CPAs Can Delegate R&D Credit Work to AI—But Not Professional Judgment
CPAs should use AI to streamline R&D credit documentation and analysis but must retain responsibility for professional judgment and Circular 230 compliance.
Tax firms expand advisory services with AI focus on client needs
Tax firms are pivoting from compliance-only services to AI-powered advisory offerings, with emphasis on aligning technology adoption with client demands rather than firm-centric automation.
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