Build reviewer-ready Excel tax support schedules using SUMIF, XLOOKUP, and structured workbook design that maps cleanly to ONESOURCE inputs.

Use AI tools to draft tax summaries and checklists, apply the OJSFC prompt framework, and verify outputs before they enter any workpaper.

Conduct defensible tax research using the hierarchy of tax authorities and document structured research notes ready for reviewer use.

Extract trial balance and account activity data from ERP systems and map accounts to tax return lines using a crosswalk template.