Accordance

Dear friends, I am incredibly honored to finally unveil what we've been working on in stealth: Accordance. When Finsam and I first started our journey bringing AI out of the research lab, we discovered an industry filled with some of the most thoughtful, principled professionals we'd ever met: tax and accounting practitioners who became our teachers, our guides, and ultimately our partners. As our entire team spent thousands of hours over the last few years climbing the learning curve, what we've discovered is that we're solving something much bigger than we initially realized. We began to see what keeps everyone up at night, and it wasn't what we expected. 75% of senior accounting professionals are retiring in the next decade, with only a 50% replacement rate. Meanwhile, regulations multiply and edge cases explode in complexity. The profession isn't just facing a labor shortage - it's facing an expertise crisis. That's when it clicked - our mission at Accordance matters more than we ever imagined. Most people think "AI for accounting and tax" means automating routine work - but we're doing the opposite. We're building the smartest tax & accounting AI that can handle the most sophisticated advisory work - the stuff that normally takes decades of experience. It's letting junior staff punch way above their weight and giving seasoned experts superpowers they've never had. We're not replacing professionals; we're amplifying their expertise at the exact moment the profession needs it most. The outcomes we're seeing are remarkable. But none of this would have been possible without our world-class team that sharpens iron with iron, our supporters who've been with us every step of this journey, and every professional who opened their doors and trusted us with their most complex challenges. We're grateful to have you on this mission with us.

Most of the discussion around the IRS's new AI guidance for tax practitioners has centered on billing, whether firms can still charge for research time AI now does in minutes. Kevin Boeckholt, CPA, who leads our innovation practice, says people are focused on the wrong provision. Buried in Alert 2026-19 is a rule that's easy to skim past: relying on an AI tool's output may be unreasonable if that tool is opaque, if it can't show where its answer actually came from. Most tax AI tools can't show that. The alert cites a real example worth knowing. Deloitte Australia delivered a 237-page government report with fabricated quotes and citations to studies that don't exist. AI wrote it, nobody caught it before delivery, and the firm ended up refunding part of its fee. Kevin wrote about why opacity, not billing, is the real risk under Circular 230, and what separates an AI tool that's traceable from one that isn't.

A new client sends over a shoebox of files and the kickoff is in three days. In the files: the entity converted to a single-member LLC on January 1, 2025, and a 2025 partnership return went out anyway, with K-1s issued to members who had already walked out the door. Ask Accordance: "If the parent is disregarded, where does each subsidiary report?" → a diagram "What's at risk on each entity, and what's due first?" → a spreadsheet "Draft a memo on our findings." → a doc, cited to Treas. Reg. §301.7701-3(f)(2) and Rev. Rul. 99-6 "Build our kickoff deck." → client-ready slides 🖊️ Request a free trial: https://accordance.com/

Tax professionals, tired of spending hours of time combing through tax case law? Accordance AI helps firms and tax teams cut tax research time by 80% by streamlining analysis of tax law sources across federal and state law, IRS guidance, treaties and more. It's like having your own tax law library and a librarian to handle the research. Request a trial and ask Accordance a tax question today! 👉 https://lnkd.in/g6dqVkHX

Tax professionals, tired of spending hours of time combing through tax case law? Accordance AI helps firms and tax teams cut tax research time by 80% by streamlining analysis of tax law sources across federal and state law, IRS guidance, treaties and more. It's like having your own tax law library and a librarian to handle the research. Request a trial and ask Accordance a tax question today! 👉 https://lnkd.in/g6dqVkHX

Save time on tax research and build better strategies with AI trained on over 8 million of the most authoritative global tax sources. Learn why thousands of top CPAs, tax practices, and corporate tax teams trust Accordance Tax AI.