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Oct 26, 2022

On this week’s episode, Roger talks with tax preparation and planning expert Randy Crabtree on the differences between tax preparation and tax planning, how accountants can start charging more by helping their clients save on their taxes. The difference between a credit and a tax deduction.

They also talk about staffing; how you can now only draw in but retain your employees, , niching and how to develop your own niche, mental health issues among other topics.

Your Host: Roger Knecht, president of Universal Accounting Center

Guest Name: Randy Crabtree

Randy Crabtree is the host of his own podcast, ‘The Unique CPA’. It is ranked as one of the top 5% most popular shows in the podcast spectrum. 

He is also the Co-founder and partner of Tri-merit Specialty Tax Professionals. He’s is an author, lecturer and the president of a 501C3 stroke survivors empowering each other organization and part owner of an award-winning craft beer and bottle shop in Chicago. 

In December 2021, he was listed as one to watch in the section of Accounting Today, and is among the 100 most influential people in accounting. In may he was appointed into its tax counsel for a third-year term.


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