Turning technology gains into client value

Brian Davis, owner of One Stop CPA, returns to the Tax Section Odyssey podcast to discuss how technology can create capacity for more intentional advisory services. He shares lessons about building an advisory-first firm, including how to identify the right clients, package value beyond compliance and use practical tools to support better client conversations. Questions answered in this episode: ·       How can technology create capacity for more meaningful advisory work? ·       What does an advisory-first tax practice look like in practice? ·       How can practitioners uncover advisory opportunities within their existing client base? ·       Why does client fit matter when building an advisory-focused firm? ·       How can AI tools support better tax planning and client conversations? Join us live at the 2026 National Tax Conference and hear Brian speak at the From AI Hype to Practical Adoption: Tools that Can Transform Tax Practice pre-conference workshop AICPA resources ·       Brian Davis Podcast ·       Lever