#tax planning
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.
OneForm vs Typeform for Accountants: Why CPA Firms Switch
OneForm turns each client response into an AI-drafted report your team approves before it's sent; Typeform, Jotform and Google Forms collect answers well but don't list that step.
One Big Beautiful Bill Tax Changes: 2026 Client Planning Guide
The OBBBA made most 2017 cuts permanent, added tips, overtime and senior deductions through 2028, raised the SALT cap and limited itemized deductions from 2026.
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.
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.