The tax profession is moving away from manual data entry and toward a model where practitioners act as AI-augmented advisors. This course examines how tax professionals can use artificial intelligence to manage the full tax lifecycle more effectively. It begins with a look at the current state of tax technology, then moves into practical applications for tax research and data extraction for Form 1040 and 1120 preparation. The session covers how firms can use AI to draft responses to IRS notices and prepare for audits with greater precision. It also addresses the increasing use of AI by the IRS for enforcement and selection, providing practitioners with the insights needed to protect their clients in an increasingly digital regulatory environment.
Tax partners, managers, and staff accountants who handle tax research, preparation, and IRS controversy work for individuals and business entities.
This is an intermediate course designed for professionals who already have a foundational knowledge of federal tax law and standard preparation procedures. It's built for those who currently handle research, preparation, or IRS controversy work.
No, this session focuses on the application of artificial intelligence tools across the tax lifecycle rather than training on a specific brand of prep software. You should already be comfortable using professional tax software before you begin.
The course covers both. We look at practical AI applications for data extraction and preparation for Form 1040 and Form 1120, making it relevant for both individual and business practitioners.
Yes. A significant portion of the course is dedicated to how the IRS uses AI for audit selection and how you can use the same technology to draft better responses to notices.
You don't need to be a programmer. We recommend a basic understanding of generative AI tools, but we focus on the practical workflow changes that matter to accountants and tax partners.
I remember the first time I realized that my value as a tax professional wasn't in my ability to type numbers into a form, but in how I interpreted the law for my clients. I wrote this course because the tools we use are changing faster than our workflows, and we need a clear roadmap to keep up. I want to show you how to move from being a data processor to an AI-augmented advisor who focuses on high-level strategy.
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