This course provides an overview of the AI considerations with respect to tax preparation and tax research. This includes a discussion of how AI technology can be used in tax preparation, including automated data collection and tax optimization strategies. This course also addresses how AI can be used in tax research, including how CPAs can best leverage ChatGPT. This course concludes with a discussion of how the IRS is also using AI technology in its enforcement efforts.

The other Segments of this series 'Artificial Intelligence (AI) Essentials for CPA' are:
AI Series - Introduction to Artificial Intelligence
AI Series - Technologies in Accounting Software
AI Series - Ethics & Regulations
AI Series - Leveraging AI for Data Analysis & Reporting
AI Series - Audit & Compliance
AI Series - Considerations in Tax Preparation & Research
AI Series - Considerations for Organizations When Adopting AI
AI Series - Future Trends in AI and Software for CPAs

NOTE: There is a 8 CPE Credit Hours combined course also available:
AI Essentials for CPA - Exploring Cutting-Edge Technology (Text Based Course)

Learning Objectives
  • Recognize AI's role in tax preparation activities.
  • Identify how AI can assist CPAs in tax research.
  • Recognize how AI is being used by the IRS.
  • Identify how to write effective ChatGPT prompts when performing tax research.
Last updated/reviewed: April 8, 2024
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
COURSE MATERIAL
  AI Series - Considerations in Tax Preparation & Research (Text Based Course)PDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam