Transform OBBBA's 10-15% complexity increase into 50% higher revenue per client with these five strategic advisory approaches that integrate seamlessly into your existing compliance workflows.
Highlights
- Discover five actionable tax advisory strategies to help your firm capitalize on the One Big Beautiful Bill Act (OBBBA).
- Learn how to leverage AI tools, client segmentation, and repeatable service packages for scalable advisory growth.
- Find out how to integrate advisory services into your current practice without disrupting compliance workflows.
The passage of the One Big Beautiful Bill Act (OBBBA) has created unprecedented complexity in the U.S. tax landscape, with clients urgently seeking guidance on ways to minimize their 2026 tax liability. While this 10-15% increase in tax return complexity may seem daunting, forward-thinking firms recognize a powerful opportunity: advisory doesn’t have to wait until after tax season.
The reality is clear: firms that position themselves as proactive strategic partners, rather than reactive compliance processors, can transform regulatory complexity into recurring advisory revenue. These five strategic tax advisory tips will help your firm capitalize on OBBBA’s complexity through low-effort, high-impact actions that won’t disrupt your existing compliance workflows.
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Why OBBBA accelerates the shift to advisory services
1. Leverage quick questions during routine client interactions
2. Use AI-powered tools for client insights and opportunity identification
3. Offer strategic check-ins for tax planning
4. Segment your client base by OBBBA impact
5. Package advisory services into repeatable offerings
Making advisory work within your current practice
Your next steps toward strategic advisory growth
Why OBBBA accelerates the shift to advisory services
OBBBA represents more than just another layer of tax complexity. It’s a catalyst for meaningful transformation in how firms deliver client value. The legislation creates and modifies numerous tax provisions, creating new reporting requirements, eligibility thresholds, and interpretation nuances that directly impact both business and individual clients.
This complexity equals opportunity. According to recent industry data, accounting firms offering advisory services see up to a 50% increase in monthly revenue per client. Current spending on tax planning solutions in the U.S. is estimated at $60 to 90 million, with a total addressable market reaching as high as $550 million.
Clients navigating OBBBA’s changes are seeking a trusted partner to guide them through unfamiliar territory. The ripple effects touch everything from small business structures to estate planning, creating natural conversation starters for strategic planning discussions. By acting as a strategic advisor, your firm can help clients optimize outcomes while building the foundation for sustained advisory relationships.
Here are 5 low-effort, high-impact tax advisory tips in the new era of the One Big Beautiful Bill Act.
1. Leverage quick questions during routine client interactions
Transform routine compliance conversations into advisory touchpoints by incorporating strategic questions into your existing client interactions. These simple questions serve as “advisory lite” — minimal disruption to your current workflows while maximizing insight into client planning opportunities.
Strategic questions to ask during regular check-ins:
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- “How will the new deduction for overtime pay affect your year-end planning?”
- “Have you considered the implications of tip income modifications for your business structure?”
- “Are there any multi-state filings to be aware of this year?”
The key is consistency. Train your team to ask the same strategic questions across all client interactions, ensuring no opportunity is missed. By systematically incorporating these conversations into existing touchpoints, you create a foundation for sustained advisory growth.
2. Use AI-powered tools for client insights and opportunity identification
Modern technology democratizes advisory expertise across all levels of your firm, enabling consistent service delivery regardless of staff experience. These tools address the traditional advisory bottleneck where knowledge lives only in senior professionals’ heads.
Essential AI-powered tax planning capabilities:
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- Automatically identify OBBBA-specific planning opportunities
- Analyze client data to surface relevant strategies
- Provide systematic opportunity identification
- Offer step-by-step guidance for junior staff
- Flag high-impact areas requiring immediate attention
The efficiency gains are substantial. Instead of manually reviewing each client file for planning opportunities, automated systems can flag high-impact areas such as shifting tax brackets, bonus depreciation implications, or SALT considerations. This allows your team to focus on strategy development and client communication rather than data analysis, creating more capacity for value-added advisory work.
3. Offer strategic check-ins for tax planning
Proactive outreach positions your firm as a strategic partner rather than a transactional service provider. OBBBA creates natural conversation starters for tax planning discussions, giving you compelling reasons to reach out to clients with valuable insights and recommendations.
Structure value-added check-ins:
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- Position as educational sessions, not sales conversations
- Share relevant OBBBA insights and implications
- Identify areas where clients need additional support
- Focus on helping clients navigate year-end decision deadlines
Consider packaging these check-ins into systematic offerings such as “OBBBA Impact Reviews” or “Strategic Planning Sessions.” This approach creates repeatable processes that can be consistently delivered across your client base while generating natural pathways to more comprehensive advisory engagements.
4. Segment your client base by OBBBA impact
Not all clients are equally affected by OBBBA provisions, making strategic segmentation essential for efficient resource allocation. Focus your advisory efforts where they’ll deliver maximum value by identifying clients most impacted by specific changes.
High-priority client characteristics:
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- Pass-through business owners relying on QBI
- Small business owners with frequent equipment/vehicle/technology purchases
- High state/local tax exposure with itemized deductions likely
- Workforces with material tip income and/or overtime wages
- Previous year tax planning complexity
High-impact clients warrant comprehensive planning reviews and ongoing advisory relationships, while lower-impact clients can be served through educational content and basic planning guidance. This segmentation enables targeted outreach strategies and customized service offerings.
5. Package advisory services into repeatable offerings
Systematize your advisory delivery through standardized service packages that can be consistently priced and delivered across your client base. Repeatable packages solve multiple challenges simultaneously while creating scalable growth opportunities.
OBBBA-specific service packages:
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- “Overtime Impact Analysis”
- “Tip Income Planning Review”
- “Multi-State Compliance Assessment”
- “Year-End Strategy Optimization”
- “OBBBA Compliance Readiness Review”
Repeatable packages with consistent pricing frameworks protect margins while ensuring all clients receive comprehensive service regardless of which team member delivers the work. Standardized processes also enable efficient training and quality control, allowing you to scale advisory services without overwhelming senior staff.
It is critical to find the balance between standardization and customization. While the delivery process should be systematic, the insights and recommendations must be tailored to each client’s unique situation.
Making advisory work within your current practice
Implementing these tax advisory tips doesn’t require a complete practice overhaul. The most successful firms integrate advisory services gradually, building on existing client relationships and leveraging current workflows wherever possible. Start with pilot implementations focused on your most OBBBA-impacted clients, then scale successful approaches across your broader client base.
Address common concerns about resource allocation by emphasizing efficiency gains from systematic processes and technology adoption. When advisory services are properly structured with repeatable methodologies and AI-powered support tools, they actually reduce the overall workload per client while generating higher revenue per engagement.
The transformation from compliance-focused to advisory-enabled practice is evolutionary, not revolutionary. By taking measured steps that build on your existing strengths while gradually expanding your service offerings, you can successfully navigate this transition while maintaining operational stability and client satisfaction.
Your next steps toward strategic advisory growth
The OBBBA’s complexity creates immediate opportunities for firms ready to position themselves as strategic advisors rather than traditional compliance processors. These five tax advisory tips provide a practical framework for capitalizing on legislative complexity through approaches that complement rather than disrupt your existing operations.
Ready to transform OBBBA complexity into advisory opportunity? Download our comprehensive white paper for detailed implementation frameworks, proven methodologies, and step-by-step guidance for building scalable advisory services that deliver measurable ROI.
Explore additional OBBBA resources and planning tools at our dedicated resource hub.
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