Dark Horse CPAs hires David Garzon as VP of Tax Strategy and Innovation

2 hours ago
By AI, Created 17:30 UTC, Jun 23, 2026, AGP -

Dark Horse CPAs said June 23, 2026, that David Garzon is joining the firm to lead tax strategy, process innovation, and scalable advisory systems. The move is aimed at improving workflows and helping the accounting firm deliver more connected tax support to small-business clients nationwide.

Why it matters: - Dark Horse CPAs is betting that better systems, not just more staff, will help its tax practice scale. - The hire is meant to improve client service by reducing administrative friction and freeing tax professionals to spend more time advising clients. - The move reflects a broader push to combine technical tax expertise with workflow design and technology-enabled support.

What happened: - Dark Horse CPAs announced the hiring of David Garzon as VP of Tax Strategy and Innovation on June 23, 2026. - Garzon will lead firmwide tax strategy, process innovation, and scalable advisory infrastructure. - The firm said Garzon will help strengthen its tax practice through improved systems, connected workflows, and technology-enabled advisory support. - Dark Horse CPAs serves small businesses across the country.

The details: - Garzon brings experience in tax, operations, process improvement, and technology initiatives. - Garzon said he is focused on systems and processes, not only technical tax work. - Garzon said the role gives him a chance to build systems at scale and create more leverage for practitioners and clients. - Garzon said innovation should help expertise scale faster while improving the client experience. - Garzon said clients care about answers, informed decisions, and confidence in their advisor, not about software or internal processes. - Garzon said innovation should reduce friction, simplify complexity, and let tax professionals spend more time delivering value. - Garzon’s first-year priorities include improving firmwide tax workflows, creating more consistency across key processes, and building systems that help tax professionals scale their expertise more effectively. - Dark Horse CPAs says its practitioner-first model positions the firm to help entrepreneurial CPAs grow without building alone. - The firm says it provides integrated tax, accounting, and CFO services to small businesses and individuals across the U.S. - Dark Horse CPAs says it was founded to save small businesses and their owners from subpar accounting and tax services and subpar client experiences. - The firm says it aims to bring small businesses tax strategies and accounting insights previously reserved for big business. - More information is available on Dark Horse CPAs. - Dark Horse CPAs also lists its LinkedIn page.

Between the lines: - Chase Birky, CEO and co-founder of Dark Horse CPAs, said the firms that win over the next decade will pair strong technical talent with systems that help that talent go further. - Birky said Garzon understands the tax work, the operational friction, and the opportunity ahead. - The hire signals that Dark Horse wants to turn operational efficiency into a competitive advantage as it grows. - Garzon’s comments also suggest the firm sees automation and workflow design as a way to improve advisor capacity without sacrificing client relationships.

What's next: - Garzon will focus first on tax workflow improvements and consistency across core processes. - Dark Horse CPAs is expected to keep building infrastructure that supports more connected tax delivery across the firm. - The company’s leadership says the new role is part of a longer-term effort to make its professionals more effective and its client experience stronger.

The bottom line: - Dark Horse CPAs is adding a senior leader to make tax delivery more scalable, more consistent, and less dependent on manual coordination.

Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.

Sign up for:

Small Business World Magazine

The daily local news briefing you can trust. Every day. Subscribe now.

By signing up, you agree to our Terms & Conditions.

Share this page:

Advanced Search Options

Search for:

Search scope:

Type:

Search in:

Date range:

The last

Sort by:

Sign up for:

Small Business World Magazine

The daily local news briefing you can trust. Every day. Subscribe now.

By signing up, you agree to our Terms & Conditions.