Hardcore AI for Tax Research?— Travis Call, CPA
Learn how to:
Use differentiated LLM personas (Forensic Auditors, Strategic Advisors, Operational Drafters) to allocate statute checking, planning, and drafting to the tool best suited for each phase across the tax lifecycle. This strengthens rigor, creativity, and drafting speed in a coordinated way.
Implement an Authority Ladder and mandatory citation double‑checks to ground every AI‑assisted position in primary law and clearly flag authority gaps or judgment calls. This creates repeatable, audit‑defensible research standards for high‑risk issues.
Build a three‑phase AI workflow (verify, ideate, draft) with security and hallucination controls to redeploy senior time from grunt research to higher‑value judgment. This lets small and mid‑size teams handle large‑firm‑level cross‑border matters.