Office Hours: AI in the Middle of Busy Season

Research, Notices and Client Questions By February the theory is over. It's the client fact pattern nobody's seen before, the notice that arrived Friday, and the research answer you need before the return goes out. Join us for Office Hours, a mid-season conversation about using AI for the work that actually shows up during filing season. Come prepared with questions about researching unfamiliar issues, multistate and residency positions, IRS notices, drafting client explanations, and knowing when to stop trusting the output and check the source yourself. Hosted by Adam Tahir, CPA, founder and CEO of Bizora AI and former EY international transaction tax professional, who now builds tax research technology for CPAs and enrolled agents. Adam will focus on verification, citation, and review habits that keep AI-assisted work defensible. (Full bio on Faculty tab) Bring a real question from your desk — this session works best with live issues.