The Right AI Tools
Cut through the noise — learn which AI tools actually save time in a tax workflow and which ones to ignore, so you're not wasting hours testing things that don't deliver.
New Course Coming Soon · The Tax Pro's AI Playbook
Learn the AI strategies that will save your business millions.
The Tax Pro's AI Playbook is a live training hosted by Jeremy Lindsey, a practicing tax advisor who has integrated AI into every part of his firm. This is not theory — this is the exact playbook he uses daily. You'll walk away with tools you can implement the same week.
Join the WaitlistHear it from Jeremy
Watch this before you register as Jeremy breaks down exactly what we're building and why it matters.
Inside The Course
What you'll learn.
Jeremy breaks down the AI tools that are actually saving tax professionals time. From drafting client emails to automating repetitive tasks — you'll see exactly how a real tax firm runs with AI built in, and leave knowing how to use it compliantly and confidently in your own practice.
Client Communication on Autopilot
Draft professional client emails, follow-ups, and responses in minutes — not hours. See the exact prompts and workflows Jeremy uses inside his own firm every day.
Automating the Repetitive Work
Identify the tasks eating your billable hours and replace them with automated workflows — so you can serve more clients without working more hours.
Staying Compliant With AI
Using AI in a regulated industry requires guardrails. Learn how to stay accurate, ethical, and audit-safe while still getting the full benefit of what these tools can do.
Behind the Scenes of a Real AI Firm
A live look at how Jeremy has built AI into every part of his tax practice — the actual systems, not a theoretical framework. Walk away with something you can implement this week.
Who It's For
Built for tax professionals ready to work smarter.
- Tax preparers and CPAs overwhelmed by workload
- Enrolled agents looking to scale without burning out
- Bookkeepers ready to add more value to their clients
- Firm owners wanting to reduce manual, repetitive work
- Tax professionals curious about AI but unsure where to start
- Anyone who wants the playbook, not just the buzzwords
New Course Coming Soon
We hosted our first event on July 2nd — and it was a success.
The first Tax Pro's AI Playbook session sold out and the feedback was incredible. We're now building the next round. Join the waitlist below to be first to know when the second course opens — and get early access pricing.