One Stop CPA
Fully digital tax and advisory firm, Fort Lauderdale, Florida
- Size
- 7 staff
- Where
- US
The job
Runs complex client tax questions through an AI tax research tool, then uses ChatGPT and a library of saved prompts to turn the CPA's findings into client deliverables.
Tool: BlueJ and ChatGPT (enterprise version) · More using ChatGPT
What happened
Research on a client's merger and state tax question took about two hours, which the founder says is much less time than before.
Founder Brian Davis reviews every output and makes the final call: "AI is a starting point, not the final answer."
Before you believe it
Check every authority the tool cites before you advise. Use a business or enterprise plan so client data isn't used for training, as the firm does. The two-hour figure is the founder's own estimate with no stated baseline.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
A client is considering [DEAL_DESCRIPTION] and moving from [STATE_A] to [STATE_B]. List the federal and state tax questions this raises, the authorities I should check for each, and the facts I still need from the client.
Source
Journal of Accountancy ↗, 1 August 2026 · press
This source is independent press coverage, not written by the tool supplier.
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