HIVE TAX AI
Lotus Li

Lotus Li is a CPA who has transformed 20 years of professional experience into building products with a mission to simplifying everyone’s tax journey. She is passionate about bringing cutting-edge AI into the world of tax and finance and is deeply immersed in designing, building, and launching innovative AI-powered tax solutions.
Client confidentiality and disclosure requirements
Here’s what HIVE AI had to say about "Client confidentiality and disclosure requirements": Client Confidentiality and Disclosure Requirements Overview of Confidentiality Obligations Client confidentiality represents one of the fundamental pillars of professional tax...
E-filing mandate compliance for tax preparers
The electronic filing mandate for tax preparers represents a comprehensive regulatory framework designed to modernize tax administration and improve processing efficiency.
Due diligence requirements for specific tax credits
By law, you must meet four specific due diligence requirements if you are paid to prepare a tax return or claim for refund claiming any of these tax benefits.
What are the preparer penalties for 2025?
Tax return preparer penalties are comprehensive civil sanctions designed to ensure professional competence and compliance in tax preparation services.
How to handle IRS representation matters?
Practice before the Internal Revenue Service encompasses all matters connected with presentation to the Internal Revenue Service or any of its personnel relating to a taxpayer’s rights, privileges, or liabilities
What are the current Circular 230 requirements?
Section 330 of title 31 of the United States Code authorizes the Secretary of the Treasury to regulate the practice of representatives of persons before the Treasury Department (Treasury).
Navigating Clean Energy Credits Under the One Big Beautiful Bill Act (OBBBA)
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, has reshaped the landscape of clean energy tax credits in the United States.
Best AI Tax Tools You Should Try: Revolutionizing Tax Preparation and Planning
The tax profession is experiencing a fundamental transformation as artificial intelligence reshapes how professionals handle research, planning, and compliance.
How AI Is Revolutionizing Tax Preparation: The Future of Tax AI Is Here
AI is transforming the tax industry—streamlining compliance, automating research, and reducing costly errors. From small firms to large practices, professionals now use AI to complete taxes faster and with greater precision.
How do the new Trump Accounts for children work, and what are their tax advantages under the One Big Beautiful Bill?
The One Big Beautiful Bill Act (OBBBA) introduces a revolutionary new savings vehicle called “Trump Accounts” designed specifically to help children build long-term wealth from birth.