tax planning tax return white paper 
ThomsonReuters
DECEMBER 10, 2024
Streamlined compliance: AI agents could monitor regulatory changes, flag potential compliance issues, and even assist in preparing and filing tax returns. Strategic planning: AI agents could analyze market trends, financial data, and tax implications to assist in long-term business and tax planning.
ThomsonReuters
DECEMBER 10, 2024
Streamlined compliance: AI agents could monitor regulatory changes, flag potential compliance issues, and even assist in preparing and filing tax returns. Strategic planning: AI agents could analyze market trends, financial data, and tax implications to assist in long-term business and tax planning.
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ThomsonReuters
DECEMBER 4, 2024
Filing individual income tax returns can be a complex process, but with the right workflow, professional tax preparers and accounting firms can streamline the experience for both clients and staff. Harnessing technology for individual income tax return filing can transform the efficiency of accounting firms.
CPA Practice
JULY 24, 2025
This white paper provides actionable steps and real-world examples to help you implement new strategies and grow your firm. Discover how to transition to a more profitable, value-based pricing model that increases revenue and client satisfaction.
ThomsonReuters
JULY 29, 2025
He was stepping into a world of 700 annual tax returns, manual work papers, and the kind of grueling tax seasons that leave practitioners questioning their career choices. Request a demo to see how your firm can benefit today.
ThomsonReuters
JULY 22, 2025
How to embrace the future of technology in tax and accounting White paper AI and taxation: What professionals need to know Read white paper Defining agentic AI and RPA As the profession sifts through the impacts and potential applications of traditional AI and generative AI , a new iteration has appeared on the radar — agentic AI.
ThomsonReuters
APRIL 30, 2024
Rather than simply completing tax returns or financial statements, accountants are proactively engaging with clients throughout the year, offering strategic guidance on tax planning, financial management, and business growth strategies.
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