Julian Sandoval

Purpose-built tax AI must connect extracted data to statutory rules, not just recognize fields.

AI queues route IRS notices by type and deadline to speed firm responses.

New IRS guidance requires tax firms to build AI workflows with built-in review and oversight.

Knowing which AI layer solves your actual bottleneck saves money.

AI-drafted tax correspondence must clear Circular 230, not just pass a vendor demo.

AICPA compliance now requires software-enforced separation between tax preparers and reviewers.

AI automates the routine intake work that slows down IRS notice responses.

Marble connects intake, research, and return analysis in one shared workspace.

RAG-based platforms guard against hallucinated citations that general AI cannot.

How to pick tax software that scales with your firm without adding headcount.

Treating tax work as production, not ad-hoc consulting, fixes management failures.

Accurate valuations on conversion day determine your tax exposure for five years without revisement.

Paid tax preparers must renew their PTIN annually or face penalties on every return filed.

State boards, not the AICPA, control whether your tax CPA license survives.