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Padgett Advisors

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Webinars and Info Sessions

How Small Tax & Accounting Practices Can Scale with The Radical CPA

CEO Jeff Phillips and COO Amanda Aguillard discuss growth opportunities for small accounting firms with Jody Padar, also known as The Radical CPA.

Tune into the recording here.

Tax Reporting Challenges for the 2023 Tax Season with The Radical CPA

President Roger Harris, Franchisee Operations Manager Annie Schwab, and The Radical CPA Jody Padar discuss how tax preparers can get ready for this year's challenges.

Tune into the recording here.

CPA Academy 2023 Tax Season Kickoff

President Roger Harris and Franchisee Operations Manager Annie Schwab take tax preparers and accountants through what to expect in the upcoming tax season in these CPE-eligible sessions.

Register for a session here.

Become Your Firm's CEO

Padgett President Roger Harris and Padgett CEO Jeff Phillips lead this engaging, CPE-eligible session for accounting firm owners. Do you want to grow your firm but feel like you can't quite get there? Walk through Roger and Jeff's six recommendations on how to move out of practitioner mode and become the CEO of your dream firm.

Register for a session here.

Advisory in Real Life with the Impactful Advisor

COO Amanda Aguillard talks with Geni Whitehouse, better known as the Impactful Advisor, about how accountants can become advisors to their clients.

Tune in to the recording here.

Podcast

Federal Tax Updates

CPAs, Enrolled Agents, and Tax Preparers can keep up-to-date with the latest federal tax information while earning CPE and CE credits by listening to the bi-weekly Federal Tax Updates podcast. Hosts Roger Harris and Annie Schwab have over 75 years of tax experience together.

Subscribe, Listen, and Share here.

Conferences

Scaling New Heights

Padgett is attending Scaling New Heights from June 25th to 28th in St. Louis, MO. Stop by our booth for a chat with the team and some free swag.

Learn more and connect with us here.

IRS Tax Forum

The Padgett team is excited to attend the IRS Tax Forum in Orlando from Tuesday, August 29 – Thursday, August 31. We’re proud to be attending as a Silver sponsor and to have the opportunity to chat with entrepreneurial accountants like you about the Padgett network.

Learn more and connect with us here.

NAEA Tax Summit

Padgett is attending NAEA Tax Summit from Julu 29th to August 1st in Scottsdale, AZ. Stop by our booth for a chat with the team and some free swag.

Learn more and connect with us here.

Newsletter

Monthly Tax Memo

Did you get the memo? Don't miss out on key tax updates and accounting insights with our monthly newsletter!

Subscribe here.
View past issues here.

We encourage you to contact us with any questions.

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