Tax season packs months of work into a few weeks. Much of that time goes to sorting source documents, reconciling numbers and answering the same client questions again and again. This webinar shows tax practitioners how to use Claude, Anthropic's AI assistant, across the full return cycle for individual (Form 1040), C corporation (Form 1120) and partnership (Form 1065) returns, from intake through workpapers, review and client communication. Live demonstrations built on realistic return scenarios show where AI saves real time and where it still needs a preparer's judgment. You'll leave with a practical framework for using AI safely with confidential taxpayer data.
What You'll Learn
Use Claude to organize and summarize source documents such as W-2s, 1099s, K-1s and trial balances
Speed up book-to-tax reconciliations, workpapers and review checklists for 1040, 1120 and 1065 returns
Write effective prompts and reusable templates for recurring return-prep tasks
Spot AI errors and verify output against the Code, regulations and IRS guidance
Protect client data in line with IRC §7216, IRS Publication 4557 and the FTC Safeguards Rule
Build a repeatable firm-wide AI workflow that keeps the preparer accountable for every return
Topics Covered
Where AI fits in the return lifecycle: intake, preparation, review and delivery
Form 1040: organizing client documents, flagging missing items and drafting client questions
Form 1120: trial balance analysis, Schedule M-1/M-3 book-to-tax adjustments and variance review
Form 1065: capital account and K-1 allocation checks, basis tracking and partner communications
Prompting techniques and templates built for tax workflows
Catching hallucinations and outdated law, including current-year changes
Data security, §7216 consent, Circular 230 due diligence and firm AI-use policies
Drafting engagement letters, client emails and IRS notice responses
Certified Public Accountants (CPAs)
Enrolled Agents (EAs)
Tax Attorneys
Tax Preparers and Tax Advisors
Trust and Estate Professionals
Estate Planning Attorneys
Financial Planners and Wealth Advisors
Trust Officers and Fiduciary Administrators
Accounting Professionals handling fiduciary tax returns
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