Starting & Marketing a Tax Advisory Firm with Grant Dougherty

Jeremy and Chris welcome special guest Grant Dougherty (⁠@DouTaxSolutions⁠ on Twitter). Grant is the founder of Dougherty Tax Solutions, a boutique tax advisory firm⁠. The key takeaways from the episode (courtesy of ChatGPT) are:

• Grant explained the challenges he faced in meeting the accounting hours requirements and the decision not to pursue additional college courses for eligibility for the CPA.
• Grant delves into the role of a corporate tax accountant and the coordination involved in preparing corporate tax returns. He highlights the importance of understanding the nuances of tax laws and the need for coordination with professionals, such as those from the big four firms.
• Grant shares his marketing approach, particularly through social media platforms like Twitter.
• Grant mentions the use of Facebook groups and offering year-end tax planning services.
• Grant discusses the pricing structure and the inclusion of year-round advisory services along with tax preparation.

Follow the show on Twitter ⁠⁠@CPAAdvisoryShow⁠⁠

Jeremy Wells on Twitter ⁠⁠@JWellsCFO⁠⁠

Chris Hervochon on Twitter ⁠⁠@ChrisHervochon