Exploring the golf improvement process. Open Forum cofounder. Tax Firm Owner (CPA). dad of 3 vb players. startups. side hustles. equity comp tax expert
San Francisco, CA
Joined December 2009
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Yes agreed, I’m a heavy AI user as a tax pro and my ears perk up when I see comments on Twitter that tax accountants will be eliminated. I still have at least 10 conversations a day with Claude or ChatGPT where it says “ I was wrong about that… you were right to push back”…
Nick Chertock retweeted
4 small accounting firms. Real AI workflows:
One Stop CPA paired Blue J tax research with ChatGPT Enterprise to turn complex multi-state M&A questions into memos in 2 hours instead of days.
Agate CPA used Lovable and Claude to build custom website intake forms, boosting conversions by 25% for almost zero cost.
Public Trust CPA built a Power Automate + ChatGPT workflow to route vendor invoices straight into QuickBooks with signed docs attached.
High Rock Accounting built its own client satisfaction tracker in 5 hours using Claude Code, replacing a paid software tool entirely.
These firms picked one annoying, repetitive task and automated it: youtube.com/live/G2xfT5RT9i0…
Probably for 90% of taxpayers sure…. If you haven’t worked in the high net worth space as a tax pro, then you may not be aware that a lot of the documents are only correct if the client and CPA take steps to make them correct. New entities are constantly being created. Loan proceeds need to be traced. Expenses need to be allocated sometimes between multiple activities …It’s not just collecting W2s and 1099s and K1s others give you. Many times you are the one who has to issue these forms based on knowledge of the situation. Knowing what the client does not understand.
The data requires filtering and judgment in many cases. Take a landlord with a dozen properties. The data is often messy and not adequate alone. Clients use their personal accounts for expenses that they don’t know are business related.
People have experiences after commenting that shift their relationship with social media toward quiet lurking…years ago lots of people would comment but if they felt attacked they would usually stop
Clients rarely look at the California return past page 2. Even staff accountants have this habit. I learned to embrace looking at Sched CA on a 540 bc I persuaded myself it was important, but my clients won’t look at it even if I force their eyes open
Everyone teaching creators about taxes promoting deducting all the clothing they wear, and telling trainers to deduct all of their gym clothes and supplements and gym memberships….. seems like all the relevant court cases pre-date the era of the IG influencer, so these Tax “coaches” claim those cases to be irrelevant in 2026.
So if I’m a model and I sell videos of myself wearing 100 different types of underwear, would you agree that the clothing would be deductible, or would you say I could wear the underwear in my personal life so it’s not deductible? @TaxLeverage @KarltonDennis
This last 10/15 was definitely my worst…. I did schedule Tax prep, but the offshore team I was relying on overpromised what they could do and I had to end up taking on a ton of it myself in the last two weeks.
Does their clothing qualify to be deducted under 162A? Or is it personal in nature? Or does it depend on whether they could wear it in public?
My clients can have AI review their return… I’m not allowed to do the same. There are no clear rules in place…right now most Tax firms are way too scared to be dropping a client’s return into an LLM. And we’re not going to be telling clients that they should do it.
It’s kind of hidden actually…. I believe it’s on page 4 of the California return and a lot of tax preparers don’t look beyond the first two pages when they review State returns. If they even look at the State.
The tax people who gave you this return clearly did not actually look at the California return before they signed off. It’s unlikely that they actually thought you should pay this penalty. Not that this helps. I’m sure it’s embarrassing for them.
This is a prime example of a basic mistake not requiring AI. Good for you that OpenAI found it, but half of the responses are going to be questioning why you as the client didn’t notice it. It’s a bonehead error. And a sign that the finished product is not being looked at.