Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way

A client hands you an irrevocable trust and asks what it means for their return. Do you call their attorney, or do you guess?

Jenny Rozelle is the attorney on the other end of that call. She runs a 20 person estate and elder law firm in Indiana, the same firm where she started out answering the phones at the front desk before going to law school at night and eventually buying the place from the founder. She has seen our two professi...

You already pay for ChatGPT or Claude. So why would you pay again for an AI tool that just does accounting?

Accounting agents are the third new category of AI tooling to land on us in about a year, after tax research and workflow automation, and they are the messiest of the three, because everybody's version of a set of financials looks different. I spent the past few weeks running them on real client work: rebuilding a year of book...

You set out to fix five problems with a new piece of software, and somehow ended up with six. Sound familiar?

Welcome to the debut of Tax Tech Simplified (formerly The People Behind the Books). In this solo kickoff, Yehuda Tenenbaum, EA, unpacks your firm's "tech stack," every tool that touches your process, and why most firms end up with one they built by accident instead of on purpose. Before you can optimize it, you have to see a...

Want your firm's tech and process set up so you actually have time to market it? Start at y10taxtech.com.

Most firm owners think their marketing isn't working because they aren't spending enough money on ads. Karen Reyburn has spent years proving otherwise.

In this episode, Karen breaks down why audience is the first question and every other marketing question is downstream of it. She explains why "we're friendly and we really care" ...

Ready to reduce the overwhelm and scale your firm? Book your free discovery call at y10taxtech.com.

Every month you rebuild the same reports. You re-export the numbers, rebuild the same workpaper, and then redo the whole thing when one transaction changes after the fact. Most firm owners just accept that grind as part of the job. This episode is about why it does not have to be.

I sat down with Lasse Kalkar, the founder and CEO of Li...

Erin Pohan, founder of Upkeeping and WAVE-Seattle, shares her journey from a small-town girl in Cleveland to a successful entrepreneur. She discusses her early experiences in accounting, her time living in Japan, and the challenges of balancing work and family life. Erin also delves into the creation of her bookkeeping business and her passion for community engagement through content creation and conferences. She emphasizes the imp...

Randy Crabtree shares his journey from computer science to becoming a CPA and starting his own firm. He discusses the entrepreneurial spirit that drove him, the challenges he faced in the accounting profession, and the importance of community and mentorship. Randy also highlights impactful client stories and his involvement with the Accounting Cornerstone Foundation, emphasizing the need for empathy and boundaries in the profession...

Have you ever wondered if the “right” accounting path you’re on is actually the best one for you?

Many accountants do everything by the book—climb the ladder, build the firm, serve the clients—only to quietly question whether the way they’re working is sustainable, fulfilling, or even necessary. This episode speaks directly to that moment of tension: when you’re successful on paper, but sens...

What do Juilliard, IRS audits, and international artists have in common? In this episode of The People Behind the Books, Yehuda sits down with Phyllis Jo Kubey, EA, CFP, to explore her unexpected path from classical music to a 40-year career in tax. Phyllis shares real-world lessons from representing complex clients, navigating audits and collections, advocating confidently with the IRS, and building a long, sustainable career root...

In this episode, we meet Helen Hastings. A software engineer by trade, Helen discusses Quanta's vision to serve as a comprehensive financial system for businesses, emphasizing the importance of having all financial data centralized to provide real-time insights. She highlights the needs of small businesses, which often seek efficient solutions rather than complex accounting software.

Connect with Helen and Quanta!

💼LinkedIn: htt...

In this episode we meet Michael Raanan, a former IRS revenue officer turned tax representation expert. Michael shares his journey from working at the IRS to starting his own practice, emphasizing the importance of education in the tax field. He discusses the challenges taxpayers face, the misconceptions about the IRS, and the need for proper guidance. The conversation also touches on the future of the tax profession, the role of te...

In this episode we meet Jack Mao, an enrolled agent and tax professional with a diverse background in tax preparation, technology, and community service. Jack shares his journey from coding in high school to running his own tax firm and co-founding an AI tax research software called Accordance. The conversation explores the evolving landscape of taxation, the impact of AI on the industry, and the importance of the human element in ...

In this episode, Jeremy Wells, an Enrolled Agent and CPA, shares his journey from a small town in Kentucky to becoming a successful tax professional and firm owner. He discusses his early life, education, and the transition from academia to accounting. Jeremy highlights the challenges he faced while starting his tax firm and emphasizes the importance of networking and building client relationships. He also talks about the evolution...

In this episode, Yehuda is joined by Micha Siegel, CPA, CFP®, EA, who shares his unconventional journey from underachieving student to warehouse worker to triple-credentialed tax professional and founder of TaxCentric. Micha opens up about discovering accounting later in life, navigating big-firm culture, surviving mergers, and why he ultimately walked away to build a firm rooted in accessibility, education, and opportunity.

⭐Signup...