Micro Episode #3: Stop Walking Into Tax Meetings Unprepared (5-Minute AI Prep)

Tax season doesn’t excuse bad preparation.

In this solo micro-episode of The Growth Minded Accountant, Lee Reams shares a practical 5-minute AI workflow to help you walk into every client interview informed, confident, and positioned as an advisor — even during your busiest stretch of tax season.

Most accountants don’t feel underprepared because they don’t care.

They feel underprepared because they’re overloaded.

Back-to-back meetings. No time to reread prior returns. No mental space to spot planning opportunities.

In this episode, Lee explains:

Why “directional awareness” matters more than perfect prep
How to use AI as a thinking partner — not a replacement
A simple prompt you can use to summarize prior-year returns and financials
How to generate thoughtful client questions in minutes
Why better prep leads to better positioning as an advisor

This isn’t about outsourcing tax advice to AI. It’s about using technology to show up sharper, ask better questions, and elevate the client experience.

Five minutes of prep can change the tone of the entire meeting.

Advisors don’t memorize clients. They prepare for them.

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Host: Lee Reams
Podcast: The Growth Minded Accountant
Topic: AI for accountants, tax season efficiency, client interview preparation

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Transcript

We know that everyone digests information differently. That’s why we’re now sharing the full transcript of each episode of The Growth Minded Accountant right here on the CountingWorks PRO blog. Whether you’re short on time, like to scan and highlight, or simply prefer reading over listening, you can catch up on every conversation at your own pace.

Each week, we cover topics that matter most to tax and accounting professionals—from AI and automation to marketing strategies, firm growth, and client relationships. Scroll down to read the full episode, or subscribe to the podcast to listen on the go.