The Tax Season Diagnostic: What’s Broken (And Where AI Actually Helps)

Tax season has a way of revealing the truth about your firm. The long hours, the constant client follow-ups, the repeated questions—it all starts to surface the same thought: “There has to be a better way to do this.” In this solo episode of The Growth Minded Accountant , Lee Reams breaks down why tax season isn’t the time to fix everything—it’s the time to see what’s actually broken . Because under pressure, your systems don’t hide. They fail. And when they fail, they show you exactly where the opportunity is. Lee walks through: Why tax season is your most honest operational stress test The biggest inefficiencies holding firms back (and how to spot them) Where AI is delivering real value today—and where it falls short Why AI should be viewed as labor, not a decision-maker How small firms can scale output without adding headcount You’ll also get a practical framework to evaluate your firm across four critical areas: • Client onboarding • Data handling • Communication • Research If you’re feeling the pressure of tax season, this episode will help you turn that pressure into a roadmap for smarter growth. Key insight: AI isn’t here to replace your expertise— it’s here to remove the work that doesn’t require it.

You can listen to The Tax Season Diagnostic: What’s Broken (And Where AI Actually Helps) online on Radio and Podcast. Open the player on this page to stream the available audio.

The Tax Season Diagnostic: What’s Broken (And Where AI Actually Helps) is an episode from The Growth Minded Accountant by Lee Reams II from CountingWorks PRO.

This episode is 7:20 long.

This episode was published on Mar 18, 2026.

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