Practice management, tax and bookkeeping software, the client portal, AI tools. Book a 45-minute call with a practicing EA who runs a firm on a modern stack every day, and leave with a straight recommendation for your firm's size and the way you work.
One flat fee · 45 minutes on Google Meet · written recap and next steps after the call.
Solo practitioners to firms with dozens of staff. What matters is that a software decision is in front of you and you want a practitioner's view before you commit.
You're tracking returns, deadlines and who has what in Excel or email
You're about to sit through vendor demos and want an independent view first
You came from a large firm and want a stack built for a smaller one
You've outgrown the tools you started with and don't know what's next
You're paying for software your team barely uses, or for two tools doing one job
You want to use AI but aren't sure what's safe to do with client data
You tell me what you want to cover when you book, so the call starts on your question, not on introductions.
Tracking every return and engagement, who has it and where it stands. Choosing a platform, moving off spreadsheets, or deciding whether to switch from the one you have.
How your prep, review and bookkeeping tools fit together, and where the handoffs between them cost your team time.
Portal, organizers, document requests, e-signatures and payments. What your clients touch, and how to make it one place instead of five.
Where AI actually helps a tax firm today (prep, review, research, client communication), where it doesn't yet, and how to keep client data protected while you use it.
One call, one flat fee, no ongoing commitment.
The booking form asks what you'd like to cover. Your current tools, your team size and the decision you're facing is plenty.
45 minutes on Google Meet. We walk through how work moves through your firm today, where it breaks, and what the options look like for a firm your size.
After the call you get a short written recap: what I'd recommend, why, and the order to do it in, so you can take it back to your partners.
I'm Yehuda Tenenbaum, EA and founder of Y10 Tax Solutions. I run my practice on a stack I picked and wired together myself: practice management, tax software, bookkeeping, a corporate card, call recording and AI tools that do real work in the firm every day.
I also talk to the people building these tools all the time, on my podcast and in software assessments. So you get a view from inside a working firm, plus a good sense of where the products are headed.
Anything not covered here? Just reach out before booking.
45 minutes, one flat fee, and a recommendation built around your firm.