Modern Tax Pros
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Recent Episodes
Ep #5: Building a Tax Practice Around Freelancers and Self Employed C…
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 cli...
Ep #4: The Real Value of Tax Professionals in an AI World with Yehuda…
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 f...
Ep #3: How Joel Yaeger Built an Integrated Tax and Wealth Advisory Fi…
Dave Haase sits down with Joel Yaeger, CPA and Founder of CMPD Wealth Advisory & Tax, to explore how modern tax firms are evolving beyond traditional compliance work. Joel shares his vision of creating a true one stop shop th...
Ep #2: This Father Son Duo Built a 2000 Client Tax Practice
Host Dave sits down with the father son team of Tony and Zach Amatore to discuss their remarkable journey building a multi-generational tax practice. Tony started his firm from scratch in 1985 after his mentor passed away, gr...
Ep #1: The real ROI of automation in a tax practice (it’s not magic, …
Dave Haase sits down with Brad Wooten, CPA and owner of a growing Orlando practice, to discuss the realities of building and scaling a tax-focused firm. Brad shares his journey from launching in 2019 with low fees and a take-...
Introducing the Modern Tax Pros Podcast
Transform Your Tax Practice in 2026