Tax Firm Owners Share Their Story: Kelly Rohrs, CPA

We Tested AI in Our Tax Firms: Here's What Works & What Doesn't

Yehuda Tenenbaum, EA and I sat down with no script and one topic: AI and taxes. What came out is an honest look at what these tools do for a tax firm today, and what's still just hype. We break down where AI is genuinely delivering value in tax and accounting, where it's falling short, and what firm owners actually need to know before investing time or money into these tools. In this episode, we cover: Why AI summarization is "overrated" and what to demand instead The real use case that could replace your tax software entirely DIY builds (like custom Claude tools) vs. productized solutions - which makes more sense for your firm? The "token shortage" concept and why it matters for the future of AI pricing Honest takes on tools like Claude, Juno, TaxDome's Atlas, and Ping Why the "you'll be left behind" fear-mongering around AI is often overblown What success actually looks like for a tax firm owner and why it's more than just tech adoption Whether you're an early AI adopter or still figuring out where to start, this conversation gives you a grounded, practitioner-level perspective on what's real, what's not, and where to focus your attention. Resources mentioned: Claude (claude.ai) Juno (AI tax review tool) TaxDome / Atlas Ping RC Reportshttps://www.linkedin.com/in/jasminerichards4/ Join the FREE community for tax firm owners here: https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout [https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout] Signup for my newsletter: https://www.wootencpa.com/newsletters [https://www.wootencpa.com/newsletters] Mentorship and Coaching: https://www.wootencpacoaching.com [https://www.wootencpacoaching.com/] Free resources: Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout [https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout] Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout [https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout] Coaching Resources: Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way [https://www.wootencpacoaching.com/your-tax-firm-your-way] Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT [https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT] Other Resources: https://www.wootencpacoaching.com/store [https://www.wootencpacoaching.com/store] Find me on LinkedIn https://www.linkedin.com/in/brad-wooten-cpa/ [https://www.linkedin.com/in/brad-wooten-cpa/] ****************************** *Disclaimer:  This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Tax Firm Owners Share Their Story: Evan Schroedel, CPA

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Evan: https://www.linkedin.com/in/evan-schroedel-cpa-95098546/ [https://www.linkedin.com/in/evan-schroedel-cpa-95098546/] https://www.linkedin.com/in/jasminerichards4/Join the FREE community for tax firm owners here: https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout [https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout] Signup for my newsletter: https://www.wootencpa.com/newsletters [https://www.wootencpa.com/newsletters] Mentorship and Coaching: https://www.wootencpacoaching.com [https://www.wootencpacoaching.com/] Free resources: Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout [https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout] Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout [https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout] Coaching Resources: Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way [https://www.wootencpacoaching.com/your-tax-firm-your-way] Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT [https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT] Other Resources: https://www.wootencpacoaching.com/store [https://www.wootencpacoaching.com/store] Find me on LinkedIn https://www.linkedin.com/in/brad-wooten-cpa/ [https://www.linkedin.com/in/brad-wooten-cpa/] ****************************** *Disclaimer:  This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Tax Firm Owners Share Their Story: Samuel Moshe Nachfolger

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Sam: https://www.linkedin.com/in/samuel-moshe-nachfolger/ [https://www.linkedin.com/in/samuel-moshe-nachfolger/] Join the FREE community for tax firm owners here: https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout [https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout] Signup for my newsletter: https://www.wootencpa.com/newsletters [https://www.wootencpa.com/newsletters] Mentorship and Coaching: https://www.wootencpacoaching.com [https://www.wootencpacoaching.com/] Free resources: Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout [https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout] Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout [https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout] Coaching Resources: Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way [https://www.wootencpacoaching.com/your-tax-firm-your-way] Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT [https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT] Other Resources: https://www.wootencpacoaching.com/store [https://www.wootencpacoaching.com/store] Find me on LinkedIn https://www.linkedin.com/in/brad-wooten-cpa/ [https://www.linkedin.com/in/brad-wooten-cpa/] ****************************** *Disclaimer:  This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Tax Firm Owners Share Their Story: Kyle Beltle, CPA, CTP

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Kyle: https://www.linkedin.com/in/kylebeltle/ [https://www.linkedin.com/in/kylebeltle/] Join the FREE community for tax firm owners here: https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout [https://www.wootencpacoaching.com/offers/5xkHWCCb/checkout] Signup for my newsletter: https://www.wootencpa.com/newsletters [https://www.wootencpa.com/newsletters] Mentorship and Coaching: https://www.wootencpacoaching.com [https://www.wootencpacoaching.com/] Free resources: Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout [https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout] Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout [https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout] Coaching Resources: Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way [https://www.wootencpacoaching.com/your-tax-firm-your-way] Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT [https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT] Other Resources: https://www.wootencpacoaching.com/store [https://www.wootencpacoaching.com/store] Find me on LinkedIn https://www.linkedin.com/in/brad-wooten-cpa/ [https://www.linkedin.com/in/brad-wooten-cpa/] ****************************** *Disclaimer:  This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Tax Firm Owners Share Their Story: Mike Mazzanna, CPA, MST

In this series I sit down with fellow tax firm owners to talk about the real stories behind building, running, and growing a tax practice. No scripts, no sales pitches. Just open conversations between tax firm owners who’ve been there. This series is all about encouraging current and aspiring firm owners, sharing lessons learned, and connecting our community. Connect with Mike: https://www.linkedin.com/in/mike-mazzanna-cpa/ [https://www.linkedin.com/in/mike-mazzanna-cpa/] Signup for my newsletter: https://www.wootencpa.com/newsletters [https://www.wootencpa.com/newsletters] Mentorship and Coaching: https://www.wootencpacoaching.com [https://www.wootencpacoaching.com/] Free resources: Attract & Land more clients: https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout [https://www.wootencpacoaching.com/offers/DY2GrE6L/checkout] Business Startup Checklist: https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout [https://www.wootencpacoaching.com/offers/BhMcmKpi/checkout] Coaching Resources: Start Your Firm Workbook: https://www.wootencpacoaching.com/your-tax-firm-your-way [https://www.wootencpacoaching.com/your-tax-firm-your-way] Group Coaching: https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT [https://www.wootencpacoaching.com/resource_redirect/offers/dvN2wKbT] Other Resources: https://www.wootencpacoaching.com/store [https://www.wootencpacoaching.com/store] Find me on LinkedIn https://www.linkedin.com/in/brad-wooten-cpa/ [https://www.linkedin.com/in/brad-wooten-cpa/] ****************************** *Disclaimer:  This podcast is for entertainment purposes only and is not financial, tax, or legal advice. All content on this podcast is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Our content is not tax, financial, or legal advice and should not be implemented as such by any individual, business, or other entity. Should you need such advice, consult a licensed financial, legal, or tax advisor. Any information contained in our content related to budgeting, finances, taxes, investments, etc. are solely our opinions and are not intended to influence specific decisions you make as it relates to your finances. No guarantee is given regarding the accuracy of the information on this podcast. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.