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AI Series - Considerations in Tax Preparation and Research (Course Id 2271)

QAS / Registry
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Author:

Kelen Camehl, CPA, MBA

Course Length:

Pages: 18 ||| Word Count: 6103 ||| Review Questions: 5 ||| Final Exam Questions: 5

CPE Credits:

1.0

IRS Credits:

0

Price:

$12.95

Passing Score:

70%

Course Type:

Text
AI Series - Considerations in Tax Preparation and Research - CPE course for CPAs

Technical Designation:

Technical

Field Of Study:

Specialized Knowledge

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course examines AI considerations for tax preparation and tax research, including automated data collection and how CPAs can best leverage ChatGPT.

  • Covers how AI technology supports tax preparation through automated data collection and tax optimization strategies.
  • Explains how CPAs can best leverage ChatGPT for tax research purposes.
  • Concludes with a discussion of how the IRS is using AI technology in its enforcement efforts.
  • Worth 1.0 CPE credit in Taxes as a self study text course on AI considerations in tax preparation and research, requiring a 5 question final exam preceded by 5 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

This course recognizes the role AI plays in tax preparation activities such as automated data collection.

This course identifies how AI can assist CPAs when performing tax research, including through generative tools.

This course examines how the IRS is using AI technology in its enforcement efforts.

AI Series Considerations in Tax Preparation and Research is a Technical, self study text course in Specialized Knowledge worth 1.0 CPE credit, requiring a 5 question final exam preceded by 5 review questions (optional) at a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

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.

Usage Rank:

16000

Release:

2024

Version:

1.0

Prerequisites:

None.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

04-Jun-2026

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

AI Series - Considerations in Tax Preparation and Research - CPE course for CPAs

Learning Objectives:


Course 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 in tax research
  • Recognize how AI is being used by the IRS
  • Identify how to write effective ChatGPT prompts when performing tax research


Course Contents:

Chapter 1 - AI Series - Considerations in Tax Preparation and Research

Course Learning Objectives

Course Overview

Introduction

Tax Preparation

Tax Research

Review Questions

Generative AI

How the IRS is Using AI

Best Practices for Adopting AI Solutions

Conclusion

Review Questions

Glossary of Key Terms

Click to go to: Artificial Intelligence (AI) CPE Courses for CPAs | CPEthink
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