AI at Tax Time: Preparing Faster and Checking Your Own Work

Tax season magnifies every risk: tight deadlines, complex calculations, confidential data, and client trust on the line. AI can help you prepare returns faster and catch mistakes before they land, but only if you use it without compromising your professional obligations. This is the practical guide you need right now. It shows you exactly how to brief an AI assistant for structuring client information, drafting schedules, and researching tax law – and, crucially, how to verify everything it produces. You will learn where AI still fails, what you must never paste into a consumer chatbot, and how to build a review workflow that keeps you accountable. No hype, no magic, no shortcuts through your duty of care. Whether you are a sole practitioner or part of a firm, this book gives you the durable skills: prompt well, check ruthlessly, and know when not to use the tool at all. Part of The AI at Work Library.

About the author

Daniel Osei Vance writes for The AI at Work Library.

© 2026 PublishDrive (E-bog): 6610001398347

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E-bog: 28. september 2026