Episode 244
FACULTY: Matthew Cordes, EA and Adam Markowitz, EA
CLASS: #AccountingHigh
In this episode of Accounting High, Scott Scarano, EA invites the EA team for a discussion about the importance and impact of Enrolled Agents (EAs) in the tax and accounting world. Joined by EAs Adam Markowitz and Matthew Cordes, the conversation dives into their journeys, experiences, and the misconceptions surrounding EAs. The episode also features the premiere of a new OKR track “Smells Like EA’s”.
📣 Shout Outs: Sabrina Parris, Nancy McClellan, Jason Staats, Andrea McDonald, Jeremy Wells, Steadfast Bookkeeping, Luminary Tax Advisors, Florida Institute for Community Inclusion, Esteamed Coffee, Biddy and Bo’s, #TaxTwitter
⬇️Videos Referenced⬇️
066 Licensed to Tax (feat. Adam Markowitz, EA)
(<a href="https://youtu.be/QKDvKqGKM5Q" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/QKDvKqGKM5Q</a>)
AH Debates - CPA vs EA  "The Battle of the Brands"
(<a href="https://youtu.be/HomCak8tPa8" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/HomCak8tPa8</a>)
Tax Accountants' Anthem (an OK.Remix of Ruff Ryders' Anthem by DMX)
(<a href="https://youtu.be/K6YfYMk0DyU" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/K6YfYMk0DyU</a>)
Scaling a Million Dollar Accounting Practice | Andrea MacDonald, CPA
(<a href="https://youtu.be/pOQrJyQWce8" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/pOQrJyQWce8</a>)
Chapters:
00:00 Teaser
01:09 Meet the EA Team
02:26 The Journey to Becoming an EA
03:17 Understanding the EA Credential
04:23 Personal Stories and Experiences
06:53 Challenges and Rewards of Being an EA
11:22 Representation and Advocacy
16:10 Dealing with the IRS
21:13 Challenges with IRS Form Submissions
21:41 Understanding IRS Service Centers
22:25 Issues with S Corp Elections
24:39 Experiences with S Corps During COVID
27:50 Intermission: "Smells Like EAs" Premiere
32:32 Transitioning to a New Practice
39:15 Innovative Firm Strategies
40:31 Neurodivergent Career Program
48:48 Conclusion and Final Thoughts
🔗 Connect With Us On Linkedin! 🔗
Matthew Cordes, EA
📎<a href="https://www.linkedin.com/in/matthew-cordes/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/matthew-cordes/</a>
📎<a href="https://www.linkedin.com/company/steadfast-bookkeeping-co/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/steadfast-bookkeeping-co/</a>
Adam Markowitz, EA
📎<a href="https://www.linkedin.com/in/adam-markowitz-ea-cslp-91b91b65/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/adam-markowitz-ea-cslp-91b91b65/</a>
📎<a href="https://www.luminarytaxadvisors.com" rel="ugc noopener noreferrer" target="_blank"> https://www.luminarytaxadvisors.com</a>
Scotty OKR Scarano
📎<a href="https://www.linkedin.com/in/scottscarano/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/scottscarano/</a>
Accounting High
📎<a href="https://www.linkedin.com/company/accounting-high/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/accounting-high/</a>
📎<a href="https://www.accountinghigh.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.accountinghigh.com/</a>
Tags: Accounting High, Accounting, Podcast, Coaching, Accounting Tips, How To Run An Accounting Practice, Accounting Industry, Accounting Practice, EA, Enrolled Agent, IRS, Taxes, Tax Accountant, CPA, Accounting Community, Tax Twitter

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244 Smells Like Enrolled Agents (feat. Matthew Cordes, EA, Adam Markowitz, EA, & Scott Scarano, EA)

Accounting High

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