Role

AI for Tax Preparers

Founder, Automation Squad

Prepare tax returns for individuals or small businesses.

Tax Preparers · O*NET 13-2082.00 · Job Zone 3 · sourced from the U.S. Department of Labor occupation database

Automation coverage

15 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

30 matched to the tools tax preparers use. Showing 24.

Microsoft Outlook
MCP server
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Microsoft Outlook
Microsoft Excel
MCP server
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su
Microsoft Excel
Microsoft Word
MCP server
Sage Accounting
MCP server
Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.
Sage Accounting
Schedule It
MCP server
Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.
Schedule It
SmartEmailing
App
Make (make.com)
Dayschedule
App
Email Security
Skill
Email Server
MCP server
Email Systems
Skill
Emailr
App
Excel
Skill
Excel
MCP server
Intuit QuickBooks
Connector
Business Finances made simple
Intuit QuickBooks
Intuit TurboTax
Connector
Estimate tax refunds and connect with live tax experts
Intuit TurboTax
Microsoft 365 Excel
App
Make (make.com)
Microsoft Outlook
App
Outlook Meetings Scheduler
MCP server
Portable Email Manager
Skill
PowerOffice
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Make (make.com)
Quickbooks
MCP server
Sage 50 Accounting
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Sage 50 Accounting is an online accounting solution for SMBs with Office 365 integration that helps manage accounting, invoicing, cash flow, inventory, taxes, and more.
Sage Accounting
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Sage Business Cloud Accounting
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Make (make.com)

The tools this job actually uses

41 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

Intuit QuickBookshot
Intuit TurboTaxhot
Microsoft Accesshot
Microsoft Excelhot
Microsoft Office softwarehot
Microsoft Outlookhot
Microsoft Wordhot
ACI TaskTracker
ATX Total Accounting Office
ATX Total Tax Office
CCH ProSystem fx TAX
Creative Solutions CPA Depreciation
Creative Solutions UltraTax CS
Datagroup ElectroFile 1040
Datagroup ElectroFile ELF
Datagroup ElectroFile ST
Datair Employee Benefits Systems
Electronic ToolKit for Tax Preparers
Email software
ExacTax PackageEX
Greatland Corporation Winfiler
GreatTax
Intellitax financial solutions software
Intuit ProSeries
Kleinrock Publishing
LaCerte 1040 Tax Analyzer
Laserfiche Avante
M8 Client Billing
Microsoft Internet Explorer
Petz Enterprises V-Tax
Quicken
Sage 50 Accounting
Sales Tax Tools Sales Tax Researcher
ScheduleVIEW
Sungard Relius
Sync Essentials Trade Accountant
Tax compliance property tax management software
Tax software
Thomson GoSystem MyTaxInfo
Thomson Reuters UltraTax CS

What this job involves

12 documented tasks, most important first. Showing 12.

Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Review financial records, such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Explain federal and state tax laws to individuals and companies.
Answer questions and provide future tax planning to clients.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Calculate form preparation fees according to return complexity and processing time required.
Schedule appointments with clients.

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