For years, complex tax questions often meant referring work out, calling a specialist, or telling a client, “Let me get back to you.” That creates a difficult choice for smaller firms: turn away work they could potentially serve, or spend significant time researching questions that sit outside their everyday workload.

In this episode of Accounting Tech Talks, we sit down with Adam, founder of Bizora, to explore how AI is changing that equation.

We talk about the growing capabilities of frontier AI models such as ChatGPT and Claude, and why they can already handle a large part of complex tax analysis. But tax has a difficult final layer: edge cases, nuances, jurisdiction-specific rules, treaty questions, and the details that can change an answer.

That is where the conversation gets interesting.

Adam describes this as the “last mile of tax” and explains how specialized AI can help tax professionals work through those harder questions rather than simply using AI as a faster research tool.

We also discuss what this could mean for smaller CPA firms that want to expand beyond routine compliance work and take on areas such as:

• Cross-border tax and entity structuring
• Multi-state taxation
• Tax treaty analysis
• Sales and property tax questions
• Apportionment
• More nuanced federal tax questions
• Advisory work that traditionally required specialized expertise

The bigger question is not whether AI will replace tax professionals. It is what happens when a small firm can access capabilities that were previously difficult to build in-house.

Could AI help a 1 to 10 person CPA firm say yes to more complex client questions? Could it reduce the gap between smaller firms and firms with large tax transformation or specialty tax teams? And as AI models continue to improve, will the future of tax technology be a collection of separate applications, or will professionals work through AI models connected to specialized tools, data, and workflows?

We get into all of that, including where general-purpose AI is already strong, where specialized tax technology still matters, and what the next generation of AI-enabled tax workflows could look like.

If you run a CPA or tax firm and are thinking about how AI can expand your firm's capabilities, this is a conversation worth watching.

🎙️ Accounting Tech Talks
Guest: Adam, Founder of Bizora

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Accounting Tech Talks is an initiative by Credfino, an offshore accounting partner built to help CPA and accounting firms grow.

Whether you need the right accounting staff, support with technology, help implementing new tools, or simply want to figure out how to build a better, more efficient firm, we’re here to help.

If you’re a CPA or tax firm owner exploring AI, technology, or new ways to expand your firm’s capabilities, this conversation is for you.

Check out Bizora here

Learn more about Credfino here

Host of the Podcast - Dheeraj Pandey