How Sam Leon Uses Claude Cowork to Prep Tax Returns 5x Faster

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