The AI Agent That Can Do A Partnership Tax Return

About this episode

Blake and David discuss the implications of AI in preparing partnership tax returns and various regulatory topics affecting the accounting industry.

Can an AI prep a partnership return on its own? Blake and David dig into Basis’s $100M unicorn claim, Intuit’s OpenAI/Anthropic tie-ups and Claude Cowork, and what it means for firms. They also cover how to capitalize on tariff refund lawsuits, the Senate’s push to regulate tax preparers, and the SEC weighing twice-a-year reporting—plus a quick warning about the fake “IRS locker” scam. You’ll learn where AI helps now, what to watch, and how to advise clients. Sponsors Cloud Accountant Staffing - http://accountingpodcast.promo/cas OnPay - http://accountingpodcast.promo/onpay UNC - http://accountingpodcast.promo/unc Chapters (00:00) - Welcome and Headlines (01:51) - Sponsor Cloud Staffing (03:10) - Tariffs Legal Fallout (05:50) - Refund Lawsuit Wave (09:02) - Basis AI Unicorn (15:23) - Intuit Earnings AI Blitz (25:59) - Claude Cowork Automation (32:16) - Managing Agents at Work (34:21) - AI PR Pay Boom (36:46) - AI Agents for Accounting (37:39) - SaaS Giants vs AI (39:01) - Finance Grade AI Trust (41:22) - IBM COBOL Shockwave (43:03) - Audit Enforcement Drop (44:34) - Regulating Tax Preparers (45:40) - Twice a Year Reporting (48:36) - Prediction Market Tax Bet (50:43) - Washington…

People in this episode

Hosts: Blake Oliver, David Leary

Topics covered

• AI in accounting
• partnership tax returns
• tariff refund lawsuits
• tax preparer regulation
• SEC reporting
• IRS scams

Keywords

• AI
• partnership tax return
• Basis
• Intuit
• tariff refunds
• tax preparers
• IRS scams
• SEC reporting
• Claude Cowork

Sponsors

Cloud Accountant Staffing, OnPay, UNC

Mentioned in this episode

Organizations: Basis, Intuit, OpenAI, Anthropic, Claude Cowork, IRS, SEC

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