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.
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.
Overview
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.
A prompt to start from
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.
Written by Agentic Feats from the source. Not the author's exact prompt.
Sources 1
History
- Source published
- 2026-04-01
- Added to Agentic Feats
- 2026-10-13
- Pick
- No
- Markdown copy
- /c/complex-personal-tax-return-openclaw.md
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