The tasks · Tax PreparersSOC 13-2082.00
Compute taxes, complete forms, and verify calculationsWhat can do this →
92% · agentMostly automatable
Review financial records and determine required formsWhat can do this →
88% · agentMostly automatable
Identify deductions, credits, and tax optimization strategiesWhat can do this →
85% · agentMostly automatable
Interview clients and gather financial informationWhat can do this →
82% · agentMostly automatable
Answer client questions and provide tax guidanceWhat can do this →
64% · agentPartly automatable
Schedule client appointmentsWhat can do this →
64% · agentPartly automatable
The team6 agents · 6 need no setup
Tax Calculation Agent
Intuit TurboTax · Microsoft Excel · Tax software
● No integration needed
Financial Records Analysis Agent
Intuit QuickBooks · Microsoft Excel · Microsoft Access
● No integration needed
Tax Optimization Agent
Tax software · Intuit ProSeries · Microsoft Excel
● No integration needed
Client Intake Agent
Email · Docs · Chat
● No integration needed
Tax Advisory Agent
Email · Chat · Tax software
● No integration needed
Scheduling Agent
Calendar · Email · Microsoft Outlook
● No integration needed
You keep this
Sign and certify tax returns as preparer of recordOwn legal and professional liability for tax positions takenMake final judgment calls on complex or ambiguous tax situationsMaintain trusted advisor relationship for high-stakes financial decisions
Automatability scores estimate how much of a task an agent can reliably do today, grounded in O*NET task data. They are not predictions of job loss.
Start with these three
The most automatable work in this job, and the one tool we would use for each. Every task has a page of its own with the reasoning and every occupation that does it.
