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Tax Savvy
The art - and science - of keeping more money in your pocket. A specialty tax podcast that uncovers real-world tax strategies, technical insights, and expert advice that businesses use to stay ahead.
Tax Savvy
Episode 6: Focused by Design - Sales and Use Tax with Tax Matrix
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Summary
In this podcast episode, Ryan Stephenson interviews Jason Frownfelter, VP of Client Relations at TaxMatrix, a company specializing in sales and use tax recovery and exemption compliance. Jason shares his unique journey into the tax consulting industry, the services offered by TaxMatrix, and the importance of technology in streamlining operations. The conversation also delves into the challenges faced in tax consulting, the significance of building strong partnerships across tax firms, and the ethical considerations in client relationships. Jason emphasizes the value of treating employees as top assets and the importance of personal relationships in sustaining business success.
Chapters
00:00 Introduction to TaxMatrix and Jason's Journey
02:43 Understanding Sales and Use Tax Services
05:30 Technology in Tax Consulting
08:04 Building Strong Partnerships
10:57 Challenges in Tax Consulting
16:44 The Importance of Employee Relationships
19:13 Ethics and Client Relationships
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