The Licensing Model with John Briggs

On episode 99 of The Unique CPA, Randy is joined by John Briggs, the Founder and CEO of Incite Tax. John has created a very unique model through Incite, whereby accountants may enter a licensing agreement with Incite, which handles the backend systems and lead generation, while allowing the accountants to have their own lucrative practices without working 60 or 70 hours a week. He explains his idea and his passion for bettering the accounting community, preventing the dehumanizations of its members, and improving mental health for all.

Important Links

Incite Tax

John Briggs on LinkedIn

About the Guest

Portrait of John BriggsJohn Briggs is the Founder and CEO of Incite Tax, which provides tax services with a market focus on small business owners, investors, and 1099 recipients. A self-described “ANTI-Traditional Accounting Firm,” Incite offers the opportunity for its accountants to license its resources while they build their book of business.

When John started working as an accountant, he got a taste of a licensing arrangement, but felt that it was stacked against him as the licensee, so he’s had first-hand experience in order to tune the relationship to be beneficial to all involved.

John earned his Bachelor’s in Accounting and Masters in Tax at Brigham Young University in 2005 and 2007, respectively.

Meet the Host

Randy Crabtree, CPA

Randy Crabtree

Randy Crabtree, co-founder and partner of Tri-Merit Specialty Tax Professionals, is a widely followed author, lecturer and podcast host for the accounting profession.

Since 2019, he has hosted the “The Unique CPA,” podcast, which ranks among the world’s 5% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser (Tax-saving opportunities for the housing and construction industries) and he is a regular presenter at conferences and virtual training events hosted by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global and several state CPA societies. Crabtree also provides continuing professional education to top 100 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from R&D tax credits, cost segregation, the energy efficient commercial buildings deduction (179D), the energy efficient home credit (45L) and the employee retention credit (ERC).

Prior to joining Tri-Merit, Crabtree was managing partner of a CPA firm in the greater Chicago area. He has more than 30 years of public accounting and tax consulting experience in a wide variety of industries, and has worked closely with top executives to help them optimize their tax planning strategies.