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Accountancy Slice
North America
According to the second annual U.S. Tax Filing Report by Invoice Home, trust in artificial intelligence (AI) for tax filing has decreased among taxpayers. In 2026, only 37% of respondents considered AI over hiring a tax professional, down from 43% in 2025. Acceptance of AI varied by generation, with declines noted across all groups. Tom Hood, CPA, emphasized the importance of having a CPA as a trusted adviser using technology, stating: “The answer is obvious - you want the CPA as trusted adviser using the latest technology.” The survey also revealed that 42% of respondents felt confident in filing their taxes correctly, while younger generations expressed concerns about potential tax liabilities, with 24% of Gen Z and 21% of Millennials planning to delay filing. Many respondents are seeking support through digital tools and financial advisers.
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