With Brian Amann

Randy Crabtree talks “coach-ulting” and tax optimization with Brian Amann of CPA Edge on Episode 111 of The Unique CPA. Brian was the former founder and partner at TaxOps, which has been recognized as a top accounting firm by Accounting Today and Inc. magazine, among others, and he took his experience developing TaxOps’ model and offered it to other accounting professionals by founding CPA Edge. He stresses the important of culture and brand, both difficult things to measure, but very important in ensuring the success of an enterprise.

Important Links

CPA Edge

Brian Amann on LinkedIn

About the Guest

Portrait of Brian AmannBrian Amann is the founder of CPA Edge, where he helps results-oriented CPAs and Firm leaders challenge industry norms, driving true vision and strategy, so they can differentiate, enhance client and employee loyalty, increase profit, and decrease working time. He formerly led TaxOps, which experienced sixfold revenue growth over a four-year period when single-digit growth rates were the norm. TaxOps subsequently made the Inc. 5000 as one of the fastest-growing companies in the country, and Brian himself was featured on Accounting Today‘s “Managing Partner Elite” as a top firm leader. During the same period, TaxOps landed in the number one spot—two years in a row—on Accounting Today‘s “Best Place to Work For.”

Brian has a quarter century of experience in building high performing tax departments, having worked at a high level in that role for Ernst and Young before founding TaxOps. He is a CPA, CGMA, and a Certified Exit Planning Advisor. He earned his BBA in Accounting and Finance from Pace University in 1987.

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.