Client Advisory Services: Questions to Ask Your CPA This Tax Season

With the new One Big Beautiful Bill Act (OBBBA) reshaping deductions, reporting rules, and tax incentives, business owners face a more complex tax season than ever. Our Client Advisory Services (CAS) offers year-round guidance that combines cloud-based accounting technology with expert advisory support.

Here are key questions to ask your CPA now:

1. How does this new tax law affect my business?

With new opportunities like 100% bonus depreciation and immediate expensing for domestic R&D, timing is everything.

WITH Client Advisory Services: Cloud platforms give you real-time financial dashboards, helping you and your advisor model scenarios and decide whether it makes sense to accelerate investments, delay purchases, or restructure spending.

2. Are we audit-ready?

More deductions typically mean more documentation.

WITH Client Advisory Services: Automated expense categorization and digital recordkeeping build an audit trail inside your accounting platform. That means less time chasing receipts and more time focusing on growth.

3. Can we streamline our accounting processes?

If tax season feels chaotic, the issue isn’t the return — it’s the workflow.

WITH Client Advisory Services: Cloud-based automation reduces manual tasks, eliminates paper, and keeps your books current year-round.

4. How do I turn tax planning into strategy?

Your CPA shouldn’t just look backward at what happened.

WITH Client Advisory Services: You get proactive planning including insight into cash flow, spending, and growth opportunities before year-end.

Alloy Silverstein’s Client Advisory Services help you plan for what’s next. Ask us about adding CAS for strategic financial guidance all year long.