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Tax season packs months of work into a few weeks. Much of that time goes to sorting source documents, reconciling numbers and answering the same client questions again and again. This webinar shows tax practitioners how to use Claude, Anthropic's AI assistant, across the full return cycle for individual (Form 1040), C corporation (Form 1120) and partnership (Form 1065) returns, from intake through workpapers, review and client communication. Live demonstrations built on realistic return scenarios show where AI saves real time and where it still needs a preparer's judgment. You'll leave with a practical framework for using AI safely with confidential taxpayer data.

This practical course will show CPAs, tax preparers, accountants, and other tax professionals how Claude can be incorporated into everyday tax-return workflows involving Forms 1040, 1120, and 1065—while keeping professional judgment, accuracy, confidentiality, and compliance at the center of the process.

What You Will Learn:

During this practical session, you will explore how Claude can help tax professionals:

  • Use Claude to organize and summarize source documents such as W-2s, 1099s, K-1s and trial balances
  • Speed up book-to-tax reconciliations, workpapers and review checklists for 1040, 1120 and 1065 returns
  • Write effective prompts and reusable templates for recurring return-prep tasks
  • Spot AI errors and verify output against the Code, regulations and IRS guidance
  • Protect client data in line with IRC §7216, IRS Publication 4557 and the FTC Safeguards Rule
  • Build a repeatable firm-wide AI workflow that keeps the preparer accountable for every return

Session Highlights:

After attending, participants should have a better understanding of:

  • Where AI fits in the return lifecycle: intake, preparation, review and delivery
  • Form 1040: organizing client documents, flagging missing items and drafting client questions
  • Form 1120: trial balance analysis, Schedule M-1/M-3 book-to-tax adjustments and variance review
  • Form 1065: capital account and K-1 allocation checks, basis tracking and partner communications
  • Prompting techniques and templates built for tax workflows
  • Catching hallucinations and outdated law, including current-year changes
  • Data security, §7216 consent, Circular 230 due diligence and firm AI-use policies
  • Drafting engagement letters, client emails and IRS notice responses

Who Should Attend?

  • Certified Public Accountants (CPAs)
  • Accountants
  • Controllers
  • Chief Financial Officers (CFOs)
  • Finance Leaders and Finance Managers
  • Financial Analysts
  • Internal Auditors
  • Accounting Managers
  • FP&A Professionals
  • Advisory and Consulting Professionals
  • Risk and Compliance Professionals
  • Business Strategists
  • Professionals working in Public Accounting
  • Corporate Finance Teams
  • Nonprofit Accounting Professionals
  • Anyone seeking practical guidance on integrating AI into accounting and finance workflows

Credits and Other information :

  • IRS CPE Credits: 2.0
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 120 Min
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

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Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

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  • IRS
  • HRCI
  • SHRM

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