CATEGORY: Interactive Self-Study eBook

2026 AI Series – Considerations in Tax Preparation & Research

Course Access: Lifetime
Course Overview

EAs and Other Tax Preparers, after passing the exam you MUST click on the link “GET YOUR CERTIFICATE” to have your hours reported to the IRS. 

This course provides an overview of the AI considerations with respect to tax preparation and tax research.  This includes a discussion of how AI technology can be used in tax preparation, including automated data collection and tax optimization strategies.  This course also addresses how AI can be used in tax research, including how CPAs can best leverage ChatGPT.  This course concludes with a discussion of how the IRS is also using AI technology in its enforcement efforts.

Learning Objectives
Upon completion of this course, you will be able to:
•    Recognize AI’s role in tax preparation activities
•    Identify how AI can assist CPAs EA’s and other Tax Preparers in tax research
•    Recognize how AI is being used by the IRS
•    Identify how to write effective ChatGPT prompts when performing tax research

To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate. Clicking on the Certificate link will show the course as 100% Complete

A course evaluation form is provided for your feedback and participants have 1 year from the date of purchase/enrollment to complete this course. .

Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/

Leave a Reply

Your email address will not be published. Required fields are marked *