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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. For years, automation has eliminated the need for tax professionals to spend their days steeped in manual data entry, searching for blank fields or numbers that dont add up.

Tax 93
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UHY Receives Private Equity Funding From Summit Partners

CPA Practice

UHY has established itself as a highly respected, market-leading accounting, tax, consulting, and advisory services firm built on a reputation for exceptional client service and innovation,” said Paul Furer, a partner at Summit who has joined UHY’s board of directors. Summit maintains offices in North America and Europe.

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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 64
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Strong Businesses, Strong Strategic Partnerships

Basis 365

Tax Advisors: Expert tax advisors develop strategies to optimize tax compliance and minimize liabilities, ensuring your business stays compliant while maximizing savings. Sales Tax Consultants: Sales tax complexities require specialized knowledge.

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SolomonEdwards Acquires Tax Advisory Provider Steele Consulting

CPA Practice

SolomonEdwards , a national professional services firm offering financial, operational and technology consulting along with operations support, has acquired the national tax consulting firm Steele Consulting.

Tax 52
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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. All rights reserved.

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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 59