The fall tax season is here, with major deadlines looming in September and October. For CPAs, this means long hours, tight turnarounds, and the pressure of juggling multiple client cases. The good news? AI tax research and AI tax planning tools, like Hive Tax AI, can help you save time, reduce errors, and keep your clients happy. Read on to learn how to streamline your workflow and get ahead of deadlines this season.
The Fall Crunch: Deadlines You Can’t Ignore
Every year, the fall brings a second wave of tax deadlines. CPAs know them all too well:
- September 15 – Extended deadline for S Corporations and Partnership returns (Form 1120-S and Form 1065).
- October 15 – Extended deadline for Individual returns (Form 1040) and C-Corporations (Form 1120).
With only weeks between these deadlines, the fall season can feel just as overwhelming as April. This is the time when CPAs must prioritize efficiency without sacrificing accuracy.
Why Fall Season Is Different from April
Unlike April, when most returns are filed the first time, fall season is about complex returns:
- Clients who needed more time often have complicated tax situations.
- Returns may involve business owners, multi-state filings, or high-net-worth individuals.
- Planning opportunities—like Roth conversions, charitable strategies, or year-end business deductions—become more urgent as the calendar year winds down.
This makes fall not just about compliance, but also about proactive planning.
How Hive Tax AI Helps You Work Smarter
Instead of spending hours digging through the IRS website, tax court cases, and outdated guides, Hive Tax AI lets you:
- Speed up tax research: Simply type your tax question and get an AI-powered response with citations to IRS code, regulations, and official guidance.
- Cut down errors: Hive’s AI is trained on authoritative tax data, giving you confidence in your answers.
- Save client-facing time: Summarize rulings and guidance in plain English, ready to send to clients.
Imagine answering a client’s AMT or multi-state apportionment question in minutes—not hours.
Turn Compliance Into Planning with Hive Tax Planning
Fall season is also the perfect time to pivot into year-end planning. The Hive Tax Planning Tool helps CPAs:
- Run multiple “what-if” scenarios for clients (e.g., Roth IRA conversion, income deferral, or maximizing charitable contributions).
- Generate ready-to-use planning reports with charts, visuals, and strategy explanations.
- Identify overlooked strategies for business owners, real estate investors, and high-income earners.
With Hive, you can shift conversations from “here’s your tax liability” to “here’s how we can lower it before year-end.”
Recommended Workflow for CPAs This Fall
- Block out your deadlines: Know exactly which clients are due in September vs. October.
- Use Hive Tax AI for research: Stop wasting time scrolling IRS PDFs—get answers instantly.
- Leverage Hive Tax Planning Tool: After compliance, run year-end tax strategies to show proactive value.
- Prioritize high-value clients: Use AI tools to scale planning without burning out.
Final Thoughts
The fall tax season doesn’t have to be a grind. With Hive Tax AI and the Hive Tax Planning Tool, CPAs can save hours on research, uncover more planning opportunities, and deliver greater value to their clients.
Get started with our AI tax tool today and see how AI can transform your practice before the October rush.Need help navigating these changes?