From Crisis to Client-Centered Growth | How Kristy Pack Built a New Tax Model for Real People cover art

From Crisis to Client-Centered Growth | How Kristy Pack Built a New Tax Model for Real People

From Crisis to Client-Centered Growth | How Kristy Pack Built a New Tax Model for Real People

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 In this episode, Cheri and Jason sit down with Kristy Pack, founder of Pack Tax, whose journey from working mother to driven entrepreneur reshaped not only her career, but also the tax experience for thousands of everyday families. What started as a search for flexibility during early motherhood became a fast-growing, multi-location firm serving more than 10,000 clients a year. Kristy shares the decisions, challenges, and risks that led her to build a business grounded in transparency, accessibility, and genuine human connection.

Listeners will hear how Kristy navigated career pivots, financial uncertainty, and the emotional pressure of supporting a young family, all while betting everything on a different kind of tax firm: one designed for regular people who often fall between the cracks of traditional accounting services. Her story highlights the power of clarity, moral conviction, and building a service-first company culture in an industry not known for warmth or flexibility. This episode features Kristy’s insights on modern tax strategy, the flaws in the current system, how business owners can save meaningfully by understanding their options, and why Pack Tax’s client-first approach has built not just a business, but also a community.

What You’ll Learn:
  • Why designing a business around real-life needs—flexibility, community, accessibility— can become a competitive advantage
  • How Pack Tax grew by focusing on regular families and small businesses underserved by traditional firms
  • The tax strategies that most small business owners miss, but can save thousands with the right structure
  • How transparency and client education build loyalty in a complex, often confusing industry
  • The core values that guide Pack Tax’s culture: relationships, accuracy, data security, and no-ego collaboration
  • How to navigate conflicting tax advice from “old school” accountants versus social media-driven shortcuts
  • What it takes to grow a people-first company that balances joy, rigor, and constant improvement

Connect with Kristy Pack:
  • Website: https://pack.tax/
  • LinkedIn: Kristy Pack
  • Instagram: @kristy.packtax

Want to Connect?
Cheri@MWCN.org
zachary.reed@pwc.com

Meet the dedicated members of our podcast committee who curate content, organize interviews, and ensure the success of The MountainWest Capital Network Podcast “Welcome to the Winners’ Circle.”

Cheri Waldron, MWCN Executive Director
Jason Roberts, MWCN President, Podcast Chair and Managing Director, Protiviti
Kevin Jessop, MWCN Chairman and Chief Marketing Officer, IMA
Garit Lawson, MWCN Podcast Vice-Chair, Managing Director, Forbes Partners
Zachary Reed, MWCN Podcast Producer, Senior Associate, PwC LLP
Katie Brown, MWCN Business Operations Specialist
The LaunchPod Media Team
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