Modern Tax Pros

Host Dave Haase sits down with Misty Newsome, CPA and Founder of her own boutique accounting firm, to talk about how AI is reshaping tax and bookkeeping work. Misty shares how she grew a solo practice into a firm serving 40 to 45 clients while homeschooling 6 kids, and why she believes tax will end up more automated than bookkeeping. The conversation covers practical ways AI already saves hours on estimated taxes, journal entries, and complex reconciliations. Misty and Dave discuss how to revie

Dave Haase sits down with Rocky Lippold, founder of Freedom Tax Accounting & Tax, who has an unusual story of retiring three times and coming back stronger each time. Rocky just acquired a practice with 850 clients, adding to his existing 400 clients, and is eyeing another acquisition before tax season. His approach to growth centers on personal relationships and face-to-face meetings, even driving hours to meet clients in person for onboarding sessions. Rocky shares how he built his practice w

Dave Haase sits down with Paul Whelan, EA and Founder of Whelan Advisory Group, to discuss building and scaling a modern solo tax practice. Paul shares his journey from working at a local firm to starting his own practice 2 years ago, focusing on small businesses under $5 million in revenue. He explains how he provides comprehensive services from bookkeeping to tax planning, positioning himself as a single point of contact for local business owners who prefer face-to-face relationships over virt

Dave Haase sits down with David Blain, the CFA and founder of BlueSky Wealth Advisors, to explore how combining tax preparation with wealth management creates superior client outcomes. David shares his unconventional path from West Point graduate and military special ops to building a practice that integrates tax compliance with comprehensive financial planning. He explains why clients benefit from having one trusted advisor handle both their investments and tax strategy, rather than coordinatin

Dave Haase sits down with Adam Manning, Founder of Nomadic Solutions, to discuss building a tax practice that serves small businesses and self-employed clients others often overlook. Adam shares how he grew from helping 2 clients to running a full practice in just 2 years, with a unique focus on tattoo artists and gig economy workers. He explains his approach to making tax services affordable while staying profitable through automation and clear boundaries. The conversation covers Adam's transi

Dave Haase sits down with Yehuda Tenenbaum, EA and founder of Y10 Tax Solutions, to explore his journey from reluctant do-it-yourselfer to successful tax professional. Yehuda shares how he transitioned from running finances for his wife's summer camp to building his own accounting firm, making the leap to full-time practice in December 2023. Their conversation reveals why the current landscape offers unprecedented opportunities for new tax professionals willing to carve out their own niche. The