Episodes

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...

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 y...

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 fro...

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...

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...

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...

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...

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-...

Transform Your Tax Practice in 2026

testing trailer Hosted on Acast. See acast.com/privacy for more information.

test subttle

Test subtitle 2

Test subtitle to remove