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Freemium
Tax advisor
ChangingAI quickly finds rules, compares options and drafts a memo. Applying the law to a client's situation and standing behind the advice stay with the advisor, such as a CPA or an enrolled agent.
Where this job sits on the map
In the same group: 78 of 100 professions.
What changes
Searching the tax code and guidance takes minutes, but every rule still has to be checked against the official text
Clients arrive with answers from chatbots, and you have to check them
Less time goes to research and more to running the numbers on options and talking with the client
AI drafts, the person decides
How the work splits here: AI prepares a draft, the person checks it and makes the call.
What AI does
- Find and summarize rules and official guidance on a topic
- Compare tax options using numbers the advisor provides
- Draft a memo or a reply to a notice
- Make a client handout on deadlines and documents
You check itRead it, check the facts, fix it. Without this check the draft goes nowhere.
What stays with the person
- The conclusion for a specific situation, and responsibility for it
- Checking the current version of a rule against official sources
- The line between legitimate tax planning and risk
- Representing the client before the IRS and other tax authorities
What to learn first
6 lessons from the course, in order. Start with the first one.
- Your first 30 minutes with AI: where to startStarting from zeroYour first 30 minutes with AI: sign up, ask three questions, try seven everyday tasks, learn what never to share and which plan to pick.Start here
- How to write a good promptUserHow to give AI a task: the five parts of a good prompt, Plan Mode, and how to refine an answer instead of starting over.
- AI ethics and safety: hallucinations, attacks, biasUserHallucinations, prompt injection, bias, privacy and copyright: how not to trust AI blindly.
- AI for email: a smarter inbox, drafts and repliesConfident userEmail with AI: connecting Gmail, auto-drafts in your style, sorting your inbox and cold emails.
- Packaging your AI services into three clear offersConfident userThree service packages, scope boundaries, SLAs and handover documentation.
- RAG: Retrieval Augmented GenerationBuilderRAG: how to teach Claude to answer from your own documents using embeddings and a vector database.
Which tools to use
AI search with sources: answers with links, Deep Research and the Comet browser.
FreemiumFormerly NotebookLM: upload documents, links and videos and get cited answers based on them.
FreemiumAI in Excel: build formulas, pivot tables and charts by asking in plain words.
PaidGemini in Google Sheets: tables, formulas and data analysis from a description.
Paid
Ready-to-use materials
- How to check an AI answerChecklist
Assess the risk, spot the signs of a made-up answer and run a 5-minute check before you act on what AI says.
Free Go through an AI answer claim by claim: what's right, what's doubtful, where it's wrong and what to check at the source.
Free- Summarize a documentPrompt
A long document boiled down to the gist, key points with page references, numbers and deadlines, and questions for the author.
Free - What never to send to AIChecklist
A 30-second check before you hit send: what to remove, how to anonymize and what to do if it's already gone out.
Free
How to earn with AI
We don't promise income: results depend on your niche, your market and your work.
- Job
Cut the time spent on research and drafts and take on more consultations, without skipping the check of every rule.
- Service
A review of a freelancer's or small business's tax setup at a fixed price, with a written summary.
- Product
A deadline calendar and document checklists for your type of client, updated every year.
Similar professions
Health, law and finance: AI helps a licensed professional and does not replace one. Nothing here is personal medical, legal or financial advice.
Checked: October 2026