TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients' Eyes Artwork

The Tax Professionals Podcast

This podcast helps tax professionals, typically by helping you become a better tax professional, helping you pass the ATT and CTA exams, or helping you decide what you want to do with your tax career.

Episodes are released bi-weekly, released on Mondays, and include a mix of solo and guest episodes.

Jack Bonehill, CTA, hosts the podcast. He's an employment tax specialist, working in the area since 2015, and won Tolley's Taxation's Rising Star award in 2023.

Website: https://www.thetaxprofessionalspodcast.com/

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Sub Series: Tax Career Success Secrets, sharing the secrets behind tax-career success, and Tax Role Insights, giving you an insider's view into the different available tax roles.

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The Tax Professionals Podcast

TTPP124: Two Questions That Make Your Tax Advice Instantly Better in Your Clients' Eyes

October 13, 2025

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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.