About this episode

Blake and David discuss with Sam Leon how AI can significantly speed up tax preparation processes.

Can one accountant really do tax prep five times faster with AI? Blake and David talk with Sam Leon, founder of The Millennial CPA, about how he uses Claude projects to turn client documents into tax workpapers, speed up review, and run a solo firm built around software. They also dig into where AI still falls short, why review remains the bottleneck, and what firms can realistically automate today. Sponsors Digits - http://accountingpodcast.promo/digits The Value Builder System - http://accountingpodcast.promo/value OnPay - http://accountingpodcast.promo/onpay Cloud Accountant Staffing - http://accountingpodcast.promo/cas Chapters (00:00) - Autonomous AI Reality Check (00:11) - Show Welcome and Interview Tease (00:55) - Sponsor Spotlight Digits (02:34) - Trump IRS Deal Dismissed (05:20) - California Billionaire Tax Fight (07:35) - New York Pied a Terre Tax (09:29) - Sponsor Spotlight Value Builder System (11:18) - Xero CEO Pay and Stock Sale (16:39) - Verification Tax and AI Jobs (22:06) - Sponsor Spotlight OnPay (23:21) - 1948 IBM Accounting Machine Lesson (29:56) - Sponsor Spotlight Cloud Accountant Staffing (31:07) - Meet Sam Leon Millennial CPA (32:01) - Solo Firm Vision…

People in this episode

Hosts: Blake Oliver, David Leary

Guest: Sam Leon

Topics covered

• AI in accounting
• tax preparation
• automation
• solo firms
• software tools
• client documents

Keywords

• tax prep
• AI
• automation
• accounting software
• workflow
• review process
• client documents

Sponsors

Digits, The Value Builder System, OnPay, Cloud Accountant Staffing

Mentioned in this episode

Organizations: The Millennial CPA

More episodes of The Accounting Podcast

• EY to Bonus Staff $100M, Deloitte Pays $21M to Settle DEI Case · September 10, 2026 · 1h 11m
• TurboTax Losing Customers Over Price, Thomson Reuters Builds Own AI · September 2, 2026 · 1h 16m
• Rogue AI Agents, Off-Balance-Sheet AI Financing & Xerocon 2026 · August 27, 2026 · 1h 4m
• NVIDIA AI Funding Deal Has "Shades of Enron" & EY Speeds Audits 125%+ · August 19, 2026 · 1h 10m
• PwC Cuts Disney & The Uncertain Career Path for CPAs · August 13, 2026 · 1h 14m
• Grant Thornton to Acquire CBIZ & Trump Puts Immunity Over Blanche · August 4, 2026 · 57 min

Explore listener stats, chart rankings, contacts and more on the The Accounting Podcast podcast page.