Advances and Benefits of Agentic AI in Tax Preparation

Advances and Benefits of Agentic AI in Tax Preparation - Virtual

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Availability

No future session

Cost

Member: $0.00

Non-Member: $40.00

Retired: $0.00

Educator & Government & Non-Profit Member: $0.00

Credit Offered

1 CPE Credit

Field of Study:

1 Taxes

Most tax software today claims to "use AI," but few explain what that actually means for the work a preparer does each day. This session explains agentic AI in tax preparation: what an AI agent is, how agents differ from the automation firms may already use, and where they fit in a real tax workflow.

We'll walk through how agents process source documents and K-1s, build and reconcile workpapers, and move data into the tax engines firms already run, all with the CPA reviewing and signing off.

Attendees will leave able to tell the difference between AI marketing and AI that holds up under the realities of a busy season.

PLEASE NOTE that this webinar is sponsored by Byron. By agreeing to register for this webinar, you are allowing the Illinois CPA Society to share your email and mailing address with this sponsor post-event.

Ben Riseberg

Ben works directly with firms of all sizes on deploying AI inside live tax-prep workflows. He previously helped large professional services companies evaluate and implement AI and technology at Bain & Company. He earned his undergraduate degree from the University of Michigan and an MBA from the University of Chicago.

Michael Cuffle

Michael leads Byron's Forward Deployed Solutions team and brings over 20 years of experience in the industry, including operating his own tax practice, working in the tax department of the University of Michigan, and held roles with Thomson Reuters, SafeSend, and K1x before joining Byron.