December 10, 2025

The IRS is deploying AI tools like Salesforce Agentforce to streamline compliance and appeals. Here’s what high-net-worth individuals, business owners, and legacy-minded families should understand—and how to plan accordingly.

The IRS Goes High-Tech: What You Should Know

Earlier this month, the Internal Revenue Service (IRS) began deploying Salesforce’s AI platform, Agentforce, across several of its key divisions, including the Office of Chief Counsel, the Office of Appeals, and the Taxpayer Advocate Service (TAS). This marks a significant advancement in how the IRS processes tax cases—one that aims to bring greater efficiency and consistency to the system.

While AI is often associated with complex algorithms and automation, this implementation is designed to support—not replace—human decision-making, with the goal of enhancing overall service delivery.

What Is Agentforce—and Why Now?

Agentforce is a digital assistant developed by Salesforce that helps IRS personnel perform time-consuming tasks such as document retrieval, case summarization, and drafting. Importantly, this tool is not authorized to make final decisions or issue taxpayer determinations. Instead, it serves as an efficiency booster for IRS staff.

The deployment follows a broader modernization effort at the IRS and comes at a time when the agency is managing resources more strategically. With this change, the IRS is seeking to ensure faster, more accurate, and more consistent processing of cases.

How AI Enhances IRS Administrative Procedures

Integrating AI into IRS workflows allows for:

• Quicker case processing and reduced administrative delays
• More consistent evaluations of similar tax issues
• Improved internal research and document handling

These tools are meant to support the agency’s goals of fairness, transparency, and accessibility—not to introduce unpredictability or replace the human judgment taxpayers rely on.

What This Means for You and Your Advisors

Whether you’re a business owner, part of a high-net-worth household, or managing a legacy-focused estate plan, here’s how this development can help guide your next steps:

1. Opportunities for Streamlined Interaction
The IRS’s use of AI may shorten response times and reduce case backlogs, allowing for more timely resolutions. This is particularly helpful for taxpayers with complex cases or those seeking clarity on compliance matters.

2. Encouragement for Clearer Documentation
Because AI tools help organize and summarize cases more efficiently, ensuring that your documentation is complete and well-structured can support a smoother review process. Think of this as a prompt to tighten up your records, not out of fear, but out of opportunity.

3. Strategic Planning is More Valuable Than Ever
With AI managing routine data processing, IRS personnel can focus more on strategic issues. This presents an opportunity for you and your advisory team to engage more meaningfully in long-term tax and estate planning that stands out for its thoughtfulness and precision.

4. Human Oversight Remains Central
Agentforce provides support—but it’s still IRS staff making the final calls. The focus remains on fair treatment and due process, with AI tools simply helping agents work more efficiently.

Looking Ahead: Collaborating with a More Efficient IRS

We’re seeing a transformation that can benefit everyone involved: taxpayers, advisors, and IRS personnel. As the agency reduces manual bottlenecks, there’s an opportunity for more constructive and timely interactions.

At Omni 360 Advisors and Omni Legacy Law, we view this as a positive development—one that encourages proactive planning, better recordkeeping, and stronger collaboration between advisors and clients.

Let’s Make the Most of This Transition

If you’re considering updates to your tax or estate strategy, now is a great time to do so.

• Schedule a strategy meeting with Omni 360 Advisors to explore planning opportunities with a forward-looking lens.
• Book a legacy or estate plan review with Omni Legacy Law to ensure your family’s future is built on a solid foundation.