Horatio Ulescu

AI Consulting for Tax Professionals

AI Implementation for Tax & Accounting FirmsCut prep time 15-30% without increasing risk or compromising professional judgmentHelping CPAs, Enrolled Agents, and small tax firms adopt AI safely - through practical workflows, compliance guardrails, and staff training that protects client confidentiality.My ApproachSafety First, Results Focused
- AI enhances professional judgment—never replaces it
- Real workflows for tax scenarios—not theoretical concepts
- Compliance guardrails built in—Circular 230, state board rules, firm policies
- No sales pressure—explore AI on your terms

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Invited speaker for professional organizations exploring AI adoption

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© 2025 Horatio Ulescu. All rights reserved.

ABOUT Me

From Enterprise Technology to Tax Professional AI ImplementationWith 30+ years of enterprise technology leadership and hands-on experience pioneering AI implementation systems at Fortune 500 companies, I now focus exclusively on helping tax and accounting professionals adopt AI safely and effectively.Who I Work WithI specialize in working with:
- CPAs and Enrolled Agents looking to integrate AI into their practice without increasing risk
- Small to mid-sized tax firms (2-20 professionals) exploring workflow automation and efficiency gains
- Tax professional chapters and associations seeking practical, implementation-focused education for members
- State and local CPA societies wanting speakers who understand both AI technology and professional compliance requirementsWhy AI for Tax Professionals?Tax and accounting professionals face unique challenges with AI that generic "AI for business" training completely misses:
Client confidentiality requirements - You can't just upload client data to ChatGPT and hope for the best.
Regulatory compliance - Circular 230, state board rules, and professional standards create boundaries that must be respected.
Professional judgment - AI can assist research and document review, but the final call must always be yours.
Time pressure and capacity constraints - Tax season creates intense deadline pressure while firms struggle to find and retain qualified staff. AI handles routine research and document review, freeing you to focus on complex judgment calls and client relationships while reclaiming 15-30% of your time.

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Verification protocols
- Tax professionals need specific workflows to catch AI errors before they become client problems.
My approach addresses these directly. I don't teach generic AI prompting—I help you build safe, compliant workflows tailored to tax practice.What I BringMy focus on AI for professional services comes from direct experience deploying Machine Learning and AI systems at enterprise scale:
- Oracle's early automation implementation team - Learned what works (and what fails) when introducing AI into production environments with real stakes
- Fortune 100/500 technology leadership - Led high-impact projects in cloud platforms, process automation, and predictive analytics
- Customer service automation specialist - Pioneered AI-assisted workflows that improved efficiency while maintaining quality control
- Active AAAI member - Stay current on AI developments through the Association for the Advancement of Artificial IntelligenceHow I work- Workflow audit (where AI helps vs. where it must not be used)
- Risk mapping (hallucination, confidentiality, attribution)
- Tool selection & sandboxing (what is allowed, what is forbidden)
- Governance & staff training (prompts, controls, escalation)I've seen organizations succeed with AI through practical, incremental adoption. And I've seen them fail by chasing technology without protecting professional judgment and client trust.🎯Based in California | Available for remote and in-person presentations

Speaking & Workshops
For Tax Professional Chapters, CPA Societies, and Firms
I deliver practical, implementation-focused presentations on AI for tax professionals—with live demos, real workflows, and clear "do/don't" boundaries for client confidentiality and compliance.
Presentation Topics:
🟢How to use AI safely in tax practice - Real use cases with compliance guardrails
🟢Five AI use cases that save time without increasing risk - From research to document review
🟢AI hallucinations and verifications - Specific protocols for catching errors
🟢Workflow and guardrail design - Building repeatable, safe AI processes
🟢“Good prompts” for the tax profession - Tax-specific prompting strategies
Format Options:
🟢60-90 minute chapter presentations (remote or in-person)
🟢Half-day firm workshops with hands-on practice
🟢Full-day training with implementation planning
Result: Members leave with actionable workflows they can test immediately—not just theory.

• REQUEST SPEAKING AVAILABILITY

• Presentation Companion: Guided AI Assistant. It does not provide tax advice and does not replace professional judgment.

Speaking & Expertise

Services - Hands-On Training & Implementation
Typical outcomes:
- Cut routine prep time 15-30% through AI-assisted research and document review
- Standardize staff AI use with firm-specific safety protocols
- Identify 3-5 high-value, low-risk AI applications for your practice type
🟢Team Training Sessions
Learn by doing using your actual scenarios (no sensitive data)
Result: Staff trained on safe AI use with firm-specific guidelines in place
🟢Workflow Assessment
Identify high-value, low-risk use cases for your practice
Result: Prioritized AI roadmap showing where to start for quick wins
🟢 Tool Selection & Setup
Choose tools based on workflow, not hype - with proper configuration
Result: Right tools for your needs, set up correctly from day one
🟢 Guardrail & Confidentiality Protocols
Protect data and reduce risk with clear usage policies
Result: Written AI usage policy and client data protection checklist
🟢 Ongoing Support
Troubleshooting and scaling guidance as you expand AI use
Result: Confident AI adoption without disrupting client service
Everything is tailored. No generic templates. No one‑size‑fits‑all.

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Safety First
AI Should Never Replace Professional Judgment
AI can be helpful — and it can be dangerous.
I help firms implement standards and guardrails to avoid common risks:
🟢Hallucinated tax citations - AI confidently citing non-existent cases or code sections
🟢Confidently incorrect advice - Plausible-sounding answers that are factually wrong
🟢Outdated information - AI trained on old tax law presented as current
🟢Client-data exposure in free AI tools - Confidentiality breaches through improper tool useWhat I will not do
🟢I will not replace professional judgment with AI
🟢I will not automate regulated decisions
🟢I will not recommend tools that compromise client confidentiality
🟢I will not promise “hands-off” AI compliance
All implementations work within your existing professional standards—Circular 230, state board rules, and your firm's client confidentiality policies.
Together we build AI workflows that make your practice faster — not riskier.
The goal is not to automate judgment — it’s to protect it.

Ready to Explore AI for Your Practice?

Let’s Talk About Your Specific NeedsWhether you're exploring AI for the first time, concerned about compliance risks, or ready to implement workflows—a 30-minute conversation can help clarify your next steps.No sales pitch. No generic advice. Just practical guidance tailored to your practice.

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