
Ricky Levina
Co-Founder & CEO of Taxfyle, a digital tax preparation platform connecting individuals and businesses with licensed CPAs.
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Aug 5, 2026
Episode 263: The Future of Tax Services for Financial Advisors
10:20
10:29
10:43
11:07

Ricky LevinaGUEST
You know, even though we've, you know, all our old machine learning APIs and OCR APIs are all now agentic driven, right? And you have to.

Ricky LevinaGUEST
And I would say that the tech world, you know, is not as exciting as it probably was in 2015, you know, because I feel like a lot of the capital market has moved just, you know, into NVIDIA essentially.

Ricky LevinaGUEST
You know, technology with a small t, you know, so these are not the Googles of the world, but, you know, entrepreneurs like myself are essentially blocked from the traditional seed rounds and A rounds and B rounds and seed rounds AC before they go IPA, right? So, IPO, excuse me.

Ricky LevinaGUEST
Infrastructure is demanding the most amount of dollars right now, and you have to be tripling or quadrupling in order for the big VCs that are writing bigger checks to – take an interest in you, which is obviously a very high bar, right? So that's blocking out a lot of the entrepreneurial spirit.