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

You can listen to Micro Episode #3: Stop Walking Into Tax Meetings Unprepared (5-Minute AI Prep) online on Radio and Podcast. Open the player on this page to stream the available audio.

Micro Episode #3: Stop Walking Into Tax Meetings Unprepared (5-Minute AI Prep) is an episode from The Growth Minded Accountant by Lee Reams II from CountingWorks PRO.

This episode is 7:52 long.

This episode was published on Feb 25, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from The Growth Minded Accountant when more episodes are available from the podcast feed.