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Lotus Li

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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.

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Year‑End Tax Planning: How AI Tax Research Tools Empower CPAs

Year‑End Tax Planning: How AI Tax Research Tools Empower CPAs

As the calendar year winds down, CPAs and taxpayers have an opportunity to make moves that could affect next year’s tax bill. The IRS reminds taxpayers that the U.S. tax system operates on a pay‑as‑you‑go basis, so checking your withholding during the year is important to avoid a surprise bill or an unnecessarily large refund.

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