Today, our guest is Dan Berenholtz. Dan is co-founder and CEO of StanfordTax. I like the name, by the way. StanfordTax actually helps automate the data collection of tax to try to make your tax season easier and more efficient and spend less time. And he can probably explain it better than me, but Dan, welcome to The Unique CPA.

Thank you. Thank you for having me, Randy.

Yeah, it’s my pleasure. You and I got to meet a month and a half ago or so, and I was very intrigued to hear what you’re doing. A friend we have in common, Gaynor Meilke, introduced us. And Gaynor always has good insights on what’s going on in the profession. So I was very excited to talk back then. So before we get into wherever we go today, which could be, we’re going to wing this—we’ll see where we go. But wherever we go today, before we do that, why don’t you give us some background on you and then StanfordTax as well?

 

Sure. So I grew up in Queens, New York, lived there my whole life until I was 18. Went to college at Cornell for undergrad, did a year afterward working for the IRS in Washington, DC. It’s a long story how I chose the IRS. We can eventually get into that. But then I went to graduate school at Stanford the following year, discovering that I like tech entrepreneurship. You know, fast forward 10 years from that point, and I’m working on StanfordTax. And at StanfordTax, our main goal is to save accountants and tax preparers a whole lot of time, take inefficient processes, and automate them. I would be happy to go over how exactly, you know, I stumbled upon the world of tax and why I chose to focus my professional career on.

We’ll definitely talk about that. But first off, you intrigued me. Cornell first. What was your undergrad degree in?

So, I did a major in what’s called Industrial and Labor Relations with a minor in Economics. And I remember my last year at Cornell, I was trying to figure out, you know, where do I take things from here? And there was a question mark for me at the time, and so I was thinking about law school. And the way I got to work at the IRS actually was there was a paralegal position there, and, you know, a part of me was like, Dan, you should just go straight to law school. You know, you’ll get good scores on your LSATs, you’ll go to like a top 10 law school, and your life will be set. You’ll make a lot of money and your path will be set for you. But a part of me was also like, Dan, you should really make sure you want to do this. You know, three years of law school and you’re basically, your whole life is going to be practicing law. So do you want to do this? That took me to a paralegal position where I discovered that law is not for me.

No? Well, that was probably a smart way to do it. You know, spending three years to find out that this is not something you’re going to spend your life doing is probably a lot of time and money involved there. You did say that then you found this passion for technology—I think that’s how you said it. Was that while you were at Stanford or is that how you chose Stanford or where did this come into play?

So when I was in D.C. that year, I realized that law is not the path that I wanted to take, and I started exploring other directions. And then I started regretting not doing engineering at Cornell for my undergrad. I stumbled upon a master’s program at Stanford, which was within the engineering school, but it was more like a technical business degree. There were only two prerequisites that I didn’t have—as an economics minor, I took all my calculus and all my math classes, but there were only two classes that I needed to take in order to be able to get accepted to Stanford. And so while I was at the IRS, I signed up for a couple of classes and then got into Stanford. 

Then it was at Stanford that I found myself gravitating towards all the entrepreneurship-related activities that were going on campus. You know, when Mark Zuckerberg came to speak, I wanted to be there. Jack Dorsey, I remember Peter Thiel. I don’t know if it was just the year that I was there, but it seemed like every week there was the founder of Airbnb, Brian Chesky. Every week there was someone, the Instagram founders, they came to speak while I was there. That was before they sold to Facebook, actually. A lot of them were actually Stanford students before they started their companies. And so I was sitting in these classrooms, listening to these founders, and it was a really empowering feeling knowing that they were where I was a few years prior because I was like, maybe I could do that as well. I didn’t appreciate back then how challenging, I think, and how long of a road it is to get to a place where you build a successful product. But that’s definitely the time of my life where I realized, okay, this is what I want to be doing. This is for me.

So entrepreneurship in general, but technology or, you know, building some kind of tech company as well. Was that combination immediately there? Or was it, okay, entrepreneurship, these great leaders that have built these companies that I’ve been able to follow and watch, but they’re all tech-based, that you mentioned, as far as I know. So was that tech, I mean, I guess being at Stanford too, in that area, but tech part of it from day one?

I think it was. Because I think one of the amazing things about technology is that it allows for scalability. I think if I was born a hundred years ago or 200 years ago, I think my path would still be a path of entrepreneurship. So I think it starts with entrepreneurship, but taking that entrepreneurship in a scalable direction is what makes it even more exciting. Technology is the way to do that. So that’s why I like the mix of entrepreneurship and technology.

So a few things you’ve said that really resonate with me is one, you know, finding your passion. I talk about this all the time, especially if you can find your, you know, the way I say it, and I’m sure I stole this from someone else, but the intersection between your passions and your skills, if you can live in that intersection, which I feel I do, it’s just an amazing place to be, because no day feels like work. It just feels like you’re doing what you love to do. I see you’re nodding your head. Is that someplace you feel you’ve gotten to?

I do. I don’t take it for granted because, you know, when I was at Cornell, I think I just chose my major, it was just like a process of elimination type of thing. And so, you know, after Cornell, I was feeling a bit lost, you know, where do I take things, as I mentioned before. I think now I have brought myself to a place where my skills and my passions connect. So when I was at Stanford, I didn’t know how to code. I didn’t have a software engineering background, and my passion for technology actually got me to teach myself how to code. And today I have the skills of software development, and I’m combining that with my passion of building things to improve people’s workflows and people’s lives.

That’s another passion of mine is those efficiencies, especially in our profession. So I think we’ll talk about that a little bit. But one of my passions is figuring out anything we can do to help make this a better profession. Not better, like, “hey, look how good we are,” but better for the people that work in it, as well as the people that we serve. Because if the people that work in the accounting profession are spending all this excess time doing things that they don’t need to, that don’t allow them to concentrate on the things that they’re good at, the high value advisory type items, that’s where we run the risk of burnout. And so one of the things that StanfordTax does, a big thing, is saves time. So let’s get a little into the, when did Stanford start and how long did it take from idea to where you had a product?

Sure. I think it was about four years ago when I was working with my own accountant on my own taxes, and I experienced the process from the client perspective. I was unhappy with the client experience, especially given the amount of money that I was paying the accountant. My accountant, the way that he worked with me, he just told me to send him all the documents that I have. There wasn’t much guidance or there wasn’t really a personalized checklist, “Dan, don’t forget this. Don’t forget that.” I think after I had sent him all my documents, I then discovered later on that I had a document for my student loan interest that he never told me about. And then I was like, wow, I’m paying him, you know, all this money and he didn’t even remember to ask me if I’m paying any student loans. 

From there, I started talking to friends to see what their experience was like. One of my friends connected me with his accountant and told me, you know, you should talk to this accountant, learn more about his workflow. I went to this accountant’s office and that’s when my eyes opened to how much manual work accountants do. I realized that if my experience was poor as a client, the accountant’s experience is actually much worse, and I actually started having a bit more empathy or sympathy for my accountant who didn’t tell me about my student loans because I realized how overwhelmed he must have been during that time period of tax season. Being the software engineer, entrepreneur, you know, the type of person that likes to make processes more efficient, I decided that I wanted to dig further into this industry. That was the start. 

So four years ago, basically seeing a problem on your end and then realizing it was a problem on the accountant’s end too and figure out if there’s a solution you could come up with. So did you jump into that? I mean, how, I mean, were you dabbling? Were you researching? How long, I guess, from this point in time that you saw the problem, did you actually say, Alright, boom, we’re going to make this a business? I assume it was on the side while you were doing other things as well.

Yeah, it was on the side. It started out as a side project that I said to myself, you know, if only my accountant had some sort of form, easy to use, you know, step-by-step form that guided me through the different sources of income, I could have had, the different sources of deductions that might’ve been relevant, you know, did you purchase an electric vehicle this year? Did you pay student loans? If there was a simple form like that, that could have made my experience much better. 

So the initial project was building a form that was really good for the client experience, but on the accountant’s side, it would be really good for them because they would get it in a format that was optimized for them, right? The client would get an optimal experience for themselves and then the accountant would get an optimized experience for them. So I started building this, I got in touch with a good friend of mine from Stanford, who’s also a software engineer and a good friend of mine—we decided to work on this together. We built this thing and then we were excited about having accountants try it out with their clients, and then what we found is that accountants were hesitant to use this thing because something about it felt impersonal. It was a form that was guiding and asking them, who’s your spouse or your dependents? It was even asking them basic info, like what’s your occupation, and information that the accountant should know of their client who’s been with them for five, ten years. 

At that point, we realized that if we are going to automate this experience, the collection of the tax information, we needed to do it in a way that was personalized. We knew that if we can’t find a way to make it personalized, we don’t have something that’s going to work here. That was the first bump in the road that we then had to figure out, okay, so how do we take this form and personalize it? By personalize it, I mean pre-populate all the basic information. But more than just pre-populating it, you know, last year, if there were certain expenses, if someone had a Schedule E or Schedule C, show what those expenses were. There are many different ways of personalizing it. We could get into the details, but that’s, I feel like I’m being a bit verbose.

Please, you can go as long as you want because I’m entranced with this conversation. But let me ask this. So, we’re talking about, I mean, we already teased it and talked about it, but just so everybody understands, we are basically automating the organizer. We’re going from this paper or PDF organizer that somebody has to fill out, to an automated process that’s going to be pre-populated with data from prior year taxes and only then ask the questions that are relevant to this client, which I think is key. And you can correct me where I’m wrong here if I am wrong at all. But in order to get clients to use something that’s going to make our lives, the accountants’ lives, easier, it also has to be easy for them. So you’ve got these 30-40 page organizers that me as a client, I am never going to want to go through that because why would I want to spend all my time filling out this data? So what you’ve done is you got that first aha moment—okay, we do have a business if we can personalize this and make the experience easier on the client end—and so you did that by basically integrating with different tech software and pulling out that. So go through that process then or how that works.

Exactly. I just want to say what you said is exactly correct. Accountants, they saw what we had built in terms of the step-by-step form. They said, this is wonderful. This is much better than this 30-page PDF that a client is most likely not going to fill out. But the PDF that is being exported from my tax software, it’s prepopulated, it has the prior year numbers, and I would rather send them something that’s very cumbersome, that’s personalized, than to send them something that’s a much easier experience that’s not personalized. 

So then my co-founder and I, we assumed that the tax filing software that accountants use would have APIs and be very simple to work with because, in most industries, that’s the case. You just hook into an API. We quickly realized that integrating with this tax filing software was not going to be easy, but we knew that this was the only way to personalize it because where else are we going to get the prior year’s expenses? I mean, it’s all in the tax filing software. It’s the only way to do it. So my co-founder and I, the engineers that we are, figured out how to integrate with the tax filing software in a way that works very well, even without having APIs available.

Alright, that seems key. So let’s talk about the client experience then. We no longer have the 30-40 page PDF that maybe is fillable, maybe you have to handwrite, maybe you have to hand deliver, maybe you can upload, whatever it is, the process now for the client is, I assume it’s an online portal where they’re prompted for the data from last year and there’s an ease of uploading that document. How does it work on the client side?

Yeah. So the client gets an email with a link or a button to enter their organizer. Once they go in, the first thing that they see before they even enter the questionnaire is a checklist that was auto-generated for them by StanfordTax based on their prior year information. So if they had rental property at address XYZ, that would be part of their checklist. Or if they had a 1099-DIV from Bank of America, that would be part of the checklist. They would see that checklist, and that automatically gets marked completed as they go through the questionnaire because the questionnaire goes over all of these items that are relevant to them from the prior year. 

The questionnaire has three sections: basic info, income, then the deductions and credits. For the basic info section, it’s just going to ask them to review the information that’s already on file. It’s prepopulated. If there’s a new dependent, or if there’s a marital status change, obviously they can indicate that. Otherwise, they just review and go next. Once they get to the income section, it shows them what was relevant in the prior year and prompts them to provide that information, and it also gives them an opportunity to let the accountant know about anything new that came up. If they went to Las Vegas and had a big winning, they could indicate that there’s a W-2 G this year or so forth. And then the other way that it’s personalized is it shows the prior year numbers where relevant, so if someone has a Schedule C business, for example, it’ll show them all the expenses that were in the tax return in the prior year. Same with Schedule E or if someone has a Schedule F.

What if there’s, let’s look at a Schedule E real quick, just as an example. Okay, I got Schedule E, I’ve got all my prior year numbers, I think I saw it on a demo, listed on the side, right? Okay, here’s the boxes to put the current year number in. What if I didn’t have any repairs and maintenance last year, but this year I do have repairs and maintenance? How do I, would a repair and maintenance box not show up unless I had it last year? Or is there a button that says, hey, I have additional expenses?

That’s a good question. The boxes would all be there for all the different expense types. If it wasn’t an expense you had last year, it just wouldn’t show up as one of the prior year expenses, but you’d still be able to write it in.

Okay. So it prompts you that, hey, you know, what you had last year is not necessarily everything this year. There is an option, did you have any of these additional expenses? What about, you know, uploading the actual source documents, W-2s and 1099s and anything else. How does that work?

When you begin the income section, it’ll show you the different categories and will prompt you to the ones that are relevant based on last year. For each category, it’ll take you through a line of questioning. For some of those categories, documents would be relevant. For example, if you indicated that you had a job, then the W-2 would be relevant in that case. So as you’re going through the questionnaire, it asks you for those documents in the section where it’s asking you about that particular source of income. For example, with Schedule E, it would ask you if you had a 1099-MISC associated with that Schedule E, and if you said yes, it would ask you to upload it. Or it would ask you if you’re paying mortgage interest on that property. If you say yes, you would then have a place to upload the 1098. So you’re asked to upload the documents in the relevant section within the questionnaire.

Okay. And so for these—

Sorry to interrupt, one more thing.

No, you’re good.

And as you’re uploading the documents, it’ll mark the item as completed from the checklist from the prior year. For example, let’s say you upload a W-2, and last year you had a W-2 from Amazon. When you upload that W-2, StanfordTax will know that the W-2 you uploaded is the one that was from Amazon, which is the one from last year. It does that because StanfordTax OCRs the data from the W-2 and uses the EIN to match the data that was imported from the tax filing software to ensure maximum accuracy.

Alright, so it’s not going to just say, hey, you have a 1099 and then you upload the wrong one and it’ll check it off. It actually verifies that the Bank of America 1099 is the one you uploaded and that’s where it’s, okay. Alright. That makes a lot of sense. I don’t know. Before I go into the accountant experience, anything else on the taxpayer side that you want to highlight?

I’ll just say, you know, we’re hearing very good feedback from accountants about things that their clients are telling them. The completion rates are a lot higher than what they were when they were sending out the PDF organizers.

I was wondering if you had data on that. So you’re hearing it anecdotally, at least—I said the word wrong, I think—but you guys all know what I meant. You’re hearing this—are you able to track that at all? Or have you attempted to, or will you attempt to, come up with this data? Hey, we have a 92 percent completion rate, which would be a nice, at least, marketing tool to have as well.

Yeah, we are tracking it. So we don’t know what the completion rates were with the PDF organizer. Obviously, that’s just anecdotally. 

Hey!

I’m not sure if I said it correctly! But we’re hearing, I mean, believe it or not, we’re hearing that the completion rates with the PDF organizers were under 25 percent in a lot of cases. With StanfordTax, we’re coming close to 75 percent.

Nice.

And the completion rate depends on, you know, with some firms, what we’re seeing is that they’re being selective about who they send the StanfordTax questionnaire to. If there are clients that are older and they know are less technologically savvy, then they’ll be more selective about who they send it to. Obviously, the completion rates will depend on who you send it to.

Oh yeah, for sure. And also just the service level you’re providing as well. You know, some people are just, hey, let’s get data in, let’s get the taxes out. If it’s a client that you are doing advisory on all year long, you know, and they like more touch points, you may not use it as much. It’s still very useful, but it just depends on what you’re doing specifically with your client. But overall, I think it’s a great option. 

Let’s talk about the accountant experience then because, you know, it’s often just like, okay, where’s this data? It’s in five different places. How do I track it? Did I get everything? So how have we made the accountant experience more efficient through this?

Yeah. And this is the part that I’m really excited about and I think the part that will really separate us from everything else out there. I did get into this space through the client experience—however, I think that the big impact here really is what we’re providing accountants with on their end. What we do is, you know, the client will complete this questionnaire and we will create a PDF work paper for accountants automatically. The accountant doesn’t need to do anything in terms of organization. As you know, some of the data that comes into an accountant are documents like a W-2 or a 1099, but other pieces of information are just random pieces of information, like if there’s childcare information, it’s not in any particular 1099 or any particular document. 

So what we do is all of the information that is like random pieces of information that’s not in a 1099 or an IRS form, we actually put that into a PDF organizer. The client will never have to interact with the PDF organizer, but the accountant, every PDF work paper that StanfordTax creates, starts off with an organizer at the very top. That organizer will contain in it the dependents and basically everything that’s not in the form. The rest of the PDF work paper will have all the supporting documents that the client uploaded, and they will be bookmarked so that it will be very easy for accountants to work with and jump places within the PDF. 

I feel like it’s hard to do it justice, you know, just explaining it and talking about it, but the feedback that we’re getting from accountants, we’re cutting the time that they spend by more than half, according to what they’re telling us, because this organization piece is something that they’ve been struggling with and something that they’ve been doing manually.

So it comes into a folder and that folder is organized by the types of documents. You know, probably when I’m going to look at the Schedule C, here’s all the information for that, here’s all the W-2s, here are the DIV statements, the interest statements, but all in one spot, so I don’t have to be picking and choosing all over the place. So when I’ve used organizers in the past or any kind of data collection, it’s like, well, it goes to one spot, then I have to go grab it from there. Then I have to have multiple screens to be able to read it here or because I’ve got multiple places, which is fine, but then I have to do all these steps to get it into maybe a different folder where then I can go up. It sounds like it’s an automated process. Client puts it in, boom, it gets up to you. It’s all automated in one spot. So you just open that folder and I can start data entry.

Yeah, and you can export the data from StanfordTax as a folder or as an actual concatenated PDF. We give you both options.

Oh, okay.

If you export it as a folder, you’ll have all the documents in that folder, including the tax organizer PDF that we put together for you, and it’s all in order in that folder. We prefix each file name with a number so that it has the order for you. But we’re finding that most accountants prefer to work with our PDF and just download the PDF because that’s what a lot of them are doing anyway, is concatenating PDFs.

Which is, I mean, the organizer that you just—is that the PDF you’re talking about, creating the own organizer? Okay.

The PDF I’m talking about is the organizer plus the 1099s and the W-2s and all of that. 

Ah, got it.

It takes all of the documents and merges them into one PDF with bookmarks in it. So in Adobe, you can open up the bookmarks and see a whole table of contents of that PDF. If you have a client with a lot of sources of income, a lot of documents, this PDF will end up being like 50 or 60 pages, but it will have a table of contents, you’ll be able to easily locate things, navigate, jump around based on bookmarks.

Okay, and I always, personally, whether I’m right or wrong, I always like to see the source document, but that source document’s right there, easy to click over to, you know, like the W-2, you know.

Yeah, of course.

Okay. And just so everybody knows, I mean, I know you do demos on your website. I saw a schedule of demos, but a friend of mine, Jason Staats, did a demo of this on his YouTube channel too. So if anybody wants to go watch the Jason Staats demo, I assume he did justice to the software when he did that?

He did. I wish I had his speaking abilities, but he made it entertaining. I think if you would like to really get a deep dive into the features, I think it would be worth scheduling a demo with a member of our team because, you know, obviously Jason’s video is just five minutes. It’s very surface level. But I think he did a good job with that.

Yeah, he always does. I hope he doesn’t listen to this because I don’t want him to hear that I said good things about him. Alright! So I don’t want to go through the accountant experience too quick, but the bottom line is it’s become a lot more efficient. Let me give you a minute here to kind of wrap up that accountant experience and what you’re most proud of on that end of things.

Yeah, I think what makes me most proud is that the accountant can get a PDF work paper from their client with all the information that they need to prepare that return without spending almost any time. StanfordTax will take all the information that the client provides, the documents, the random pieces of information, and put that into a bookmarked PDF. All an accountant has to do is click a button and download a PDF work paper, and they have everything they need organized for them to prepare the tax return for the client.

Yep, efficiency is huge. One thing that I’ve seen in the past, because I go out and talk about, you know, how we can be more efficient, spend less time, charge more, all these kinds of things. One thing that I see often is that tax preparers too often ignore the efficiencies that are out there because, hey, we’ve always done it this way, so we’re going to keep doing it this way. So from a standpoint of integrating new software, I don’t think they nearly look at it as much as they should have. It sounds like this is a very simple integration. You already tie in with probably the software they’re using. Is there anything special you’re doing to overcome that challenge maybe of just the, hey, I don’t have time to implement a new software, or is it just so easy plug and play that the efficiencies are easy to explain?

Yeah. So it’s so easy and fast to get started with StanfordTax. I think a lot of accountants, they’re used to all the other software out there, which you need training and, you know, you have to pay a thousand dollars just for the implementation fee. The nice thing about StanfordTax is that you can literally get up and running in under three minutes. The reason you can get up and running in under three minutes, and I know it sounds like I’m just making this up, but you create an account yourself. You don’t need to book a demo. We encourage you to book a demo, but you don’t have to. Creating an account takes 30 seconds. Now, once you create your account, all you have to do is add clients from your tax software, and StanfordTax guides you as to how to do that. There’s an add clients button, you can’t miss it, it’s literally the only, you know, the only button on the page. Once you create an account and you choose your software, we integrate right now with six tax softwares. You go through the steps for getting the backup file from your tax software, drop it into StanfordTax, and it’s like magic. The questionnaires and the checklists for each client will be right there in front of you. So, you know, it really literally takes under three minutes to get started. It’s really different than anything else that’s out there in the industry.

That’s key for sure. We don’t have a lot of time left, but I want to ask a few things before we wrap up. I mean, obviously, you know, you’re getting this going, started four years ago, implementation starting, you’re getting users out there. I assume that you’re on an ongoing basis, you’re looking for more functionality, more efficiencies built in, especially with AI and things out there like that now. Are you looking at being able to take that source document and auto populate right into a tax return?

That is. That’s the next part of our product roadmap. We are looking into doing that. Right now, Gruntworks does it, SurePrep does it, but there’s not a whole lot of other players out there in the market that do it. We feel that we’re in a good position to do it. We know that we can make accountants’ lives even more efficient if we do that, so that’s the next step.

Yep. And how about, is it possible at some point to go even just grab the documents from, you know, hey, I get my W-2 from ADP. So, you know, as a tax preparer now, I know somehow I can go grab the ADP W-2 for this guy? I’m guessing that’s not at this point yet, or the Merrill Lynch statement, or the mortgage statement or all these, is that something that even would be possible? 

Do you mean the client logging into their bank?

Yeah, that’s what I was thinking. Is it possible because the client still would have to be part of that? They’d have to log in or they’d have to give us access, and they probably shouldn’t give us access to their Merrill Lynch login account and those type of things. So is there a way around that we can still go grab data in the future maybe? I’m guessing not now?

If you’re talking about documents that are sitting in someone’s, you know, Bank of America, Wells Fargo, Citibank. We are working on making it so that clients will be able to log in, and then it would pull the documents there because there are ways to do that. But the accountant would need the client’s log in.

Okay. So that’s something though, just adding more efficiencies on the taxpayer side and on the client side. Alright, before I ask you a couple of final questions, this is very exciting, it is efficiencies—organizers—I was a generalist in accounting for many years and organizers, and data gathering was always the worst thing because you never got everything and it was hard to get, and you always had to follow up with clients. These are the types of efficiencies that get me excited about the future of accountants able to spend less time on the things that don’t make them money and more time on the things they enjoy doing. But before I go to these final couple of questions, any final thoughts you have on the industry, on what you’re doing in a sentence or two?

I’ll just say a lot of accountants are talking about AI. They’re wondering how AI is going to impact their jobs or impact the industry. I just want to say that I think AI is actually going to be very positive for accountants. I think that accountants are ultimately going to make more money and are going to work less hours. I know that those don’t usually go together, work less hours, make more money. 

They should!

I actually think when I look at the industry and I see where it’s headed and I see, you know, the labor shortages that are happening, and I see what AI is able to accomplish, I’m very, very excited for accountants. I just want to say that because I know a lot of accountants are looking at the technology and, you know, some accountants are nervous. What does this mean for me? I just want to say, you know, coming from someone that is from a tech background, I see a very positive outlook for the accounting industry.

I agree completely. Alright, so final two questions. This is a question everybody gets. We just talked about all kinds of tech stuff, getting me excited about the software and how it can make clients efficient, but you don’t spend all your time, I’m hoping, just sitting and programming and coming up with new ideas. I hope you have some outside-of-work passions. What do you enjoy doing when you’re not making accountants’ lives more efficient?

Yeah, I do. So I love to travel and in the winter, I love to snowboard. I’m actually flying to Austria next month.

Oh, wow.

Doing a ski vacation with my siblings.

Nice.

My parents usually don’t join for our sibling trips, but this year they decided that they’re going to be tagging along. So that’s, I’m excited about that. But I just love to travel. The other summer, I, you know, we went to Alaska. Every year, I make sure to go to at least several destinations.

Nice. It sounds like family is a big part of that as well, which is very nice too. And then last question, if anybody wants to find out more info on you and or StanfordTax, what’s the best place for them to look?

Sure, so you can go to StanfordTax.com. 

Alright, awesome. Well, Dan, I appreciate you being on the show today and explaining the work that you’re doing. Again, just thank you so much for being here.

Thank you.