A Year with Accordance:
Bringing Frontier AI to Tax & Accounting
Discover how purpose-built AI is transforming tax research and planning. Learn how Accordance, the first multi-agent LLM trained on federal and state tax authority, reasons like a CPA - identifying issues, evaluating authority, and producing cited, partner-ready analysis - while elevating junior staff and improving quality of life across the firm.
Presentation Summary:
This session explores how purpose-built AI is reshaping tax research and planning for practitioners. Founded by Stanford AI Laboratory researchers, Accordance is the first multi-agent LLM trained specifically on federal and state tax authority - the IRC, Treasury regulations, case law, rulings, and administrative guidance. We will walk through how the model reasons like a CPA: identifying issues, locating and evaluating authority, extracting fact patterns from client files, and developing partner-ready recommendations with full citations. Using real fact patterns, attendees will see how the technology handles complex scenarios - partnership redemptions, collectibles characterization, and multi-state exposure - with measurably higher accuracy than general-purpose models, closing on a deployment philosophy that elevates staff and improves quality of life.
Learning Objectives:
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Identify how an AI model trained on primary tax authority structures a research workflow, from issue identification through evaluation of authority to recommendations.
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Evaluate the accuracy of purpose-built tax AI against general-purpose models using complex fact patterns involving characterization, applicable rates, and multi-state exposure.
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Apply a deployment framework that uses AI to elevate junior staff, distribute SME knowledge, and improve practitioner quality of life without replacing professional judgment.
About Our Speaker:
Neo Kounalakis, Account Executive; Accordance
Neo Kounalakis is an Account Executive at Accordance, an AI-powered tax research platform serving CPA firms and tax professionals. He works directly with firm leaders to deploy frontier AI across tax practices, leading onboarding, training, and adoption.
He holds a degree in Economics from Stanford University and joined Accordance as the ninth employee.
A Special Thanks to Our Event & Wine Sponsor
Meeting Agenda/Schedule
September 10, 2026
6:00pm - Check In, Networking & Reception
6:30pm - Sit Down Plated Dinner
6:45pm- Welcome & Announcements
7:00pm- Speaker Presentation
8:00pm- Event Concludes
REGISTRATION COST
Members - $95 | Guests - $115
AFTER 9/8/2026
Members - $105 | Guests - $125
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals
