Tax advisors know the busy season well: deadlines stack up and the time for real advice shrinks. The careful thinking a client deserves gets squeezed.
At Schürmann, Schürmann & Schürmann Steuerberatung GmbH, a tax advisory firm in and around Berlin, the team decided to win some of that time back.
What Schürmann, Schürmann & Schürmann Steuerberatung GmbH did
According to Haufe, tax advisor Sebastian Schulze says the firm's roughly 110 staff use about 50 to 70 AI agents that run on Langdock, a GDPR-compliant platform. The agents mainly handle research, analysis and writing. For specialist research the firm uses specialized professional AI systems, and an agent then turns the results into drafts such as cover letters.
Schulze is also clear about the limits. When agents calculating vacation provisions gave inconsistent results, his conclusion was: "AI can't calculate." For calculations he builds his own small browser tools that run locally without an internet connection.
What it already gives the business
The goal is to automate routine work, with people staying in charge of the advice. Schulze: "We use the time gained to advise clients even more individually, precisely and specifically, especially on the days when, in normal day-to-day firm life, the minutes for extra thinking, questioning and explaining are often missing."
The firm uses AI where it is reliable and keeps it away where it is not. That judgment is itself firm knowledge worth recording.
The ExValu perspective, a hypothesis
Where a Company Brain could take it next
Agents speed up tasks. The firm's deeper asset is its advisors' judgment about each client: which arrangements worked, which questions the tax office tends to ask, where the risks sit.
A Company Brain could keep that judgment next to the agents, so a new advisor learns how the firm thinks, and the rules on where AI is and is not used stay visible. That is our hypothesis.
What an owner and a buyer would look for
Track hours on routine work, time spent on client advice and errors caught in review.
A buyer of a tax practice looks for documented processes, a compliant AI setup and clear rules on where software decides and where an advisor does. Client tax data stays inside approved, GDPR-compliant tools.
The problem behind this case
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About this analysis
* The image is AI-generated and does not show Schürmann, Schürmann & Schürmann Steuerberatung GmbH staff. The facts and figures on this page come from the published source named below.
This is an independent ExValu analysis of a published case. Facts, figures and names are as reported in the source below, which our team checked on October 12, 2026. The ideas for next steps are our own perspective and make no claim about conditions inside Schürmann, Schürmann & Schürmann Steuerberatung GmbH. To request a correction or removal, write to [email protected]. Quotes from the German-language source are translated by our team.
Primary source: Independent trade journalism, Haufe, July 2026. Available at www.haufe.de/steuern/taxulting/wie-steuerberatungskanzleien-ki-agenten-nutzen_598848_690950.html.