Using AI in Your Enrolled Agent Firm

Episode 38: In this episode, Timalyn continues her Enrolled Agent Firm practice management series. This week, she talks about AI in Enrolled Agent Firms. Timalyn is often met with the question, Timalyn will AI replace Enrolled Agents? In this episode, Timalyn confirms that her answer is absolutely not, and shares why. Timalyn urges listeners to use AI responsibly in Enrolled Agent firms. Allowing it to enhance the services they already offer, not rely solely on AI to do the technical work. She also warns that if you are putting client data in AI that must be included in your WISP, and a disclosure must be made to the client under section 7216. Things discussed in this episode: Will AI Replace Enrolled Agents? How to use AI responsibly in your Enrolled Agent firm? Adding the use of AI to your WISP Disclosing to clients that you are using AI Not using AI in tax preparation or tax representation if you don't know how to do the work without AI Different administrative tasks where you can use AI If you're interested in connecting with Timalyn on LinkedIn, her page is ⁠Timalyn Bowens, EA⁠. During this episode, Timalyn mentioned her paid community. If you are interested in joining, you can find the information here: https://www.americasfavoriteea.com/pr... Let us know your favorite part of the episode in the comments! Purchase your ticket to the 2026 Enrolled Agent Firm Bootcamp: https://www.americasfavoriteea.com/ev... Check out the 2026 Enrolled Agent Firm Bootcamp Itinerary:https://www.americasfavoriteea.com/po...