AI technology, particularly in customer service automation, is now more accessible than ever. AI-powered bots are a powerful tool for businesses, including accounting firms, empowering them to improve efficiency, enhance client engagement, and ultimately drive conversions. For accountants, AI bots provide a unique opportunity to take control of frequently asked questions (FAQs) from prospects, turning these interactions into booked appointments. In this article, I will discuss how you can leverage the power of AI bots to efficiently handle FAQs and convert prospects into clients, all while saving precious time and resources. By the end of this article, you’ll have the knowledge to set up an AI bot that resonates with your prospects, builds trust, and seamlessly guides conversations toward scheduled appointments, allowing you to focus on higher-value tasks.
Kwong v. United States: A Pandemic-Era Decision That Could Reshape Tax Deadlines, Penalties, and Refund Opportunities
Dominique Molina, CPA MST CTS
The 2025 court decision, Kwong v. United States, is quietly gaining traction among tax professionals for exactly these reasons. Its implications could be far-reaching, potentially opening the door to refund claims, penalty abatements, and revived tax deadlines that many assumed were long closed. But there’s a catch: the opportunity to act may be time-sensitive, and the window to preserve claims could begin closing in just a few short weeks. Here’s what the court actually decided and why it matters now.
