Description

Episode 23: In this episode, Timalyn welcomes Phyllisy Jo Kubey, EA , to the podcast.

In addition to being an Enrolled Agent, advocating for both taxpayers and tax professionals, Phyllis Jo Kubey is a career vocalist, voice actor, tax writer/contributer, and has served as the President, Past President, and Immediate Past President of the New York Society of Enrolled Agents. She also does amazing work with the National Association of Enrolled Agent's political action committee.

We are blessed to have Phyllis Jo stop by the show.

During this conversation, Phyllis shares:

• Her first introduction to the EA credential

• Why did she decide to become an Enrolled Agent after 10 years of preparing taxes?
• How she decided to transition from a career in music to tax preparation
• Involvement in professional organizations

• Transitioning from working for someone to a solo practice
• How her business grew
• Building a solo practice that can be sold

If you are interested in connecting with Phyllis Jo online, you can connect with her on LinkedIn - Phyllis Jo Kubey, EA   or on X, formerly known as Twitter - @PKubeyEA

Let us know your favorite part of the episode in the comments!

Special thanks to Phyllis Jo for sharing her story and insights with us in this episode.