The Taxverse Podcast Experience
The Taxverse Podcast Experience is an industry-focused podcast spotlighting the people and companies shaping the future of tax.
Hosted by the CrossLink team, each episode features conversations with tax professionals and industry leaders who are driving innovation, improving workflows, and building stronger tax businesses.
From real-world success stories and operational insights to emerging trends and modern technology, The Taxverse Podcast Experience delivers practical takeaways and forward-thinking ideas - straight from those doing the work across the tax ecosystem.
This podcast is for informational and entertainment purposes only and does not constitute tax, legal, or other professional advice. Tax laws and regulations are subject to change, and listeners should independently verify any information disclosed. Any views or opinions expressed by guests are their own and may not reflect the views of CrossLink or its affiliates. Nothing in this episode creates a professional or client relationship with CrossLink or any guest. The complete CrossLink Podcast Notice and Disclaimer is available at crosslinktax.com/podcast.
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Episodes
Friday Apr 07, 2023
Friday Apr 07, 2023
In this episode of the podcast, Zac will dive deep into the world of tax scams and frauds. Tax season is already a stressful time for most people, but unfortunately, it's also a prime time for scammers to try to take advantage of taxpayers. We'll be exposing some of the latest and most common scams to help you stay informed and protected.
From fake IRS phone calls to phishing emails, we'll discuss how these scams work and what you can do to avoid becoming a victim. Don't miss out on this episode, as it could save you from falling victim to a tax scam.
IRS 2023 Dirty Dozen
https://www.irs.gov/newsroom/dirty-dozen
Advantages of Creating an IRS Online Account
https://www.crosslinktax.com/customer-resources/tax-resource-center/advantages-of-creating-an-irs-online-account/
IRS Offer in Compromise Pre-Qualifier Tool
https://irs.treasury.gov/oic_pre_qualifier/
Friday Mar 24, 2023
Friday Mar 24, 2023
In this episode, we are joined by Cassi Watkins, an experienced Enrolled Agent (EA) who shares some last-minute strategies for ending tax season strong. As the tax deadline approaches, many taxpayers are rushing to meet the deadline, and it can be overwhelming for tax professionals as well.
Cassi shares her insights on how to manage the stress and pressure of tax season and provides some practical tips for tax professionals to ensure a smooth and successful tax season. She emphasizes the importance of organization, communication, and staying up-to-date on tax laws and regulations.
Throughout the episode, Cassi shares her own experiences and insights from her years of working in the tax industry. Her expertise and practical advice make this episode a must-listen for any tax professional looking to end tax season strong. So, whether you're a seasoned pro or just starting out in the industry, tune in to this episode and get some valuable tips and strategies to help you finish tax season on a high note.
Friday Mar 10, 2023
Friday Mar 10, 2023
In this episode, we sit down with our Senior Marketing Manager Justin Gray to discuss his experience navigating the IRS Tax Forums. Justin shares his insights on what to expect at the forums, how to make the most out of the experience, and strategies for networking and building relationships with fellow attendees.
He also touches on the benefits of attending the forums, including the opportunity to learn about new tax laws and regulations, as well as network with other professionals in the industry.
Whether you're a seasoned tax professional or just starting out in the field, this episode is packed with valuable information that will help you navigate the IRS Tax Forums with confidence and get the most out of your experience. So tune in and join us as we learn from Justin's wealth of knowledge and experience!
Friday Feb 24, 2023
Friday Feb 24, 2023
In this episode, Zac explores the science behind productivity and shares practical tips to increase productivity in the workplace. Whether you are a business owner, manager, or employee, this episode has something for everyone looking to optimize their productivity and achieve their goals. Tune in and take your productivity to the next level!
Research/Study Links
https://www.chamberofcommerce.org/tax-day-procrastinators
https://www.sleepfoundation.org/sleep-hygiene/good-sleep-and-job-performance
https://www.formstack.com/resources/blog-workplace-productivity-statistics
https://www.healthline.com/health/cortisol-and-sleep#disruption
https://www.forbes.com/sites/bryancollinseurope/2020/03/03/the-pomodoro-technique/?sh=2edbde563985
Interested in becoming a tax professional?
Contact us today! 800-345-4337
Email: sales@CrossLinkTax.com
Friday Feb 10, 2023
Friday Feb 10, 2023
In this episode, Zac covers AI and what it means for the workplace and dives into some key areas that may help you maintain your overall success this tax season.
OpenAI: https://openai.com/
Chat GPT: https://chat.openai.com/auth/login
Jasper AI: https://www.jasper.ai/
Friday Jan 27, 2023
Friday Jan 27, 2023
In this episode of the Taxverse Podcast Experience, we dive into the latest trends and strategies for success in 2023. From the rise of social media groups to the increasing importance of offering remote solutions, we cover it all. Whether you are a small business owner or a marketing professional, this episode is packed with actionable tips and strategies to help you achieve your goals in the year ahead. Tune in to stay on top of the latest trends and stay ahead of the competition in 2023.
TaxPass App website: https://www.taxpassapp.com/
Welcome to the Taxverse Podcast Experience
Are you a CPA or maybe just a startup entrepreneur looking for the latest insights into the tax industry? In this podcast series, we discuss trends, technology, and updates that you or your business can utilize to help grow your community, generate more revenue, and expand your knowledge.