A book by Ryan Munoz, EA
The Next Gen Firm.
Why the tax return became a commodity, and how tax firms win with advisory, AI and wealth management. Publishing May 2027. Join the list and we will send you the free PDF when it is released.
Inside the book
Eighteen chapters, one method.
Why the return became a commodity: the retirement wave among practice owners and their clients, and what software, AI agents, offshoring and private equity have done to the price of a return.
Planning that begins with a number, pricing the judgment, the advisory calendar, AI workflows, the stack, and wealth management inside the tax firm.
Retirement income, business sales, estates, charitable planning, insurance and real estate, all read through the Code. Then the economics, the first twelve months and the rules in one place.
Free PDF
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The author
Ryan Munoz, EA.
Federally authorized to practice before the Internal Revenue Service, and the founder of Trinity Tax Strategies.
A licensed financial advisor who operates as a fiduciary, which is why the book puts wealth management inside the tax plan.
An Enrolled Agent led tax firm at The Star in Frisco, serving clients in all 50 states.
The book is educational and is not tax, legal or investment advice for any particular situation. Your name, firm and email are used only to send you the book and are handled under our privacy notice.