In this episode, host Taylor Baker sits down with Jessica Smith, an Enrolled Agent and the founder and CEO of Tax Savvy Advisors, to talk about building a modern tax practice focused on IRS representation, tax reduction strategies, and scalable systems that make growth (and delegation) possible.
What You’ll Learn
- What an Enrolled Agent does and how IRS representation can help taxpayers navigate high-stakes issues with confidence.
- How Jessica transitioned from firm life into entrepreneurship and launched her practice during the uncertainty of COVID.
- Why tax reduction strategies and ongoing compliance work best when they’re packaged around outcomes, not just tasks.
- How to shift your messaging from “here’s what I can do” to “here’s what this does for you,” and why that change improves conversion.
- How consistent networking in niche communities can become a reliable engine for referrals and long-term growth.
- Why many tax and accounting firms struggle to hire, and how process design can reduce the pressure of finding “perfect” talent.
- How documented workflows and the right practice management tools create repeatability, automation, and smoother delegation.
- How specializing in hard-to-handle work (like tax resolution) can position you as a valued partner to other firms instead of a competitor.
Jessica’s story highlights what it really takes to grow a professional services business: clear positioning, strong relationships, and systems that support both the client experience and the team behind it. By combining specialized expertise with disciplined workflow design, she shows how a firm can scale without sacrificing quality, clarity, or sanity.
To learn more about Jessica Smith and their work.