About Tax Stack AI
Leveling the playing field for small accounting firms with enterprise-grade AI tools — without the complexity or cost.
Meet the Founder
Rachel Farris, CPA
Founder & CEO, Tax Stack AI
Rachel Farris is a nationally recognized CPA and thought leader at the intersection of technology, tax strategy, and entrepreneurship. Named as one of Forbes' Top 200 CPAs and one of CPA Practice Advisor's 40 Under 40 Top Accounting and Tax Professionals, Rachel is dedicated to reshaping the future of accounting through innovation and education.
In addition to founding Tax Stack AI, Rachel leads her own accounting practice specializing in Act 60 tax strategy. She's been featured on numerous podcasts — including How To Money, Leaders of the Ledger, Money Tree Investing, Financial Trailblazers, and more — and has led webinars for major industry platforms such as CPA Academy and Earmark.
She has spoken at the Accounting Thought Leader Think Tank Symposium, presented before a congressional delegation on how the IRS can better reach Gen Z, and even delivered a TEDx Talk on how entrepreneurship fosters financial literacy in young people.
She has contributed to articles published by Accounting Today, California Tax Lawyer, Journal of Marketing Education, and more.
"When small firms have access to the right technology, they can compete — and win — at any level."
Our Mission
At Tax Stack AI, we believe small accounting firms deserve the same technological advantages as the industry giants — without the complexity, cost, or steep learning curve.
Our mission is simple: to help accountants modernize their practices through accessible, practical AI-powered tools that enhance efficiency, client service, and profitability.
We know what it's like to juggle client work, deadlines, and compliance while still trying to stay ahead of technology. That's why Tax Stack AI was designed from inside the profession, not from the outside looking in.
Why We Built This
When our founder, Rachel Farris, CPA, set out to integrate AI into her own accounting firm, she ran into the same barriers most small firms face today:
Generic Tools
AI tools that didn't understand accounting workflows
High Costs
Expensive platforms small firms couldn't fully utilize
Poor Quality
Chatbots that couldn't handle nuanced tax topics
So Rachel decided to build the solution herself.
Tax Stack AI was born out of that frustration — a platform designed specifically for accountants who want to embrace innovation without as much risk.
Our Vision
Tax Stack AI exists to level the playing field for accountants. We believe innovation shouldn't be intimidating — it should be empowering. Whether you're a solo practitioner or a growing firm, we're here to help you confidently adopt AI that's built for accounting, not Silicon Valley.
We don't just build tools. We build trust, efficiency, and opportunity — one firm at a time.
Ready to modernize your practice?
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