What does it mean to take a holistic approach to tax planning?

In this episode of Deduct This, Carrie Hammond and Lexi Bonicard sit down with Ami Shah, founder of Ami Shah CPA and partner at PP& Co., to discuss how tax professionals can move beyond compliance and help clients build long-term financial strategies.

Ami shares how she approaches tax planning across multiple years, considering each client’s business, family, investments, retirement goals and overall financial picture. She also explains how proactive planning can support tax savings, asset protection, time savings and peace of mind.

Together, they discuss the evolution of advisory services, strategies for high-net-worth clients, technology’s role in tax planning and how firms can price advisory work based on value and outcomes.

In this episode, you’ll learn about:
- Moving beyond one-year tax planning
- Taking a holistic approach to client finances
- Connecting tax planning to business and personal goals
- Building multi-year tax strategies
- Supporting high-net-worth clients with complex financial needs
- Exploring charitable remainder trusts, QSBS and opportunity zones
- Planning around stock options, RSUs and unrealized gains
- Combining tax planning with asset protection and insurance
- Using technology to identify planning opportunities
- Running database queries to find relevant client strategies
- Using tax planning software to model multiple scenariosq
- Staying current on tax law and case law
- Structuring value-based and fixed-fee engagements
- Pricing advisory services around client outcomes and ROI
- Helping clients understand the value of proactive planning
- Building deeper, more strategic client relationships

Whether you’re a CPA, tax professional, accountant, firm owner or accounting leader, this conversation offers practical insights for expanding advisory services and helping clients make more informed decisions about their financial futures.

Ami Shah LinkedIn: https://www.linkedin.com/in/ami-shah-cpa-9411577/

Listen to more episodes and learn more about Deduct This:
https://www.youtube.com/playlist?list=PLaWmTLz8CSlYqkU5wIsCcL8zOjn-OQS2H

This is where tax professionals come together to share ideas, experiences, and fresh perspectives to help you grow your practice and your future.
We are glad you are here. Let’s get started.

If today’s conversation gave you something new to think about,
Visit intuit.accountants.com for more insights and resources made for professionals like you.

We will be right here, helping you turn expertise into opportunity.

How can tax professionals use AI to improve the client experience without losing the human connection?

In this episode of Deduct This, Carrie Hammond and Lexi Bonicard sit down with Chase Vowell, CEO of Flux Accounting, to discuss how AI and technology are reshaping the way tax firms work with their clients.

Chase shares how his firm uses AI to identify and organize tax documents, support tax organizers and reduce friction throughout the client experience. He also explains why firms need to approach AI strategically, with clear guardrails, quality controls and a strong focus on security.

Together, they discuss how tax and accounting professionals can evaluate new technology, simplify their tech stacks, improve internal processes and introduce AI to clients in a thoughtful, transparent way.

In this episode, you'll learn about:

- Using AI to improve the tax client experience
- Applying AI to tax organizers and document collection
- Identifying, extracting and organizing tax documents
- Using quality controls to verify AI-generated work
- Understanding the current capabilities and limitations of AI
- Setting guardrails for AI in a tax practice
- Communicating with clients about AI and data security
- Reducing friction in the tax preparation process
- Choosing the right technology for your firm
- Integrating tax software, accounting platforms and practice management tools
- Simplifying complex software and API relationships
- Creating repeatable workflows and processes
- Helping staff adopt consistent ways of working
- Finding a low-friction way to begin using AI
- Building a more personalized and sustainable accounting practice

Whether you're a CPA, tax professional, accountant, firm owner or accounting leader, this conversation offers practical ideas for using AI and technology to improve efficiency, strengthen client relationships and build a better way of working.

Chase Vowell LinkedIn: https://www.linkedin.com/in/chase-vowell/

This is where tax professionals come together to share ideas, experiences, and fresh perspectives to help you grow your practice and your future.
We are glad you are here. Let’s get started.

If today’s conversation gave you something new to think about,
Visit intuit.accountants.com for more insights and resources made for professionals like you.

We will be right here, helping you turn expertise into opportunity.

What does it take to modernize a family accounting firm while preserving the personal service that made it successful?

In this episode of Deduct This, Carrie Hammond and Lexi Bonicard sit down with Nick Boscia to talk about taking over his family’s accounting firm and building a more efficient, modern and sustainable practice.

Nick shares how he transformed the firm by moving away from paper-based processes, improving workflows, setting clearer client boundaries and adopting technology that better supports the way his team works—including transitioning from Lacerte Tax to ProConnect Tax and from QuickBooks Desktop to QuickBooks Online.

Together, they discuss practical strategies for tax and accounting professionals looking to modernize their firms, reduce repetitive work, improve client service and create more time for higher-value advisory work.

In this episode, you'll learn about:

• Modernizing a family-owned tax and accounting firm
• Moving from paper-based processes to online workflows
• Transitioning from Lacerte Tax to ProConnect Tax
• Moving from QuickBooks Desktop to QuickBooks Online
• Using automation to reduce repetitive administrative work
• Building more efficient tax and accounting workflows
• Creating clearer boundaries around client communication
• Improving team processes and accountability
• Expanding advisory services
• Pricing accounting expertise based on value
• Choosing the right clients for your firm
• Building a more sustainable practice without sacrificing work-life balance

Whether you're a CPA, tax professional, accountant, firm owner or accounting leader, this conversation offers practical ideas for modernizing your practice, improving efficiency and building a firm that works better for your team, your clients and your life.

Listen to more episodes and learn more about Deduct This:
https://www.youtube.com/playlist?list=PLaWmTLz8CSlYqkU5wIsCcL8zOjn-OQS2H

This is where tax professionals come together to share ideas, experiences, and fresh perspectives to help you grow your practice and your future.
We are glad you are here. Let’s get started.

If today’s conversation gave you something new to think about,
Visit intuit.accountants.com for more insights and resources made for professionals like you.

We will be right here, helping you turn expertise into opportunity.