IntermediateSlide lesson14 min
The consultation script
Discovery questions, mirror-and-summarize, and the two questions that surface the real budget.
Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)
Discovery questions, mirror-and-summarize, and the two questions that surface the real budget.
Last reviewed: July 2026 · Tax year 2026 (post-OBBBA)