Reimagining Tax: Building an Advisory-First Practice from Scratch
After a brief hiatus, Building in the Wild is officially back for Season 4. In this episode, Roman and Stacy dive deep into a topic many accounting firms avoid—or approach too traditionally: tax.But this isn’t a conversation about compliance for compliance’s sake. It’s a transparent, behind-the-scenes look at why Full Send is preparing to launch a tax practice built differently—one centered on relationships, systems, autonomy, and sustainable work.This episode doubles as both a vision cast and an open invitation for the right person to help lead what comes next.🔑 Key TakeawaysFull Send is building a tax practice from the ground up, not acquiring oneThe focus is advisory-first tax, not compliance-only workThe role requires an entrepreneurial CPA willing to build and executeStrong systems and culture are the solution to tax-season burnoutRelationships matter more than volume, speed, or checklistsThe opportunity blends ownership with stability, not one or the otherFull Send prioritizes sustainable work, autonomy, and whole humans⏱️ Episode Chapters00:00 – Season 4 Kickoff & Why Tax Now Returning from hiatus, studio commitment, and why tax is the next evolution04:30 – Building vs. Acquiring a Tax Practice Lessons from acquisition attempts and choosing a blank slate approach08:40 – The Unicorn Role: Head of Tax Entrepreneurial mindset, ownership, and early-stage execution expectations13:30 – Culture, Soft Skills & Being a Good Neighbor Humanity, humor, and relationship-first service inside and outside the firm15:20 – Fixing Busy Season with Systems Why burnout is a systems problem—and how intentional design changes it18:30 – Advisory-First Tax Services Proactive planning, right-fit clients, and moving beyond compliance26:50 – Compensation, Timing & Hiring Philosophy Fair incentives, post–April 15 timing, and patience in finding the right fit29:20 – What “Full Send” Really Means Commitment, autonomy, and supporting life beyond workA candid conversation about reimagining tax—why Full Send is building an advisory-first practice from scratch and who it’s for.🔔 Like & subscribe for monthly episodes on what it really looks like to build in the wild.Check us out!Full Send | Accounting & DataCheck us out!Full Send | Accounting & Data
