Turn tax prep and compliance work into a controlled AI workflow from source data through filing readiness
4 sections · 7 lessons
Define the scope, standards, and baseline workflow for AI-assisted tax preparation and compliance.
1 lessonApply AI to source data extraction, tie-outs, and book-to-tax adjustments, including M-1/M-3 work.
2 lessonsExamine entity, owner, and multi-state compliance logic, then build tax research, memos, and position support.
2 lessonsAutomate diagnostics, review checks, and filing readiness, then operationalize the workflow for the next engagement.
2 lessonsTax return preparation with AI starts by defining the standards, scope, and controls that keep the work defensible. This course shows how AI can support source data extraction, tie-outs, book-to-tax adjustments, compliance logic, tax research, and review steps without losing the audit trail. It is built for accountants and tax professionals who want practical ways to reduce manual effort while keeping returns, positions, and filing readiness under control.
The course covers workflow baseline, AI-ready source data extraction, tie-outs, book-to-tax adjustments, and M-1/M-3 handling. It also addresses entity, owner, and multi-state compliance logic, tax research and memo support, review diagnostics, filing readiness, and operational playbooks for the next engagement.
From project managers and operators to founders, analysts, and teams adopting AI, Fenzo is for people who want to get better at the work they already do.
Anything from using AI for project planning and analysis to improving workflows, decision-making, communication, and delivery. If you can describe the skill or task, Fenzo can build a course around it.
Yes. Tell Fenzo what you do, what you’re trying to accomplish, and where you’re stuck, and Fenzo will shape the course around your role, your goals, and the work you actually have to do.
No. Fenzo adapts to your starting point, so you can begin with the fundamentals or jump straight into more advanced work.
Yes. Fenzo for Business puts the whole team on one plan — shared seats, courses you can assign, and reporting on who has finished what.
See Fenzo for BusinessYou start by describing your goal or taking a short skill benchmark. Fenzo uses that context to identify gaps and shape the learning experience around them.
Yes, Fenzo works in your mobile browser.
Something to operate in every section.
Three findings from decades of learning research shaped how every Fenzo lesson is built.
Average pass rate · Freeman et al., PNAS 2014
What the science says
Students in lecture-only classes are 1.5× more likely to fail.
How Fenzo does it
Every Fenzo lesson is interactive. No passive reading or watching, ever.
You work through itAI does it for you
Skill retention over time · with vs. without practice
What the science says
Offloading thinking to AI erodes the very skills you’re trying to build.
How Fenzo does it
Fenzo makes you do the thinking — guided, but never done for you.
Retrieval practiceRe-reading
Long-term recall · retrieval vs. re-reading
What the science says
Recalling information beats re-reading it for building durable understanding.
How Fenzo does it
Lessons weave in quizzes and recall prompts, so it sticks.