Deduct This With Carrie and Lexi
Listen to tax and accounting professionals sharing proven methods, useful tips, and practical experiences to help you succeed more at your firm. Each episode provides clear insights designed to help you handle client work more effectively, simplify tax preparation, and better deliver advisory services.
You'll gain:
- Practical tips for efficient client interactions.
- Proven ways to transition confidently into advisory work.
- Effective methods to increase success without hiring additional staff.
- Useful lessons from experienced tax professionals focused on improving outcomes.
Together, we're helping tax professionals perform better, achieve more, and simplify success.
Podcasting since 2025 • 22 episodes
Deduct This With Carrie and Lexi
Latest Episodes
Why Your IRS Letters Keep Getting Denied (Even When You're Right)
You're responding to IRS letters with beautifully crafted explanations and heartfelt stories about hardship. The IRS keeps denying them. Your documentation is solid, your reasoning is sound, but you're addressing the wrong audience.The p...
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Season 1
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Episode 22
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23:49
How to Pick Tax Software That Actually Matches Where Your Firm Is Going
Are you using the same tax software you picked five years ago, even though your practice has completely changed? Still telling yourself it's too late in the year to evaluate alternatives? You're choosing software for the firm you had, not the f...
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Season 1
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Episode 21
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25:47
How Advisory-First Firms Doubled Revenue While Working Half the Hours
Are you charging $700 for a 1040 while working 70-hour weeks? Still telling yourself your market can't support higher rates? Megan Leesley's response: Stop it. The only real constraint isn't your market. It's your mindset. And when she challeng...
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Season 1
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Episode 20
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34:48
Why Investing in Yourself and Your Team Might Be the Most Powerful Software Upgrade Your Firm Ever Makes
Your team keeps burning out. You've upgraded your software, hired more people, adjusted workloads, but the tax accountant burnout cycle repeats. What if the real bottleneck isn't your tools or your headcount? In this episode of Deduct This ...
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Season 1
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Episode 19
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31:40
How Going Fully Digital Became a Firm’s Biggest Competitive Advantage
Still buried in paper? Still printing, scanning, storing files, or worrying about security risks in a home office? You’re not alone. In this episode of Deduct This with Carrie and Lexi, business strategist Kari Culumber breaks d...
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Season 1
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Episode 18
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38:01