Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull

Today we talk with Kevin Knull, CEO of TaxStatus, about how TaxStatus is transforming the way advisors access and utilize client data. Kevin explains how the platform integrates directly with the IRS to give advisors full transparency into a client’s income, accounts, and tax history—empowering them to offer more precise advice. By streamlining data collection … Continue reading Episode 275 – Scaling Personalized Advice Starts With Better Data with Kevin Knull →