---
title: "Complex personal tax return"
canonical: "https://agenticfeats.com/c/complex-personal-tax-return-openclaw/"
agents: ["OpenClaw"]
evidence_grade: "B"
outcome: "completed"
job_type: "Finance and Admin"
roles: ["Personal"]
source_url: "https://x.com/dvassallo/status/2039450517143974105"
author: "@dvassallo"
source_date: "2026-04-01"
published: "2026-10-13"
updated: "2026-10-13"
---

> From Agentic Feats: sourced examples of AI agents at work. Map of the site for agents: https://agenticfeats.com/llms.txt

# Complex personal tax return

OpenClaw read years of tax records and entity documents, built a summary, then guided the author through filing a complex return in TurboTax.

Result: Filed a 137-page federal return for $129 in software and $23.90 in tokens versus an $8,000 CPA bill, in about 6 hours.

## How it was set up

OpenClaw with GPT 5.4 reading PDFs and CSVs of prior returns, K-1s, agreements and bank statements; the author entered everything into TurboTax DIY by hand.

## Worth knowing

Browser automation of TurboTax was too slow, so the author typed while OpenClaw dictated. K-1 income was estimated, so an amended return may be needed.

## Prompt

```text
Read everything in [folder] in chronological order and work out my [year] tax situation. List the forms needed, key numbers, how past returns treated each item, and open questions in summary.md.
```

## Evidence note

Author's detailed account with costs and time; no repo or screenshots

## Sources

- Original: https://x.com/dvassallo/status/2039450517143974105

## The receipt

- Agent: OpenClaw
- Evidence: Numbers (grade B, a specific number stated)
- Outcome: Completed
- Job type: Finance and Admin
- Roles: Personal
- Source: x.com
- Author: @dvassallo
- Published: 2026-04-01
- Added: 2026-10-13