On this episode, April Walker is joined by Benjamin Alarie, CEO and co-founder of Blue J, to discuss the ways that artificial intelligence (AI) is changing tax practice – not only by accelerating research and compliance work, but also by reshaping how firms define and deliver value.

Ben shares new research showing widespread AI adoption among tax professionals and how firms are using the resulting time savings to improve client service, strengthen work-life balance and focus on higher value advisory work. The discussion explores whether the traditional billable hour model still makes sense when technology can dramatically reduce time spent on technical tasks.

Together, April and Ben also examine the IRS Office of Professional Responsibility's (OPR) preliminary guidelines on responsible AI use and why professional judgement, due diligence and client trust remain essential in an AI-enabled profession.

Questions answered in this episode:

How quickly are tax professionals adopting AI based on the most recent CPA.com/Blue J survey and what are they using it for?
If AI can potentially provide research results in minutes instead of hours, how could this affect how firms think about pricing their services?
What does the IRS Office of Professional Responsibility's guidelines on responsible AI use mean for tax practitioners?
How can firms use AI to improve client service while maintaining professional responsibility and quality?

**Blue J's AI-powered tax research delivers instant, reliable insights grounded in primary authority, Tax Notes, and IBFD — so you can focus on applying your judgment where it matters most. Start your free trial today.

AICPA resources

AICPA insights: Introductory guidelines for responsible AI use in federal tax practice

2026 AI Tax Research Solution Outlook Report by CPA.com and Blue J

Artificial Intelligence (AI) Tax Research Center

Statements on Standards for Tax Services (SSTSs)

Treasury Department Circular No. 230

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