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Of tax and accounting firms prioritized operational efficiency in 2023, with 29% automating more than half of all tax workflows
AI for Tax Preparation Services · Phoenix, AZ
Scale Your Tax Preparation Service with 24/7 AI Employees & Agents
Take the Lomo AI Readiness Assessment and receive a custom breakdown of where AI systems can reduce manual work, improve client communication, increase return accuracy, and create more operational leverage across your firm in Phoenix.
Built on
Most Tax Preparation Services Rely on Manual Processes to Drive Growth
01
Missed Revenue
Prospective clients' inquiries, appointment requests, and follow-up questions often go unanswered during peak season. AI agents respond instantly, ensuring no potential client slips through the cracks.
02
Manual Admin
Data entry, document collection, and client communication consume valuable time for your team. AI agents manage these workflows seamlessly, allowing your staff to focus on higher-value tasks.
03
Client Gaps
Tax code updates, status inquiries, and document requests can create confusion and delays for clients. AI agents handle outreach and replies, providing timely information and enhancing client satisfaction.
What's Included in your Free AI Readiness Assessment
A personalized report built from your responses, showing where AI can create the most value in your business.
01
AI Readiness Score
Your overall score and what it means.
02
Industry Benchmark
See how you compare to similar companies.
03
6-Dimension Profile
Strategy, Data, Talent, Infrastructure, Culture, and Execution.
04
Top AI Opportunities
Your highest-leverage workflows and agent ideas.
05
Recommended Deployments
Where to start and which agents to build first.
06
90-Day Action Plan
A practical roadmap for the first quarter.
Why now
The adoption window for tax preparation services in Phoenix is open.
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Intuit reports users save 30 minutes or more per return on average using AI based data import
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Firms with advanced AI integration report 21% higher billable hours per staff and 80% increases in premium service revenue
Don't get left behind with AI
Our AI Readiness Assessment identifies the workflows in your tax preparation service that are most ready for AI, from client onboarding and document collection to tax calculation, filing, audit support, communication, and operations.
2 questions. Your number in 10 seconds.
What is AI worth to your team?
Question 01 / 02
Which of these eats the most time in your firm right now?
What we'd build
AI Use Cases for Tax Preparation Services in Phoenix
Four examples of AI operations we'd install inside a firm. Tap any card to see how it runs.
01
Client intake and document collection runs on a 22 agent cluster under 4 coordinators
See how we deploy this
02
Tax preparation department scales with 35 agents supporting 5 senior preparers
See how we deploy this
03
Compliance and review operations run on an 18 agent cluster with 3 supervisors
See how we deploy this
04
Client communications and billing department operates with 15 agents under 3 account managers
See how we deploy this
How we work with tax preparation services
Installed, operated, and owned. Not another strategy deck.
We embed a fractional AI team inside your firm in Phoenix to build, deploy, and operate the systems identified above. 90 day cycles with measurable outcomes.
01
AI Discovery Sprint
Two weeks. We map your workflows, identify the highest ROI AI opportunities, and deliver a prioritized deployment roadmap. Four hours of your time.
See how the Sprint works02
AI Transformation
A fractional Chief AI Officer plus implementation team inside your firm. We build the systems, train your people, and run them until they compound.
See how Transformation works03
Ongoing Training
Structured AI fluency programs built for tax preparation services. Your team learns to operate and extend the systems we deploy, not rent them forever.
Training programsOther markets
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Get Started
Let's build your firm's AI roadmap.
Start with a 3 minute AI audit, or book a strategy call with our team. We will walk through which use cases make the most sense for your firm in Phoenix specifically.