Beyond technology, Farris emphasized a “three-pillar approach” to retaining young professionals, combining advanced tech stacks with meaningful mentorship and an entrepreneurial culture. “Young people crave personal connection more than you think,” Farris noted, arguing that AI should be used to eliminate “grunt work” so junior staff can engage in more fulfilling, client-facing advisory roles earlier in their careers.
The episode provides a roadmap for firm owners looking to scale responsibly in 2026 and beyond.
About Tax Stack AI: TaxStack AI builds AI-powered tools that help small accounting firms modernize and scale by providing accurate, cited tax research and streamlined workflows.






