Discussion about this post

User's avatar
Alex Willen's avatar

This year I’m using my taxes as a benchmark - first I gave Claude Code all of the tax docs I gave to my CPA for my 2024 taxes and asked it to create my return. It was shockingly close, almost identical to my preparer’s, though it misclassified some real estate income as non passive which ultimately led it to conclude I owed about $4000 more in taxes than I did.

Still, it’s amazing that it not only nailed it aside from that one issue but also found a deduction for one of my businesses that my CPA missed (which my CPA did in fact confirm was wrong, and he’s amending my 2024 taxes as a result).

Once I’ve got everything ready for this year, I’m going to give it to Claude and see how its return compares to my CPA’s.

I’m in the midst of writing this up for this week’s post and I am pretty psyched about it. Halfway through and I think it’ll be my best one since I started my Substack.

No posts

Ready for more?