Brian Davis, CPA, CFE
Founder & CEO, OneForm
Brian Davis, CPA, CFE, is the founder of OneForm and a practicing accountant. He has been recognized as one of CPA Practice Advisor’s 40 Under 40. He leads One Stop CPA, a virtual tax advisory practice, and is the creator of 10Key, a suite of interactive tax planning tools for advisors. Brian serves on the advisory boards for the Digital CPA Conference and CPA.com Startup Accelerator, regularly contributes insights to CPA.com, the AICPA, and the Journal of Accountancy, and collaborates with accounting technology companies like TaxDome and BlueJ—tools he uses firsthand in his own practice.
20 posts by Brian
Year-End Tax Planning Checklist 2026: Deadlines, Limits and OBBBA
Confirm December 31 moves, the January 15, 2027 estimate and the April 15, 2027 IRA and HSA deadline, using 2026 limits and the new OBBBA charitable and SALT rules.
S Corp Reasonable Compensation: How to Set and Defend Owner Salary
S corp reasonable compensation is the market-rate salary a working shareholder must be paid before distributions; the IRS sets no percentage, so duties, hours and market data decide it.
Short-Term Rental Tax Loophole: Rules, Tests and Records for 2026
With an average guest stay of seven days or less and material participation, short-term rental losses are nonpassive and can offset wages and other active income.
How to Sell Tax Planning Services: Packaging, Pricing, Follow-Up
Start with clients who have the most to gain, show each a written findings report first, then offer fixed-fee planning tiers with their own engagement letter and follow-ups.
AI in Tax Practice: Section 7216, Circular 230 and Safe Use
Tax firms can use AI if they control client data under §7216, review every draft as Circular 230 requires and vet AI vendors in their FTC Safeguards Rule security plan.
Lead Magnets for Accounting Firms: What Works and Why
Interactive checkups that return a reviewed, personalized tax report qualify prospects and start consultations; static PDFs capture an email and little else.
Client Intake Form for Accounting Firms: What to Ask and Skip
Ask only what you need to qualify, scope and price the engagement, in seven sections, and keep SSNs, bank details and ID copies out of the web form.
Accounting Firm Client Onboarding Process: 8 Steps With Owners
Run onboarding as eight owned, timed steps: respond, qualify, intake, engagement letter, identity and secure access, documents, kickoff and a first deliverable.