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Tax Resolution Academy®: Tax Pro's Edge AI Summit

Full recordings and tools from a live AI summit built for tax professionals

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The Tax Pro's Edge AI Summit captures two full days of practical AI training built specifically for tax professionals. Rather than broad, generic AI content, the summit is designed around the actual workflows, compliance demands, and client relationships that CPAs, EAs, and tax attorneys navigate every day — making the content immediately actionable in a real practice setting.

Participants walk away with a concrete roadmap for integrating AI: a structured thirty-, sixty-, and ninety-day implementation plan, fifty done-for-you prompts and templates ready to deploy, and a bonus AI course that extends the learning beyond the recordings. Whether you're just beginning to explore AI or looking to systematize what you've already started, this summit delivers both the knowledge and the tools to move quickly.

Outcomes

  • Use AI to work faster and serve more clients
  • Implement AI in your practice within 90 days
  • Build AI-powered workflows tailored to tax work
  • Save hours on repetitive client communication
  • Evaluate AI tools with confidence for your practice

What's included?

  • Full Summit Recordings (Both Days)

    Complete access to all sessions from both days of the Tax Pro's Edge AI Summit, available on demand with no expiration.

  • 50 Done-For-You AI Prompts & Templates

    A ready-to-deploy library of AI prompts and templates built for real tax resolution and client communication workflows.

  • Both Attendee Workbooks

    Downloadable workbooks from both summit days to help organize notes, strategies, and implementation action items.

  • Both Slide Decks (PDF)

    Complete presentation slides from all summit sessions for easy reference, review, and ongoing use.

  • 30-60-90 Day AI Implementation Plan

    A structured action plan for integrating AI into your tax practice in a realistic, step-by-step timeline.

  • Bonus: AI for Tax Professionals Online Course

    A dedicated bonus course extending the summit content with deeper training on practical AI applications in tax work.

Who is this for?

  • CPAs, EAs, and tax attorneys ready to integrate AI into their daily workflows
  • Tax professionals looking to save time on repetitive tasks without sacrificing quality or compliance
  • Practitioners curious about AI but unsure where to start or what tools actually fit tax work
  • Those who missed the live summit and want full access to sessions, tools, and implementation resources

About the creator

Dan Henn picture

Dan Henn

Co-Founder of Tax Resolution Academy | CPA, CTR™ & Tax Resolution Expert

Dan Henn is a Certified Public Accountant (CPA) and Certified Taxpayer Representative™ (CTR™) with more than 30 years of experience in IRS Representation experience. As co-founder of the Tax Resolution Academy®, he has become one of the most recogniz...