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Shown·Partial·Claude Code

Tax prep with Claude Code

Claude Code compiled charitable contributions, itemized deductions from email and card statements, and a Schedule C for the author's consulting income.

Resultrc_YW8BM6GN

The author finished most of their tax prep in about three hours, work they say would have cost $1,000 from an accountant.

ShownPartial · Blog · Oct 13 · Last checked Oct 13, 2026

Overview

How it was set up

Claude Code with custom skills such as /tax-guide, /tax-collect and /tax-compile, plus a Gmail MCP to find documents. Output went into spreadsheets for tax software.

Worth knowing

Some steps stayed manual, such as eyeballing card statements to flag medical and childcare charges. Figures were entered into tax software by hand.

A prompt to start from

The source does not show the prompt.

Sources 1

Originalclaudeblattman.com/tax-workflow

History

Added to Agentic Feats: 2026-10-13
Pick: No
Markdown copy: /c/tax-prep-with-claude-code.md

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