A sole practitioner turns trusted AI into leverage across research, advisory, preparation, and delivery

Company overview

A boutique certified public accounting firm, Joseph C. Greco, Jr., CPAis based in New Hampshire, led by sole practitioner Joseph C. Greco, Jr. The firm provides tax preparation and advisory services for individuals and small businesses with a highly personalized approach. 

Executive summary

Facing the dual pressure of a 450-return workload and rising client expectations for fast, defensible guidance, Joseph C. Greco, Jr., CPA, needed AI he could trust with professional work. The firm adopted a connected Thomson Reuters workflow — CoCounsel for research and document analysis, Ready to Advise for standardized planning and client-ready deliverables, UltraTax for preparation, and SafeSend for secure delivery and e-signature. The trust moment that unlocked adoption came when Greco ran a nuanced real estate professional scenario through three tools. The generic AI was "completely wrong," a competitor was "close," and "CoCounsel was on spot" with citations — proof he could stand behind. Together, these solutions now compress research hours into minutes, turn advisory insights into clear plans with implementation steps, and move finished returns to clients in just a few clicks — all while strengthening client relationships through transparent, plain-English outputs.

The outcomes

The connected workflow now converts hours of research and assembly into minutes of trusted, client-ready work. With CoCounsel, Greco routinely saves five to six hours of deep research, replacing marathon reading sessions with citation-backed answers he can share and defend. 

Ready to Advise helps transform analysis into action. In one engagement, Greco used it to support a multistep advisory plan for a high-income Schedule C filer, including an S-corporation conversion, employment of the client's two children, and Roth IRA setup. The client accepted the plan and is now in year two, showing how advisory can become a longer-term client relationship rather than a one-time recommendation.

UltraTax became a differentiator for Greco after transitioning from a competing tax compliance solution he had used for 35 years. He found that UltraTax not only handled complex engagements more effectively — including multistate, foreign income, and K-1-intensive returns — but also reduced administrative work through a connected data model. Rather than maintaining separate records across return types, UltraTax links individual, partnership, S corporation, and fiduciary returns within a single client database, eliminating duplicate entry and saving time across the preparation workflow. 

As Greco explains, "UltraTax is the Mercedes, the Lamborghini, the Ferrari. It is the top. It handles multi-state returns better. It handles foreign income returns better."

He also credits the unified approach to entity management, noting that "It uses the same database for your S-corporations, partnerships, your fiduciary returns, all tied to your individual return by social security number, where no other software that I've seen does that." 

The result is greater efficiency on even the most complex engagements, with Greco emphasizing that "It saves you time on all levels, like on the multistate returns, on foreign income returns, [and] complex returns with huge amounts of K-1s on them."

UltraTax and SafeSend streamline the final step of return delivery. Greco prints directly from UltraTax to SafeSend, reviews pages, and sends returns in under three minutes, while clients experience a guided portal, simple e-sign, and clear transmittals. The human impact is tangible; fewer back-and-forth’s, clearer explanations, and stronger relationships.

Strategically, choosing AI that meets a professional standard of proof has become a differentiator for the firm. Faster isn't the claim; defensible and explainable is — and that confidence now underwrites the firm's ability to advise, deliver, and grow with AI it can put its name behind.