Will AI change how your tax return gets prepared, reviewed, and defended?
Amanda Argue is co-founder and chief of staff at Instead, a tax platform built around AI agents. She and Ben talk about what that technology means for the firms that prepare and review returns.
They cover the difference between a chat assistant and an AI agent, why a return that arrives 80 to 90 percent done still needs an expert reviewer, and why Amanda thinks hourly billing is on its way out.
If you rely on a tax preparer or run a firm, this is a look at where tax work is heading. Listen now.
Listen on Apple Podcasts | YouTube
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