Background Background

AI, Revenue Streams, and Building the Practice You Actually Want with Eric Green, Tax Rep Network

By Frank Tumminello | October 21, 2026
Chapters
0:00Introduction and guest background
0:36Eric Green: accountant turned tax attorney, and how one defunct LLC snowballs
2:28The Scaling New Heights takeaway: AI isn't going anywhere
4:27Adding state compliance as a service without adding headcount
6:52Three to five revenue streams, and the difference between 1x and 4x EBITDA
8:21Is compliance work the practice of law? The Tax Court example
10:43Where the line actually is: filing an entity vs. drafting a partnership agreement
12:44Map your process first, then go find the software
15:08Consolidation ahead, and why Intuit may be falling behind
17:10Open APIs, Karbon, and fewer tools doing more
18:55Getting off spreadsheets, and what same-day onboarding looks like
20:48Why the time to implement is now, not January
22:29Lumpy financials and the 500 entities you never monetized
23:58Building RepWorks: workflows and AI tools for IRS representation
28:21"What do you want your practice to look like?"
31:53How to reach Eric Green

Frank Tumminello

CEO, Fileforms