Share a unique situation where you innovated an outside-of-the-box method of helping an organization save on taxes.

"Last year, I worked with an upstart small business in New York that employed around 20 people. Hearing that a big burden for him was providing health care coverage, which he chose to do to hire and retain great staff, I educated him on the savings he could see in starting an HSA associated with a high deductible plan. In the end, this plan was a win for the owner to see a ton of tax savings, and the employees benefited with a great plan with the business contributing towards their HSA every year."

"When working with corporations on tax advising issues, I always walk through business expenditures with a fine-toothed comb because how large expenditures are claimed can make or break taxes for years to come. When working with a client a few years ago, I noticed they were deducting full costs upfront when the depreciation method would have worked out much better for them in their financial situation. The only thing it took to convince them was a simple educational meeting."