Episodes

  • From Tax Firm to Tech Founder: Redefining ROI with Jackie Meyer
    Jul 7 2025
    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 ListenLearn how value-based pricing can transform your firmGet real strategies for retaining top talent and fighting burnoutHear what the AICPA Accelerator is teaching tax tech innovatorsDiscover how life balance and business strategy go hand in handIn 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 hereNotable 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 MeyerOur GuestJackie 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 & LinksThe Enrolled Agent Advocate PodcastThe Enrolled Agent AdvocateBrandy SpearsLinkedInWebsite - NAEA.orgJackie MeyerLinkedInWebsite - TaxPlanIQSign up for a demo and use Code "NAEA10" to receive 10% off any plan at ⁠TaxPlanIQ.com⁠. ROI method of value pricing free workbook/calculator: ⁠taxplaniq.com/roi-method⁠
    Show more Show less
    29 mins
  • From Deloitte to Dairy-Free: Building Tax + Gelato Empires with Anisha Bailey
    Jun 23 2025

    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

    • The Enrolled Agent Advocate

    Brandy Spears

    • LinkedIn

    • Website - NAEA.org

    Anisha Bailey

    • LinkedIn

    • Website - The Maurice Chrishon Group

    • Website - Sorbailee

    Show more Show less
    45 mins
  • Fighting State Overreach: Protecting EA Rights with Jon Call, EA
    Jun 9 2025
    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 ListenLearn 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 changeNotable 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 CallOur GuestJon 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 & LinksThe Enrolled Agent Advocate PodcastThe Enrolled Agent AdvocateBrandy SpearsLinkedInWebsite - NAEA.orgNAEA - Catch -22 ArticleJon Call, EATaxCureWebsite - CLAW Tax Group
    Show more Show less
    49 mins
  • Digital Assets, Crypto Tax, and EAs: Insights with Tynisa Gaines
    May 26 2025

    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

    • The Enrolled Agent Advocate

    Brandy Spears

    • LinkedIn

    • Website - NAEA.org

    Tynisa Gaines, EA

    • LinkedIn

    • Website - TokenTax

    • Website - EA Journal

    Show more Show less
    55 mins
  • The Pulse on the Hill with Thad Inge and Meg Killian
    May 12 2025

    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

    • The Enrolled Agent Advocate

    Brandy Spears

    • LinkedIn

    Megan Killian

    • LinkedIn

    Thad Inge

    • LinkedIn

    Show more Show less
    41 mins
  • Tax Girl Kelly Phillips Erb in Alaska: Serving the Most Remote Taxpayers in America
    Apr 28 2025

    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

    • The Enrolled Agent Advocate

    Brandy Spears

    • LinkedIn

    Kelly Phillips Erb

    • Website

    • LinkedIn

    • Instagram

    Show more Show less
    39 mins
  • The Enrolled Agent Advocate Trailer
    Feb 27 2025

    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.

    Show more Show less
    2 mins