Tax Planning & Structuring Intelligence

A UK-based accounting firm, MHA, implemented a robotic tax assistant that automatically extracted and processed data from personal tax return documents. According to a 2025 SmartDev analysis, within the first year the AI handled over 5,000 returns, saving up to three hours per return and reclaiming more than 45,000 hours for advisory work, with the firm reporting a four-times return on investment by reducing seasonal workloads and minimizing human error. While this example focuses on compliance processing rather than strategic tax planning, it illustrates the efficiency trajectory that AI delivers when applied to document-intensive tax workflows.

In the transfer pricing domain, KPMG Germany implemented automation for the annual creation and updating of local files and master files for a European real estate sector client. According to a September 2025 Bloomberg Tax article, the engagement revealed that generative AI was effective for 40% of tasks that had previously caused significant bottlenecks in the transfer pricing documentation process. RSM, a major U.S.-based professional services firm, partnered with Additive in November 2024 to deploy generative AI for processing K-1, K-3, and state K-1 tax documents, enabling rapid data extraction and structured formatting that previously required weeks of manual effort. RSM also partnered with Blue J to implement generative AI for enhanced tax research and compliance analysis, with regional accounting firms citing approximately two hours saved per user weekly through the platform.