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:
Matt Biggar, Account Executive; Accordance
Matt Biggar joined Accordance as its first salesperson more than two years ago. A Bay Area native, he has spent over 10 years at hypergrowth startups bringing technology to highly regulated industries. Today, his work focuses on deploying AI across corporate tax departments, public accounting firms, tax law firms, and RIA firms.
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
