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You might be giving technically perfect tax advice — but if it’s too long or too complicated, it won’t land well with clients.

In this episode, Jack Bonehill shares a real story where two simple questions helped turn a colleague’s advice from technical to client-friendly. You can use these questions to instantly make your advice clearer, shorter, and more valuable from a client’s perspective.

If you want to deliver better advice that clients truly value — this episode is for you.

Show notes: thetaxprofessionalspodcast.com/TTPP124

The Tax Lab (real scenarios, tackled live:  https://www.thetaxprofessionalspodcast.com/thetaxlab/

Masterclasses for tax professionals: https://www.thetaxprofessionalspodcast.com/masterclasses/

Timings

• [00:00:25] Story: reviewing a colleague’s draft of tax advice and simplifying it with two simple questions
• [00:02:13] Example: how we tend to overcomplicate advice with unnecessary detail
• [00:03:34] Why cutting complexity throughout a report makes advice stronger overall
• [00:04:38] How to make your advice more client-friendly
• [00:06:22] A two-step method — draft first, refine later using the two key questions
• [00:07:41] Exercise: how to apply the two questions in your next piece of advice
• [00:09:29] Upcoming sessions and future topics in The Tax Lab

The Tax Lab

Sharpen your skills as a tax advisor by seeing exactly how I think and approach real scenarios that we encounter as tax professionals, with The Tax Lab.

The Tax Lab gives you a glimpse inside my mind — my thoughts and my approach — as I tackle real scenarios live, so you can refine your own way of working.

Sessions of The Tax Lab are free to attend. Sign up so I can invite you to all future sessions.

Sign up here