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THE
FIRM EDGE
AI is impersonating the IRS — protect your clients now

Mar 10, 2026

AI is impersonating the IRS — protect your clients now

Tax season just got riskier. The IRS's 2026 Dirty Dozen now flags AI‐powered identity theft as a top threat. Crypto clients are accidentally overpaying by thousands, and a new AI filing platform backed by a former IRS Commissioner is shaking up the DIY market. Here's your tactical breakdown:

AI Tax Risks, the MTD Command Center, and a Grok Warning

Mar 4, 2026

AI Tax Risks, the MTD Command Center, and a Grok Warning

This week — a full financial close agent, a new MTD command center, and a government warning that AI tax hallucinations are already hitting tribunals. Let’s dive in.

The $1.15B bet on accounting AI

Feb 26, 2026

The $1.15B bet on accounting AI

This week brought a unicorn-valued accounting agent, a mandatory QuickBooks change, and a fraud warning every firm should note. Here’s what matters.

This week's AI tools for tax season

Feb 19, 2026

This week's AI tools for tax season

Tax season is in full swing, and the tools pulling ahead are the ones built for accounting workflows, not retrofitted from generic automation. This week: a bookkeeping agent cutting real reconciliation time, big-firm validation of agentic AI in tax, and a shutdown story that belongs on every firm's due diligence checklist. Let's dive in.

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