I set up your firm's AI policy, WISP update, client consent language, and one working AI workflow in three weeks, then train your team to use it. I'm an Enrolled Agent who builds these systems inside a working tax practice.
In June 2026 the IRS Office of Professional Responsibility issued guidance on how Circular 230 applies to AI. It tells firm leaders to put procedures in place for staff training, data security, accuracy checks, and vetting outside AI tools. Meanwhile, your staff may already be pasting client information into free chatbots.
Free consumer tools can keep what staff type in. Without an approved tool and a policy, you don't know where client data is going.
Paid preparers need a written information security plan under the FTC Safeguards Rule. Few of those plans say anything about AI.
Practitioners disagree on when §7216 requires client consent to use AI tools. The careful route is written consent in the Rev. Proc. 2013-14 format.
Founding firms agree to give an honest testimonial and allow a short case study, and to introduce one colleague if they're happy with the work. Any testimonial I publish notes the reduced rate.
Half at kickoff, half at training. If the training doesn't leave you confident your team can use AI safely, I refund the second half.
Claim a founding spotKickoff call, staff survey, and a list of every AI tool in use.
Policy, WISP section, consent form, and your approved tool configured.
Your workflow goes live and your team gets trained on it.
The workflows I set up for clients are the same kind I build and use every day at Tony Ramos Law, a 7-person IRS representation firm in San Antonio.
Every new-lead call turns into a short, structured summary the team gets right away and the CRM can read.
A standard post-consult intake sheet and team handoff so new clients start the same way every time.
A repeatable system that takes raw video to finished, publish-ready posts for the firm's YouTube channel.
AI assistant setups for calendar, email, and admin work, being built with client data protection in mind.
I'm an Enrolled Agent, enrolled to represent taxpayers before the IRS. My day job is helping run an IRS representation practice, where confidentiality rules shape every system we build. I started Sound Practice AI to help small firms answer a simple question: how do we use AI without getting in trouble? I work remotely with firms anywhere in the U.S.
No. The policy, WISP section, and consent form are templates prepared for your firm's review. Have your own counsel review them if you want a legal opinion.
I'm vendor-neutral. Most firms end up on ChatGPT Business, Claude Team, Microsoft Copilot, or Gemini in Google Workspace. I help you pick the one that fits the software you already use.
About three hours across three weeks: the kickoff, one review call, and the training.
No. I work with firms focused on tax preparation, bookkeeping, and advisory work.
It's best finished before mid-January. After that, I schedule new projects starting in May.
We'll go through the five items above for your firm. You'll leave knowing where your gaps are, whether or not you hire me.
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