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Streamlining Your Tax Season

Streamlining Your Tax Season

Update: 2024-11-26
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Randy welcomes Dan Berenholtz, co-founder and CEO of StanfordTax, to Episode 187 of The Unique CPA. Dan discusses how his company is revolutionizing the tax season process for accountants and clients alike. Detailing his passion for tech entrepreneurship, Dan explores StanfordTax's innovative approach to automating tax data collection, enhancing both client experience and accountant efficiency. He also highlights the integration of AI and future developments in tax technology that aim to make the profession more profitable and less time-consuming.

Get the full show notes and more resources at TheUniqueCPA.com

 

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Streamlining Your Tax Season

Streamlining Your Tax Season

Randy Crabtree, CPA