There’s a moment at the end of every tax interview that most firms rush through.

And it’s quietly costing them six figures a year.

In this episode of The Growth-Minded Accountant, Lee Reams shares a simple but powerful framework — the Post-Tax Bridge — that helps tax and accounting firms turn compliance conversations into advisory opportunities without selling, pitching, or slowing down tax season.

You’ll learn:

• Why most firms unintentionally close advisory doors in March
 • The exact question to ask that creates continuity instead of closure
 • How to sequence the conversation so the proposal comes after tax season
 • The psychology behind pre-seeding advisory through your marketing
 • How small behavioral shifts during tax interviews compound into meaningful revenue

This episode is for firm owners who want to grow beyond compliance — not by adding pressure, but by building systems.

Tax season isn’t just filing season.

It’s pipeline season.

If you’re building an advisory-forward accounting firm, this is a conversation you’ll want your entire team to hear.