Help people thrive in health, wealth, and relationships.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Jackie Meyer
ROI method of value pricing free workbook/calculator: taxplaniq.com/roi-method
How do you go from being a single mom in corporate America to leading multiple mission-driven businesses, reshaping an industry, and serving gelato to U.S. military graduates?
In this episode, The Enrolled Agent Advocate host Brandy Spears sits down with Anisha Bailey, an Enrolled Agent, entrepreneur, and all-around force for good. Anisha shares how she walked away from a Big Four tax job to build something bigger—something aligned with her values, her family, and her purpose.
They talk about discovering the EA credential before it was “cool,” building a tax firm during the Great Recession, and how her journey evolved into launching Taxley Academy, the CentsableCEO mentorship platform, and a family-run dairy-free gelato brand. Oh—and she’s also the brains behind the first registered apprenticeship program for Enrolled Agents in the country.
This conversation is part masterclass, part motivation, and a full-on blueprint for how to turn expertise into impact.
Why Listen
Learn how the EA credential shaped Anisha’s career beyond tax prep
Hear how she built a mission-driven firm from scratch
Discover how she’s training the next generation of enrolled agents
Get inspired by her take on advocacy, entrepreneurship, and family legacy
In This Episode:
[00:00:00] Meet Anisha Bailey: EA, entrepreneur, and advocate
[00:01:43] Discovering the EA path vs. CPA route
[00:04:07] Leaving Deloitte to launch a tax firm as a single mom
[00:06:15] Early challenges and finding clarity in tax resolution
[00:08:39] Passing the EA exam: Tips and mindset
[00:09:40] Using the EA as a brand differentiator
[00:10:39] Building Taxley and pivoting to education
[00:12:22] Creating what she wished existed: Taxley Academy
[00:15:31] Redefining the profession through CentsableCEO
[00:17:45] Why advocacy for EAs is personal and necessary
[00:18:48] The EA as a minimum standard for tax professionals
[00:20:25] Why fresh ideas and involvement in NAEA matter
[00:22:59] Launching SorBailee, a family-owned gelato business
[00:26:00] Case study: Applying tax strategy to a food startup
[00:34:00] Gelato for GIs: Giving back to service members
[00:35:43] Advice to new EAs: Do it right, not rushed
[00:38:00] Don't pigeonhole your EA credential—expand your possibilities
[00:41:00] Final insights: Serve with integrity, structure with purpose
Notable Quotes:
Your tax problem is just one piece of your whole life. We’re here to fix the full picture." — Anisha Bailey
"Being an EA let me specialize, lead, and advocate without apology." — Anisha Bailey
"You're going to have a hard time doing it right—don’t make it harder by cutting corners." — Anisha Bailey
"Create a business that works for your life, not just your bills." — Anisha Bailey
Our Guest
Anisha Bailey is an Enrolled Agent, nationally recognized entrepreneur, and CEO of The Maurice Chrishon Group. She holds degrees in Marketing, Accounting, and Executive Leadership, and in 2008 left a corporate tax career at Deloitte to launch a firm rooted in taxpayer advocacy. With nearly 20 years of experience, Anisha now leads impact-driven brands—CentsableCEO, Taxley, and SorBailee—focused on empowering entrepreneurs and tax professionals alike. She is the creator of the CentsableCEO mentorship program and continues to be a vocal advocate for EAs nationwide.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Anisha Bailey
In this episode of The Enrolled Agent Advocate, host Brandy Spears sits down with Jon Call, Enrolled Agent and founder of CLAW Tax Group. John shares his journey from a marketing professional to a respected EA and discusses the challenges he faced while defending his practice against the Minnesota Commerce Department. His battle against the state’s debt settlement classification of EAs led to significant legislative changes and a precedent for defending the rights of federally authorized tax practitioners.
Jon's story is not just about overcoming legal challenges but also about his commitment to advocacy for EAs nationwide. He sheds light on how the NAEA's support played a crucial role in his fight, and shares valuable insights for EAs dealing with state-level legal challenges.
Why Listen
Learn how one EA's battle changed state policy, impacting all tax practitioners.
Understand how federal preemption protects enrolled agents from state overreach.
Discover practical tips on handling unexpected state regulatory challenges.
Gain insight into the importance of advocacy within the EA community.
In This Episode:
[00:00:00] Welcome to The Enrolled Agent Advocate
[00:00:23] Meet Jon Call: From marketing to tax representation
[00:01:10] Jon’s journey to becoming an EA and advocate
[00:02:06] How marketing skills shaped his tax career
[00:06:08] Founding Claw Tax Group: Overcoming early challenges
[00:07:58] Earning NTPI Fellow: Building expertise in representation
[00:10:20] The Minnesota ordeal: Debt settlement conflict
[00:13:42] Facing state vs. federal regulation conflicts
[00:16:14] Navigating the legal battle: Federal supremacy clause
[00:18:21] NAEA support: Legal and emotional impact
[00:21:43] Legislative wins: Exempting EAs from debt settlement rules
[00:24:56] Testifying before the Minnesota Tax Committee
[00:28:17] Advice for EAs on maintaining balance during crises
[00:32:30] Jon’s vision for the EA profession moving forward
[00:37:10] Final thoughts: Staying resilient and advocating for change
Notable Quotes:
"If we want people to comply, we need to make it easy for people to comply." — Jon Call
"Circular 230 is federal authority—states can't override it." — Jon Call
"I couldn't just stand by and let the state define our profession in a way that undermines what we do." — Jon Call
"Advocacy means standing up, even when the odds are against you." — John Call
"With the support of NAEA, I knew I wasn’t fighting alone." — Jon Call
Our Guest
Jon Call is the founder of CLAW Tax Group, a Minnesota-based firm focused on representing taxpayers in disputes with the IRS and state tax authorities. After a career pivot inspired by a desire to help people navigate overwhelming tax problems, Jon became an Enrolled Agent in 2012 and earned his NTPI Fellow designation in 2018. Known for resolving complex IRS collection and exam issues, he also advocates for taxpayer rights and contributes to national policy reform as part of the Government Relations Committee of the National Association of Enrolled Agents (NAEA). When not working, Jon enjoys playing pickleball with his wife and coaching his sons' baseball teams.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Jon Call, EA
In this episode of The Enrolled Agent Advocate, host Brandy Spears (NAEA) speaks with Tynisa Gaines, EA, a project manager at TokenTax, and an influential thought leader in the world of cryptocurrency taxation. Tynisa shares her fascinating journey from military spouse to becoming an Enrolled Agent (EA), expanding into the emerging field of crypto tax reporting, and offering valuable insights on how tax professionals can adapt to the changing tax landscape. Ty also discusses her work as Editor-in-Chief of the EA Journal, where she curates the latest trends in tax law and practice management, and her passion for educating other professionals in the industry.
Whether you're a tax professional looking to specialize in crypto tax or just curious about the latest developments in tax law and EA education, this episode is packed with useful information you won’t want to miss.
Why Listen
Learn how Tynisa Gaines transitioned from traditional tax preparation to become a thought leader in cryptocurrency tax.
Gain insights on how emerging technologies like crypto are influencing tax preparation and reporting.
Discover the role of Enrolled Agents (EAs) in the modern tax landscape, especially in niche areas like digital asset taxation.
Get valuable tips on navigating the complexities of tax law updates, including changes in digital assets and tax reporting.
In This Episode
[00:00:00] Welcome and Introduction
[00:02:39] Tynisa’s Tax Journey: From Military Spouse to Enrolled Agent
[00:05:00] The Shift to Crypto Taxation: A New Niche in the Tax World
[00:09:00] The Evolution of Crypto Tax Reporting
[00:12:00] Behind the EA Journal: Expanding Thought Leadership in Tax
[00:15:00] The Role of Education: Teaching Tax, Crypto, and More
[00:18:00] Overcoming Challenges: Finding Diversity and New Voices in Tax
[00:22:00] Future Trends: What to Expect in Tax and Crypto in 2025
[00:25:00] Tynisa’s Advice for Aspiring Tax Educators and Thought Leaders
[00:30:00] Closing Thoughts and Takeaways
Notable Quotes
“I want people to understand that you don’t have to turn away crypto clients if you understand the basics.” — Tynisa Gaines
“The journal is a great platform for tax professionals to showcase their expertise and get published.” — Tynisa Gaines
“Do not rely on AI to do your research. Perfect your craft and be the expert in your field.” — Tynisa Gaines
“You cannot spell great without EA!” — Brandy Spears
Our Guest
Tynisa Gaines, EA, known as Ty, is a project manager and expert writer at TokenTax with more than 20 years of experience as a tax professional. She has worked in various settings, including retail offices and private EA/CPA firms. Licensed in both tax preparation and audit representation, Ty has been quoted and published in well-known publications such as Reuters, The Hill, and Accounting Today. She has also written two tax e-books and a scholarly article on cryptocurrency taxation in the National Income Tax Book.
Ty is currently the Editor-in-Chief of the EA Journal and has taught tax courses for EAs, CPAs, and at institutions like Northern Virginia Community College and the Virginia Tech Income Tax School. Her expertise has been featured in interviews with MarketWatch, and she has made appearances on Barron’s Live and The Newscast with Wolf Blitzer.
Ty holds a B.S. in Industrial Psychology from the University of Illinois and an MPA in Public Personnel Management from Troy University.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Tynisa Gaines, EA
In this episode of The Enrolled Agent Advocate, host Brandy Spears (NAEA) engages in a compelling discussion with Megan Killian, Executive Vice President of the National Association of Enrolled Agents (NAEA), and Thad Inge, Vice President at Van Scoyoc Associates (VSA). Together, they delve into the intricacies of tax policy, the role of Enrolled Agents in advocacy, and the collaborative efforts shaping tax legislation in Washington, D.C.
Why Listen
Gain insights into the intersection of tax policy and real-world advocacy.
Learn how Enrolled Agents play a key role in influencing legislation that impacts tax professionals and their clients.
Understand the importance of strategic collaboration between NAEA and policy experts like Van Scoyoc Associates.
Stay informed about the latest challenges and opportunities in tax reform and how they may affect the profession.
In this Episode:
[00:00:00] Welcome and Introduction
[00:02:15] Megan Killian's Journey to NAEA
[00:05:30] Thad Inge's Role at Van Scoyoc Associates
[00:08:45] The Intersection of Tax Policy and Advocacy
[00:12:00] Challenges and Opportunities in Tax Legislation
[00:15:30] The Importance of Enrolled Agents in Policy Discussions
[00:18:00] Collaborative Initiatives Between NAEA and VSA
[00:21:30] Looking Ahead: Future of Tax Policy and EA Involvement
[00:25:00] Closing Thoughts and Call to Action
Notable Quotes
“Our mission is to inform, empower, and connect tax professionals.” — Megan Killian
“Enrolled Agents are at the forefront of tax advocacy, bridging the gap between policy and practice.” — Thad Inge
“Collaboration between organizations like NAEA and VSA is crucial for effective tax reform.” — Brandy Spears
Our Guests
Megan Killian, CAE is the Executive Vice President of the National Association of Enrolled Agents. With over 20 years of executive leadership experience in membership organizations, she brings deep expertise in strategic development, change management, and team building. Prior to joining NAEA, Meg led member relations at the Pennsylvania Institute of Certified Public Accountants and has been a strong advocate for diversity and inclusion in the profession.
Thad Inge is the Vice President at Van Scoyoc Associates (VSA), where he helps clients navigate legislative and regulatory issues, specializing in tax, small business, benefits, fintech, and payments. Before VSA, Thad led government relations at Paychex, Inc., and held roles at the U.S. Small Business Administration and U.S. Senate Committee on Small Business & Entrepreneurship. He holds a degree from Georgetown University and a law degree from the University of Miami School of Law.
Resource & Links
The Enrolled Agent Advocate Podcast
Brandy Spears
Megan Killian
Thad Inge
In the inaugural episode of The Enrolled Agent Advocate, host Brandy Spears (NAEA) welcomes tax attorney and Forbes contributor Kelly Phillips Erb, known widely as Tax Girl. They explore Kelly’s journey from tax blogger to national voice for taxpayer rights—and dive into her recent experience in remote Alaskan villages, where she joined a team providing free tax services to communities with no internet, no mail, and no real IRS access.
Together, they discuss the importance of programs like VITA and LITC, the struggles of taxpayers who want to comply but are cut off from the system, and how tax professionals can be part of the solution.
Why Listen
Hear firsthand what tax outreach looks like in the most underserved areas of the U.S.
Learn how voluntary compliance depends on access and trust
Understand the impact of IRS mail backlogs and broken systems
Get inspired to support or volunteer for tax assistance programs
In This Episode:
[00:00:00] Welcome to The Enrolled Agent Advocate
[00:00:30] Meet Kelly Phillips Erb: Tax Girl origin story
[00:02:00] From tax blogging to Forbes contributor
[00:03:40] Making tax law accessible to everyday readers
[00:06:17] Flying into the Alaskan wilderness to help taxpayers
[00:09:45] What it’s like serving clients off the grid
[00:14:50] Explaining taxes to people with no internet or roads
[00:19:53] “They want to comply”: The determination of taxpayers
[00:20:44] When filing is nearly impossible
[00:22:43] Why VITA and LITC matter more than ever
[00:24:52] Volunteering for free tax assistance
[00:27:21] Tax changes ahead: What pros should watch
[00:30:51] The IRS mail backlog and its real-life fallout
[00:34:09] Final thoughts, fun facts, and closing
Notable Quotes
Scared taxpayers are immobile taxpayers. They don’t do what they need to get help." — Kelly
"If we want people to comply, we need to make it easy for people to comply." — Kelly
"We explained how they could file, qualify for refunds, and meet their obligations." — Kelly
"Blame Congress. It drives me crazy how many taxpayers blame IRS or tax pros." — Kelly
Our Guest
Kelly Phillips Erb is a tax attorney and educator who makes complex tax issues understandable. With a JD and LLM in Tax from Temple University, she writes for Forbes, appears on CNN and NPR, and advocates for taxpayer rights. Known online as Tax Girl, she specializes in tax controversy, international tax, estate planning, and compliance.
Resources and Links
The Enrolled Agent Advocate
Brandy Spears
Kelly Phillips Erb
The Enrolled Agent Advocate is the go-to podcast for EAs and tax professionals looking to stay ahead in the ever-evolving tax industry. Each episode brings you into conversations with experienced EAs and trusted voices in the tax space, offering an inside look at what’s happening in the field, how practitioners are navigating challenges, and where the profession is headed. Stay informed, inspired, and ahead with The Enrolled Agent Advocate.
