Do you charge clients extra for the AI-generated tax summary/presentation, and how do you get the tax return data into the tool that builds it?

The firm does not charge separately for creating the AI-generated summary presentation itself; it's built into their standard tax prep pricing, which they raised a couple of years ago (roughly $1,000–$3,000 depending on complexity, e.g., a Schedule C filer). They do charge separately for follow-on work like S-corp conversions or tax planning engagements.