AI-enabled tax operations
We help tax departments automate the manual, brittle work that consumes their year, designed and delivered by a practitioner with 17+ years inside public practice and corporate tax.
Your data stays yours.
The thesis
Tax departments are not short on intelligence. They are short on capacity. Complexity you can manage, given enough time; volume simply drowns you, and the volume keeps growing.
We trained to apply tax law in commercial contexts. Nobody trained us for tax operations, the systems engineering it now takes to keep up with the compliance and reporting demands on a department.
So the highest-leverage use of AI is not a smarter chat window. It is pointing AI at writing the code that automates your repetitive workflows, from a single data-cleansing workbook to a fleet of entity workbooks. AI thinks; code does. The hours come back to the judgment your team spent years training to exercise.
The thesis Kyle brings to heads of tax and their teams.
A practitioner’s assessment of your tax operations: where the hours go, what is automatable today, and a roadmap that respects your governance.
Tax operations consulting →Workflow automation engineered inside the Excel files and systems you already run, no new platforms, no IT project, measured against the manual baseline.
Automation engagements →Training, playbooks, and on-call micro-consulting that make your team self-sufficient with AI, so the capability stays when the engagement ends.
Training & enablement →97%
less hands-on effort than the manual baseline
Canadian public practice firm · SR&ED / public accounting
One bespoke SR&ED preparation workflow was run three ways and measured. The engineered workflow, agents for judgment, code for throughput, and gates for trust, reached the same deliverable with roughly 97% less hands-on effort, and its gates caught real errors before they reached review.
>99%
reduction in roll-forward time
Vancouver-based SaaS multinational · Software (SaaS)
Rolling a 90-tab US GAAP tax provision workbook into a new year consumed 20–30 expert hours and carried real error risk. Eighteen ChatGPT-assisted VBA macros on a control panel now complete it in under two minutes, executable by junior staff.
80%
fewer clicks per monthly cycle
Enterprise sales tax team · Corporate tax operations
A monthly reconciliation across two 200,000-row Excel workbooks ran through 100+ precise manual clicks. Converted into a detailed prompt, ChatGPT generated and executed the code, cutting the cycle to minutes and producing upload-ready exception reports.
“I've lived the long hours and the repetitive volume that wear tax teams down. I started experimenting with AI years before adoption became a KPI, because I was always looking for a better way to work. Helping teams hand that volume to automation, so the interesting work is what's left, is the interesting work to me.”
We map where your function loses the most hours and which constraints matter: tools, data sensitivity, approvals.
One high-friction workflow, automated end-to-end and measured against the manual baseline.
The proven pattern extends across your processes, inside your environment, documented as we go.
Your team learns to run, maintain, and extend what was built. No dependency, by design.
Working on Excel through an AI puts you one layer removed from the sheet. A practical look at the two tools that matter now, the in-workbook add-in and the external AI that writes and maintains your automations.
Why AI cost surprises even the companies that can afford it, and what a tax department should do about it.
The Transformation Has Begun Three publications highlighting AI disruption landed in the span of six weeks earlier this year that caused a predictable reaction. The first was An...
Start with a conversation about where your team loses the most time.
