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Four ways tax and accounting professionals can start using agentic AI right now

ThomsonReuters

The reality is that agentic AI is already transforming the way accounting and tax professionals work every day. Jump to ↓ Why is agentic AI a good fit for tax and accounting? How you can optimize tax workflows today Your competitors are already using agentic AI to grow capacity, reduce risk, and improve client service.

Tax
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On the move: REDW appoints first OKC principal-in-charge

Accounting Today

GEORGIA Shelly Carmichael Smith + Howard, Atlanta, launched two new tax practices: site selection + incentives, led by Shelly Carmichael, and state and local income tax consulting, led by Brandee Tilman. MICHIGAN Plante Moran, Southfield, promoted 26 people to partner, with the full list available here.

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Clark Schaefer Hackett to Add CPA Firm Rolfes & Swisher

CPA Practice

Top 70 accounting firm Clark Schaefer Hackett & Co. is set to acquire fellow Cincinnati CPA firm Rolfes & Swisher in a deal that will become effective on July 1. Founded in 1938, Clark Schaefer Hackett has 600 employees across 10 offices, which are located in Ohio, Kentucky, Michigan, and one in Mumbai.

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Professionals on the Move – Sept. 2024

CPA Practice

He also worked as an audit manager for a national accounting firm, managing public and private company audits. Ben holds a Bachelor of Arts degree from Michigan State University. He holds a Bachelor of Science in Accounting and Finance, and Masters degree in Accounting from the University of Kansas.

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Friday Footnotes: It’s BDO and Forvis Mazars’ Turn to Get Yelled at About Audit Quality; Eat Rice Because Deloitte Asked; PwC CEO’s Secret Bonus | 8.2.24

Going Concern

Big 4 PCAOB Inspection Reports Show Increase in Audit Deficiencies by Big Four Firms [ NYSSCPA’s The Trusted Professional ] The PCAOB inspected 215 audits conducted by all Big Four accounting firms in the United States, down from 220 a year earlier. Axiom is a natural fit within the CLA family.