"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance Tech E38: AI-Powered Tax Solutions are Really Here, with Fifteenth Founder Ankur Dahiya
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Mar 12, 2025 Ankur Dahiya, Founder and CEO of Fifteenth, dives into the world of modern tax solutions. He shares his journey from engineer to entrepreneur, highlighting the complexities he faced with stock options. Ankur discusses how Fifteenth blends expert CPAs with AI to automate mundane tasks, freeing professionals to focus on strategy. He predicts a future where AI will simplify tax processes for most clients while maintaining high-quality advisory. Plus, he offers insights into the challenges of scaling a tax firm and navigating the fundraising landscape.
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From Flexport Frustration To Tax Teaching
- Ankur struggled to find competent CPAs while at Flexport and taught himself complex equity tax topics.
- He ran popular tax seminars and shared detailed spreadsheets with colleagues to fill the gap.
Why Tax Tech Is Ready Now
- A shrinking CPA workforce and rising tax complexity create a supply-demand gap in tax services.
- LLMs arriving now make automating document understanding and scaling services feasible.
Automate Data, Keep Humans For Strategy
- Automate mundane CPA tasks like data entry and document follow-ups so humans focus on planning and client relationships.
- Use AI for OCR and extraction but keep humans as the trusted client-facing advisors.