About
About AI Tax Practitioner
Most AI content aimed at tax professionals comes from vendor marketing or generalist tech writers. The implementation details — §7216 consent language, the audit trail behind an AI-assisted answer, the time actually saved on a real return — get glossed over.
This site doesn't gloss. AI Tax Practitioner is a working reference desk for US tax professionals navigating AI. We cover the regulatory limits, the vendors and what each is useful for, and the workflow gains that survive contact with a return.
What we publish
Vendor reviews of CoCounsel, Blue J, Stanford Tax, TaxGPT, and the AI features inside ProSeries / Drake / Lacerte — focused on what each is useful for and where it breaks. Implementation guides for §7216 client-data consent, AI-assisted research, and the audit trail an examiner expects when an answer came partly from a model. Reference pages on the regulations governing AI use in a tax practice: Circular 230 §10.35, IRS Pub 4557, the AICPA SSTSs, state-board positions. Free tools — checklists, consent templates, a Circular 230 self-audit — that do one thing and don't require signup.
Who's behind it
AI Tax Practitioner is an independent reference desk. The editorial team works in AI implementation for professional-services workflows; none of us prepare returns or hold CPA / EA / JD credentials. Reasoning and opinions on this site reflect our editorial team, informed by primary practitioner sources — quoted, cited, and linked. Where a question requires CPA, EA, or attorney judgment, we say so and point you to the right place.
We publish anonymously by default. The names of individual writers and reviewers aren't load-bearing for whether a §7216 consent template is correct or whether CoCounsel actually saves time on §174A research. The methodology is.
When a piece is reviewed by a credentialed practitioner under a paid arrangement, the review is attributed separately ("Reviewed by [Name], [Credential]") so the credentialed input is visible without replacing the editorial byline. Read more on the editorial team page.
Editorial standards
Every regulatory citation goes to the primary source: IRS publication, IRC section, Federal Register notice, state-board issuance. Vendor reviews are based on hands-on testing of the actual product, not press releases. Practitioner quotes come from public forums — r/taxpros, NATP, state EA listservs, named podcasts — with attribution preserved. When a piece is materially corrected or updated, we date the update and link to the prior version.
Disclosures
We may receive affiliate revenue from links to vendor products. Affiliate relationships are disclosed on the relevant pages and never affect editorial judgment — including negative reviews of partners. We do not accept payment for placement or for positive coverage.
AI assistance is used in our research and drafting workflow. Every published piece is reviewed by a human before it ships. We don't publish raw model output.
Nothing on this site is legal, tax, or accounting advice. We are a reference desk. Your judgment calls are yours and your firm's.