Building in the Wild

Reimagining Tax: Building an Advisory-First Practice from Scratch


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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 Takeaways

  • Full Send is building a tax practice from the ground up, not acquiring one
  • The focus is advisory-first tax, not compliance-only work
  • The role requires an entrepreneurial CPA willing to build and execute
  • Strong systems and culture are the solution to tax-season burnout
  • Relationships matter more than volume, speed, or checklists
  • The opportunity blends ownership with stability, not one or the other
  • Full Send prioritizes sustainable work, autonomy, and whole humans


⏱️ Episode Chapters

00:00 – Season 4 Kickoff & Why Tax Now
Returning from hiatus, studio commitment, and why tax is the next evolution

04:30 – Building vs. Acquiring a Tax Practice
Lessons from acquisition attempts and choosing a blank slate approach

08:40 – The Unicorn Role: Head of Tax
Entrepreneurial mindset, ownership, and early-stage execution expectations

13:30 – Culture, Soft Skills & Being a Good Neighbor
Humanity, humor, and relationship-first service inside and outside the firm

15:20 – Fixing Busy Season with Systems
Why burnout is a systems problem—and how intentional design changes it

18:30 – Advisory-First Tax Services
Proactive planning, right-fit clients, and moving beyond compliance

26:50 – Compensation, Timing & Hiring Philosophy
Fair incentives, post–April 15 timing, and patience in finding the right fit

29:20 – What “Full Send” Really Means
Commitment, autonomy, and supporting life beyond work


A candid conversation about reimagining tax—why Full Send is building an advisory-first practice from scratch and who it’s for.


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Full Send | Accounting & Data



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Full Send | Accounting & Data

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Building in the WildBy Full Send