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AI Assistants for Tax Preparers
Tax season compresses a year of work into a few months. Clients drop off shoeboxes, forget forms, ask about refunds and book appointments right up to the deadline.
Everyday headaches that eat the week
- Missing documents. A return stalls because one 1099 never arrived.
- Organizer and checklist chaos. Clients forget which forms they need each year.
- Appointment crunch. Everyone wants an appointment the same weeks.
- "Where is my refund?" Clients ask the same status question repeatedly.
- Extension tracking. Extended returns need tracking through fall deadlines.
- Off-season silence. Clients forget you between seasons.
What your AI team handles
- Sends personalized document checklists based on last year's forms Documents & data
- Drafts reminders for missing forms as returns stall Documents & data
- Drafts appointment options and confirmations Scheduling & admin
- Answers common status questions with your standard guidance and the official refund tracker link Customer service
- Tracks extended returns and drafts deadline reminders Operations
- Drafts off-season check-ins and planning reminders Marketing & content
Anything that goes to your customers is drafted for your approval or sent under rules you agree to.
A week with your AI team, start to finish
In late January the team sends checklists to returning clients. In February it drafts reminders for missing forms. In March it confirms appointments and answers status questions. In April it lists returns needing extensions, and in summer it drafts check-ins for clients.
Where the time goes
The busiest weeks of the year are when the office can least afford to spend time chasing a missing form or answering the same status question. Every client who sends documents late creates a bottleneck at the deadline. The AI team starts the document requests early, follows up consistently and keeps extension deadlines organized so the season ends without a last-minute scramble.
What stays with you
Preparing returns, tax positions, advice and every signature stay with you and your credentialed staff. We build it, run it and keep tuning it for you. The setup stays fully managed by G&K. Your AI team handles the admin side only. It never gives tax advice, and anything sensitive is handled under your practice's own rules and policies.
Pricing starts at a published base and is customized on your free Blueprint call. See pricing & packages.
Tax Preparers: frequently asked questions
Can it answer tax questions?
No. It answers office questions and routes tax questions to your preparers.
Will it handle client documents?
It can request and organize documents inside your secure systems under your office's policies.
Does it help after tax season?
Yes. Extension tracking and off-season check-ins keep work moving all year.
More ways we help
Related professions: Insurance agents · Independent insurance agencies · Financial advisors · Bookkeepers · Accountants & CPAs · Credit unions & community banks · All industries
Related services: Documents & data · Scheduling & admin · Customer service · Operations · Marketing & content · Social media & content · Everything we do
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
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