Horatio Ulescu

AI Implementation Consultant

Ready to explore AI for your practice?I help professional service firms adopt AI without compromising client trust or compliance.Drawing on 30+ years of enterprise technology leadership and hands-on experience pioneering AI implementation systems at Fortune 500 companies.

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Invited speaker for professional organizations exploring AI adoption

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© Horatio Ulescu. All rights reserved.

ABOUT Me

Professional Background: From Enterprise Technology to AI Implementation
I'm a technology veteran based in Bay Area, California, with over 30 years of experience helping organizations leverage emerging technologies for competitive advantage.
My career includes leadership roles at Fortune 100 and 500 companies in Silicon Valley and Canada, where I specialized in integrating engineering, technical operations, and business strategy. I've led high-impact projects in cloud platforms, process automation, and predictive analytics—consistently delivering measurable ROI.
As an early adopter and implementer of Machine Learning and AI systems, I've specialized in process automation and customer service optimization.
Why AI for Tax Professionals?
My focus on AI implementation for professional services comes from direct, hands-on experience deploying Machine Learning and AI systems at enterprise scale. I was part of Oracle's early automation implementation team, where I learned what works—and what doesn't—when introducing AI into production environments with real stakes.
I've seen organizations succeed with AI by focusing on practical, incremental adoption. And I've seen them fail by chasing technology without protecting the fundamentals that matter.
Tax and accounting professionals face unique challenges with AI: client confidentiality, regulatory compliance, and the irreplaceable value of human expertise. My approach addresses these directly, helping firms gain AI's efficiency benefits while maintaining the professional standards that define their practice.
My Approach
- Safety First: AI should enhance professional judgment, never replace it
- Practical Implementation: Real workflows, not theoretical concepts
- Tailored Solutions: Every practice has different needs and risk tolerances
- No Sales Pressure: I help you explore AI on your terms and with your practice goals in mind
🎯Based in California | Available for remote and in-person presentations

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Speaking & Workshops
For Chapters, Conferences, and Teams
I present on AI for tax professionals with live examples, demos, workflows, and the “do / don’t” boundaries that protect client confidentiality and compliance.Topics include:
🟢How to use AI safely in tax practice
🟢Five AI use cases that save time without increasing risk
🟢AI hallucinations and verifications
🟢Workflow and guardrail design🟢“Good prompts” for the tax profession
🟢Suitable for small tax practice groups, state/local chapters, and professional associations
Callout:
Remote and in-person sessions available.

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Services
Hands-On Training & Implementation
🟢 Team Training Sessions — learn by doing using your actual scenarios (no sensitive data)
🟢 Workflow Assessment — identify high-value, low-risk use cases
🟢 Tool Selection & Setup — choose tools based on workflow, not hype
🟢 Guardrail & Confidentiality Protocols — protect data and reduce risk
🟢 Ongoing Support — troubleshooting and scaling guidance
🟢I meet each firm where they are — whether the goal is early exploration, structured pilot adoption, or full workflow integration
Everything is tailored. No generic templates. No one-size-fits-all.

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
🟢Confidently incorrect advice
🟢Outdated information
🟢Client-data exposure in free AI tools
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!
Whether you're curious, cautious, or ready to implement, a conversation is the easiest first step.
No obligation. Just clarity.

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