Modern Tax Pros

Tax work is hard enough. The way we do it makes it harder. Modern Tax Pros is a podcast for firm owners and tax professionals who are tired of 60 hour weeks, manual workpapers, and emailing clients fifteen times to get the same documents. If you have ever double checked a PDF at midnight or felt trapped by software that is older than your staff, you will feel at home here. Hosted by Dave Haase, a CPA and firm owner who bought his first practice in 2015, this show is about improving the tools and processes of our trade. After stepping into ownership, Dave was struck by how much of the work was still manual. Twenty year old software. Data entry from scanned documents. Review systems built on personal checklists instead of shared workflows. The inefficiency is not just frustrating. It raises prices for clients, burns out teams, and keeps firm owners stuck in the grind. Each episode brings practical, tactical conversations about how to run a more modern tax firm. You will hear from firm owners, staff inside tax practices, operators rolling up firms, and people building technology in the space. Topics include tightening up prep and review, moving into advisory without blowing up capacity, improving training, and adopting new tools in a way that actually works in real practice life. This podcast is part of Modern Tax Pros by Juno. Juno is AI tax prep software built by Dave Haase, a CPA and tax firm owner. It helps with tax preparation and review by entering data from source documents, building workpapers, and checking for errors so you can spend more time using your judgment instead of retyping numbers. On the show, you will hear honest conversations about what is working, what is breaking, and how technology should support the human side of this profession. If you care about your clients, your team, and the future of your firm, this is a place to think out loud about how we make tax work better. Welcome to Modern Tax Pros. Hosted on Acast. See acast.com/privacy for more information.