The Fun CPA Podcast
It is no secret that the accounting profession needs a fresh perspective after years of status quo.
The Fun CPA podcast aims to bring exactly that. Fun, refreshing and unique perspective on a profession that needs it the most.
The conversations I will bring to you will bring you and your firm value. We discuss pricing, firm management, technology, social media and mental health. The guests on the show range from small accounting firm owners to big firm partners to incredible mental health coaches to our profession and much much more.
Give it a listen, the fresh perspective you been waiting on is here!
The Fun CPA Podcast
Solo Episode - 2026 Tax Season Breakdown (Good, Bad and Ugly)
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In this episode, Yuri reflects on the 2026 tax season, sharing the highs, lows, and lessons learned along the way. Whether you're a solo CPA or managing a growing firm, this episode offers practical insights into tools, workflows, and mindset shifts to navigate busy periods more effectively.
- Breakdown of the 2026 tax season experience and key challenges faced
- Document collection pitfalls and exploring new tech solutions
- Software considerations: Drake, ProConnect, Stanford Tax, Soroban, Truss
- Strategies for managing workload, burnout, and client communication
00:00 - Introduction and episode overview
01:10 - Reflecting on the confidence at the start of the season
04:00 - Highlights: $140K revenue and billing methods
05:22 - Business entity handling: 60 S-corps, 93 1040s, and 60 1065s
07:47 - Podcasting and balancing workload
08:48 - The main issue: Document collection breakdown
09:42 - Challenges with Tax Dome and new features
11:23 - The importance of team access and oversight
12:47 - Workflow issues: Tracking submission and missing documents
13:42 - Burnout from managing incomplete document submissions
15:18 - Exploring alternative software solutions
16:55 - Comparing Drake, ProConnect, Stanford Tax, Soroban, and Truss
21:21 - Features of Soroban and AI document integration
22:23 - Truss: All-in-one platform with robust features
25:09 - Stanford Tax’s efficient work paper generation
27:02 - The power of automation and AI in modern tax prep
28:28 - Concerns with multiple platforms and risk diversification
29:23 - The importance of starting lean and growing with tools
30:52 - The value of tackling challenges step-by-step
33:01 - Considering ProConnect and its features
34:23 - Potential benefits of ProConnect’s auto-import
35:40 - Personal insights on transitioning software and managing risk
37:57 - Evolution of the firm: From Google Drive to advanced PM tools
40:04 - Final thoughts: Keep it simple, start small, grow smart
42:13 - Upcoming projects and personal life updates
43:11 - Closing remarks and thank you to listeners
