Modern Tax Pros
Claim This Podcastby Dave Haase, from Juno
Podcast Overview
<p>Tax work is hard enough. The way we do it makes it harder.</p><br><p>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.</p><br><p>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.</p><br><p>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.</p><br><p>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.</p><br><p>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.</p><br><p>Welcome to Modern Tax Pros.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
Language
🇺🇲
Publishing Since
2/18/2026
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Recent Episodes
July 23, 2026
Why Smart Accountants Are Not Scared of AI
<p>Host Dave Haase sits down with Misty Newsome, CPA and Founder of her own boutique accounting firm, to talk about how AI is reshaping tax and bookkeeping work. Misty shares how she grew a solo practice into a firm serving 40 to 45 clients while homeschooling 6 kids, and why she believes tax will end up more automated than bookkeeping.</p><br><p>The conversation covers practical ways AI already saves hours on estimated taxes, journal entries, and complex reconciliations. Misty and Dave discuss how to review AI output the same way you would check a junior staff member's work, how new accountants can learn faster with recorded training and instant answers, and why slow adoption in the profession comes down to security concerns rather than the technology itself. They also dig into process improvement, building PII safeguards, and how freeing up time lets accountants focus on strategy and context that machines cannot match.</p><br><p>Key topics covered:</p><br><p>[00:00] Intro</p><p>[01:29] From childhood dream to CPA firm</p><p>[02:47] Building a family of future accountants</p><p>[04:07] Why clients want generalists not specialists</p><p>[06:04] Catching costly errors in prior returns</p><p>[07:00] AI nails quarterly tax estimates</p><p>[08:00] Training staff with AI journal entries</p><p>[10:36] Handling bumps when AI gets it wrong</p><p>[13:00] How AI teaches young accountants faster</p><p>[16:14] Filing wrong returns with bad AI use</p><p>[16:52] Building PII safeguards and processes</p><p>[19:02] Why tax is more automatable than bookkeeping</p><p>[22:25] More time for human strategic advice</p><p>[23:54] Deep dive retirement planning by client</p><p>[25:37] Endless work and no room for boredom</p><br><p>If you want a clear look at how AI is changing daily tax work from someone using it right now, this episode is worth your time.</p><br><p>The Modern Tax Pros Podcast is brought to you by Juno, AI tax prep software built for tax pros who are sick of 60-hour weeks.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
June 4, 2026
Ep #8: Rocky Lippold on Why AI Will Make Tax Work More Human
<p>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 his existing 400 clients, and is eyeing another acquisition before tax season. His approach to growth centers on personal relationships and face-to-face meetings, even driving hours to meet clients in person for onboarding sessions.</p><br><p>Rocky shares how he built his practice with family members including his accountant daughter, retired brother, and wife who worked as a paralegal for 26 years. He discusses managing 200 Amish clients with extensive Schedule F returns, implementing Tax Dome and Juno for efficiency, and his belief that AI will actually make tax work more human by handling data entry while accountants focus on client relationships. Rocky emphasizes the importance of admitting mistakes to clients and taking time to truly understand their businesses rather than just processing returns.</p><br><p>Key topics covered:</p><br><p>[00:00] Intro</p><p>[01:37] Military tax beginnings and multiple retirements</p><p>[03:23] Building practice back up through acquisitions</p><p>[05:38] Growth mindset despite retirement attempts</p><p>[08:33] Training remote family staff members</p><p>[09:40] In person client onboarding preference</p><p>[10:08] Detailed client onboarding process</p><p>[12:00] Acquiring 200 Amish farming clients</p><p>[15:19] Tax Dome and Juno integration goals</p><p>[18:10] Going paperless after RV lifestyle</p><p>[20:31] Future of tax profession with AI</p><p>[22:21] S corp conversion saves $17000 annually</p><p>[23:07] Human element remains crucial with AI</p><p>[27:50] Growth advice and owning mistakes</p><p>[31:48] Just do it philosophy</p><br><p>Rocky's philosophy is simple but powerful - the human element in accounting cannot be replaced, and the best tax professionals will spend more time with clients, not less, as technology handles the routine work.</p><br><p>The Modern Tax Pros Podcast is brought to you by Juno, AI tax prep software built for tax pros who are sick of 60-hour weeks.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
May 14, 2026
Ep #7: Paul Whelan on Automating Tax Workflows and Practice Management Systems
<p>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 years ago, focusing on small businesses under $5 million in revenue. He explains how he provides comprehensive services from bookkeeping to tax planning, positioning himself as a single point of contact for local business owners who prefer face-to-face relationships over virtual-only firms.</p><br><p>Paul dives into the technology stack that enables his solo practice to compete effectively. He discusses implementing Canopy for practice management, Ignition for proposal automation, and Stanford Tax for document collection. The conversation explores how modern tax professionals handle misinformation from social media, stay current with changing tax laws, and manage the seasonal demands of tax work while maintaining work-life balance. Paul also addresses pricing strategies in an industry where practitioners have historically undercharged for their expertise.</p><br><p>Key topics covered:</p><br><p>[00:00] Intro</p><p>[01:08] Paul's accounting journey and firm foundation</p><p>[02:29] Local small business focus strategy</p><p>[04:19] Full service approach benefits</p><p>[07:57] Biggest challenges facing tax professionals</p><p>[10:26] Managing tax law changes effectively</p><p>[12:17] Essential practice management technology stack</p><p>[14:44] Adopting new technology successfully</p><p>[16:01] Full tax automation vision</p><p>[20:06] Work life balance during tax season</p><p>[24:04] Integrating multiple software systems</p><p>[30:22] Five year practice growth plans</p><p>[32:04] Strategic pricing and capacity management</p><p>[36:19] Practice management software evolution</p><p>[38:17] Future of tax professional services</p><br><p>This episode offers practical insights for tax professionals looking to modernize their practices and build sustainable solo operations in today's competitive market.</p><br><p>The Modern Tax Pros Podcast is brought to you by Juno, AI tax prep software built for tax pros who are sick of 60-hour weeks.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
10 total episodes available
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- What is Modern Tax Pros?
<p>Tax work is hard enough. The way we do it makes it harder.</p><br><p>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.</p><br><p>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.</p><br><p>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.</p><br><p>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.</p><br><p>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.</p><br><p>Welcome to Modern Tax Pros.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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