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#firm operations
Tax planning12 min read
Tax Planning Questionnaire: 60+ Questions to Ask Clients by Life Area
A tax planning questionnaire asks clients what changed and what they plan, by life area, with screening questions first so only real opportunities get detailed follow-ups.
Brian Davis, CPA, CFE · October 11, 2026
Firm operations12 min read
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.
Brian Davis, CPA, CFE · October 11, 2026
Firm operations12 min read
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.
Brian Davis, CPA, CFE · October 11, 2026
Firm operations11 min read
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.
Brian Davis, CPA, CFE · October 11, 2026