White paper

OBBBA disruption: How to turn tax chaos into advisory revenue

The One Big Beautiful Bill Act (OBBBA) has created a seismic shift in the U.S. tax landscape, introducing 10 to 15% more complexity for tax and accounting professionals. While clients seek guidance on year-end planning, deductions, and new filing obligations, many firms remain trapped in traditional compliance models that are increasingly commoditized and less profitable.

Forward-thinking firms recognize this regulatory chaos as a powerful opportunity. By shifting from reactive tax preparation to proactive advisory services, practices can transform OBBBA complexity into recurring revenue streams, deeper client relationships, and sustainable competitive advantage.

Key takeaways:

  • Advisory revenue opportunity. Firms offering advisory services see up to a 50% increase in monthly revenue per client, with a $550 million total addressable market for tax planning services
  • Technology-enabled transformation. Practice Forward and Ready to Advise provide AI-powered tools and proven methodologies to systematically scale advisory services while addressing talent shortages and regulatory complexity
  • Year-end implementation strategy. Strategic year-end planning engagements create immediate revenue while building the foundation for ongoing advisory relationships beyond 2025

Are you ready to turn change into opportunity and position your firm as an indispensable strategic partner? Download your copy of the complete white paper today.

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