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How agentic AI is redefining the tax and accounting profession

ThomsonReuters

While advanced tax technology and automation are nothing new for most accounting firms, the introduction of agentic AI is redefining what classifies as a mundane task. With agentic AI, accountants can automate complex pieces of the tax return process. Its already transforming firms that use it strategically.

Tax
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UHY Receives Private Equity Funding From Summit Partners

CPA Practice

UHY is getting an injection of private equity funding from Boston-based investment firm Summit Partners, calling it a significant milestone in its growth and strategic development, the top 30 accounting firm said on Dec. With this deal, more than 35% of the top 30 accounting firms in the U.S.

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Smith + Howard Opens Two New Tax Practices

CPA Practice

The two new tax practices at the top 100 firm are Site Selection + Incentives, led by Shelly Carmichael, and State and Local Income Tax Consulting, led by Brandee Tilman.

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

ThomsonReuters

The tax and accounting profession is at a crossroads. Yet, despite rapid adoption, many seasoned tax professionals find themselves caught in a familiar tension: They’ve built their reputations on precision, trust, and hard-earned expertise, making them naturally cautious about agentic AI tools.

Tax
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Boomer's Blueprint: 4 ways algorithms can improve your firm

Accounting Today

Gary Boomer June 9, 2025 10:00 AM Facebook Twitter LinkedIn Email As CPA firms grow into the $10 million to $100 million revenue range, operational complexity increases, especially during peak periods like tax season. Identify opportunities Assess pain points in tax, audit, scheduling, and advisory workflows.

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DMJPS expands in Charlotte

Accounting Today

The expanded firm will continue to offer accounting and advisory services along with strengthened capabilities in business valuations, fractional CFO, client accounting, international tax consulting, litigation support, and succession planning, as well as medical and dental practice consulting through DMJPS Healthcare.

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Resourcing by TaxAssist: A Scalable Staffing Solution for Growing Accountancy Practices

Accounting Insight

Mike Melling, Group Chief Operating Officer at TaxAssist, said: “Recruitment remains one of the biggest challenges for accountancy firms. Resourcing by TaxAssist is a timely and tailored solution that allows our franchisees to access high-quality talent in a scalable, cost-effective way.