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

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

Hosted by Yehuda Tenenbaum, EA · business · EN · 16 episodes

Audience: 2

About this Podcast:

Tax Tech Simplified is the show for tax and accounting firm owners who want their practice to run on their terms. Each episode, Yehuda Tenenbaum, EA either sits down with a firm owner to talk about how they actually run things day to day, or breaks down a specific tool, workflow, or automation you can put to work right away.

Pitch Analysis

Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

29%

Guest openness

Selective

Verified email on file
80/100
Required Score

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

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

Tax Tech Simplified is the show for tax and accounting firm owners who want their practice to run on their terms. Each episode, Yehuda Tenenbaum, EA either sits down with a firm owner to talk about how they actually run things day to day, or breaks down a specific tool, workflow, or automation you can put to work right away.

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

Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way is hosted by Yehuda Tenenbaum, EA. The show has published 16 episodes to date.

What has Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way covered recently?

Recent episodes include "Ep. 15 - You Don't Need AI to Run a Profitable Firm. Here's What You Do Need. with Brad Wooten" (8 September 2026, 58 minutes), "Ep 14: From Front Desk to Firm Owner, with Jenny Rozelle" (1 September 2026, 58 minutes), and "Ep. 13 Making Accounting Agents Actually Useful" (25 August 2026, 24 minutes).

How often does Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way publish?

Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way publishes roughly every two weeks, with episodes averaging 48 minutes across 16 episodes.

How hard is it to get booked on Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way?

Booking probability for Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way is 29%, and the host is rated Selective on guests. Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way requires a Pod Score of 80 or higher. Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way's contact route on record: verified email.

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

The strongest fits for Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way are Accounting, Tax & Payroll and IT Services & Software Development. Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way has a business audience.

About the host

Yehuda Tenenbaum, EA hosts Tax Tech Simplified: how to run the firm you want using tech to actually help you along the way, a business show with 16 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Episode #15

    Ep. 15 - You Don't Need AI to Run a Profitable Firm. Here's What You Do Need. with Brad Wooten

    Sep 8, 202658 min

    You watch one video about how somebody automated their entire firm, and you spend the rest of the day quietly convinced you are going out of business. Brad Wooten has been running Wooten CPA in Orlando since 2019. Going...

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

    Ep 14: From Front Desk to Firm Owner, with Jenny Rozelle

    Sep 1, 202658 minS14

    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...

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

    Ep. 13 Making Accounting Agents Actually Useful

    Aug 25, 202624 minS13

    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...

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

    Tax Tech Simplified: Dissecting your tech stack!

    Aug 18, 202625 minS12

    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...

  • Episode #11

    Accountants, You Are Creative!

    Jul 24, 202654 min

    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...

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  • Episode #10

    You're Still Rebuilding the Same Report Every Month. Here's the Fix.

    Jul 6, 202651 min

    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...

  • Episode #9

    Ep. 9: Upkeeping Around the World with Erin Pohan

    May 12, 202658 minS1

    <p>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...

  • Episode #8

    Ep. 8 with Randy Crabtree

    Apr 24, 202648 minS1

    <p>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...

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

    Ep. 7: She Did Everything Right… Then Chose a Different Path with Rebecca Driscoll

    Feb 9, 20261h 8mS0

    <p>Have you ever wondered if the “right” accounting path you’re on is actually the best one for you?</p><p></p><p>Many accountants do everything by the book—climb the ladder, build the firm, serve the clients—only to...

  • Episode #6

    Ep 6: She Trained at Juilliard, Then Built a 40-Year Tax Career Helping Artists, Audits, and the IRS

    Jan 23, 20261h 9mS1

    <p>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...

  • Episode #5

    Episode 5: Software Engineer to AI Accounting with Helen Hastings

    Jan 9, 202644 minS1

    <p>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...

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

    Episode 4: From IRS Agent to Taxpayer Representative with Michael Raanan

    Dec 26, 202552 minS0

    <p>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...

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

    Episode 3: Empowering Tax Pros with AI - A Conversation with Jack Mao

    Dec 12, 202544 minS0

    <p>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...

  • Episode #2

    Episode 2: From Professor to Tax Professional with Jeremy Wells

    Nov 28, 202558 minS0

    <p>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...

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

    The People Behind the Books Trailer

    Nov 14, 20252 minS0

    <p>Welcome to the People Behind the Books, a show where we explore the human side the tax and accounting world.</p>

  • Episode #1

    Episode 1: Educating the Next Generation with Micha Siegel

    Nov 14, 20251h 3mS0

    <p>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...

Guest Appearances

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