If you’re an attorney, law firm owner, family lawyer, or legal professional trying to balance client work with financial responsibilities, this episode is a must-listen.
Host Marcelino Dodge, EA, CTRC, sits down with Merry Stewart of Quick Win Bookkeeping to reveal the bookkeeping, tax, and compliance mistakes attorneys make every single day — many of which can lead to IRS audits, bar investigations, retained earnings problems, and trust account violations.
In clear, non-technical language, they break down how proper accounting systems can:
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Protect your law license
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Prevent IRS surprises
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Reduce client disputes over retainers and fees
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Build stronger cases with clean financial records
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Empower better decision-making and cash flow planning
This conversation offers real insight you won’t hear from typical bookkeeping or tax professionals, because it comes directly from two specialists working with attorneys nationwide.
📍 Connect With The Host
Marcelino Dodge, EA, CTRC
Tax Resolution Specialist | IRS Representation | Offer in Compromise
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