Firm Building Success with Logan Graf

On Episode 177 of The Unique CPA, Randy Crabtree interviews Logan Graf, Chief Tax Officer and Founder of Graf Tax Co. Logan took an unusual path to starting his own firm, with him jumping into the fully remote model in the middle of Covid, and he’s continued on that unconventional trajectory by hiring his first employee through social media. Social media has been a key for Logan for both professional networking and marketing potential, as well as featuring prominently in his plans for expanding his firm’s client base. Offering tips to expanding into specific niches, the episode explores the broader challenges and opportunities in the accounting profession from the perspective of a new “modern” firm owner.

Important Links

The Graf Tax Co.

@LoganGrafTax on Twitter

Logan Graf on YouTube

Logan Graf on LinkedIn

About the Guest

Logan Graf is the Founder and Chief Tax Officer of The Graf Tax Co., which he established in 2020. Although The Graf Tax Co. is nominally based in Austin, Texas, Logan was determined to take an unconventional approach, so he established his firm as a remote-only and digital at the height of the Covid pandemic. This immediately bore fruit, fitting into the evolving world Covid had served to push along. The Graf Tax Co. focuses on technology to assist its clients, offering tax return and consulting services, entity guidance, and business accounting. 

Logan currently has over 20,000 followers on Twitter and nearly 7,000 subscribers on YouTube.

Meet the Host

Randy Crabtree, CPA

randy.crabtree@tri-merit.com

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.