I started using AI in my tax practice the week the first tools went public, mostly out of fear. I wanted to be one of the people who understood this early, not one of the people it left behind.
What began as a way to keep up turned into something else. Over two years of using these tools on real returns, in real practice, I learned where they help, where they do not, and where they can get you in trouble if you trust them blindly. That hard-won knowledge is what this company is built on.
Wilhelm Automation Group was built by two CPAs with a combined four decades in public accounting. We have signed the returns, supervised the reviews, and lived the deadlines. We know where the work is hard and where it is just tedious, and we know the difference between technology that helps a professional and technology that gets in the way.
Ted Wilhelm brings twenty-five years across public accounting and industry finance. Jim Wilhelm brings twenty years in public accounting and two years building AI-assisted workflows on real tax returns in active practice. We started this company because we believe the future of this work is not a platform that replaces the professional. It is a professional with the right tools, configured around how the work actually gets done.