Blog
Articles, research notes, and product updates from the Tax Alpha team.
June 6, 2026|5 min read
Why Tax Planning Software Hasn't Worked for Business Owner Clients (Until Now)
Tax planning software has been promising the same thing for years. Upload a return, get strategies, save your clients money. The pitch sounds clean. The reality, for any advisor who has worked with business owners or complex California clients, has been frustrating.
Read articleJune 25, 2026|6 min read
Why "AI tax tool" Makes Good CPAs Nervous (And What We Did About It)
Large language models generate text by predicting what's plausible. That's a great feature when you're drafting a client email. It's a liability when you're calculating a deduction. Ask a general AI to compute a client's tax under a given set of strategies and it will produce a figure that looks right, reads right, and may be off by thousands of dollars, with no flag, no warning, and no worksheet behind it.
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