In this episode of the Accounting Insiders podcast, Gary DeHart sits down with Alexander Larson, CPA, MS in Taxation and Co-Principal of Verve Advisors, to discuss how AI, automation, and modern accounting technology are transforming the tax profession. Alexander shares his bold perspective that many traditional tax professionals are focused on preparing returns after the opportunity for meaningful tax planning has already passed. Instead, he believes the future of the profession is proactive, year-round tax advisory focused on helping clients make better decisions before the year closes. Alexander and his team at Verve Advisors take a boutique, invitation-only approach to tax advisory, combining tax planning, accounting, technology, and a network of trusted advisors to create customized strategies for their clients. Alexander also discusses Verve Advisors' proprietary client dossier, which brings tax strategies, projected savings, implementation plans, and future planning opportunities together in one place.
Alexander Larson, LinkedIn: www.linkedin.com/in/alexander-larson-gk
Mitchell Day, LinkedIn: https://www.linkedin.com/in/mitchell-day-bb41b14/