15 years inside the profession. A new way to apply it.
The story behind TaxStackIQ — why I started it, who I help, and the perspective I bring that you can't buy off the shelf.
I almost double-majored in accounting and information systems 20 years ago. I chose tax — but the technology side never left me.
For 15 years I built a career in public accounting, eventually as a partner at a Top 20 firm. I sat close to the technology decisions but rarely got to make them. When I co-founded my own practice, picking the stack was one of the things I was most excited about. Then AI changed the conversation entirely.
What I realized is this: the firms that win the next decade won't be the ones with the flashiest tools. They'll be the ones that picked the right tools for their workflow, integrated them properly, and managed the change well enough that their teams actually used them.
That's harder than it sounds. I've watched large firms lose millions in revenue because the technology was right but the change management wasn't. I've watched small firms buy software that solved one problem and created three new ones. Over 15 years across both enterprise and closely held environments, I've learned what actually holds up under real client pressure — and what doesn't.
I'm not a coder. I'm not an AI builder. I'm the person who understands how firms actually operate, what the workflows really look like, and where new tools can step in without breaking what's already working.
That's the gap TaxStackIQ sits in.
Accounting first.
Process design starts with how the work really gets done — not how a vendor thinks it should.
Workflows that work.
The goal isn't more tools. It's the right tools, integrated properly, used consistently.
Change is where savings live.
Buy-in matters more than features. I've seen firms lose millions to bad change management.
