Client engagement and scope management

Roger and Annie open 2026 by reviewing the major provisions from the Big Beautiful Bill that will affect this tax season, including no tax on tips, overtime exemptions, senior deductions, and car loan interest. They shift focus to practice management essentials that often get overlooked, discussing how to set boundaries with clients, right-size your firm, avoid becoming a bottleneck, and build a sustainable business model that doesn't require working 90-hour weeks. The conversation covers everything from engagement letters and payment policies to contingency planning and post-season evaluation.

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Links mentioned in this episode

Chapters

• (00:00) - FTU 67
• (00:37) - Overview of 2026 Tax Season Changes
• (02:31) - Key Tax Provisions for 2025
• (05:16) - No Tax on Tips and Overtime
• (11:59) - Senior Citizen Deduction and Car Loan Interest
• (15:10) - Introduction of Trump Accounts
• (19:55) - Practice Management and Work-Life Balance
• (31:12) - The Importance of Delegation and Trust
• (31:59) - ‌
• (34:54) - Contingency Planning for Unforeseen Circumstances
• (42:13) - Client Engagement and Scope Management
• (48:15) - Post-Tax Season Evaluation
• (53:13) - New Legislation and Client Communication
• (59:17) - Final Thoughts and Encouragement

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