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Grok helps a founder find tax errors in four years of returns

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Jason Freedman says he gave Grok 266 unlabeled tax and financial files and asked it to check his CPA's work. Grok found errors including missed mortgage interest, double-counted HSA contributions, and a missing IRA form, and reviewed the CPA's amended return over several versions before it was ready to sign.

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Elon MuskVerified on X
@elonmusk

Grok @Bot can help with your taxes

Jason Freedman@jasonfreedman
I just gave my a Grokbot four years of past tax returns and financial files. Just a dump of folders and unlabled files. K-1s, 1099s, mortgage statements, HSA records, and every email with our CPA. 266 files. I just said, please double check my CPA's work. A few minutes later, it had found a lot of mistakes. Mortgage interest left off our 2022 return entirely. HSA payroll contributions counted twice, four years in a row, which created a penalty tax that never should have existed. A missing IRA form for Jen that would have cost us. On this year's return: home office errors, two K-1s missing, an outdated 1099, and startup losses we never claimed. And a retirement contribution the return already deducted...that we hadn't actually deposited. I sent it all to our CPA. They sent back an amended return. The bot reviewed that too. One fix went the wrong direction. The explanation had typos. Three versions later, all in one afternoon, it said ready to sign. Just a few hours start to finish. With about 90 seconds of my time and attention required. I was just the meat proxy hitting send as Grokbot watched the replies in my email. Our CPA is great and turned every fix around the same day. We chatted afterwards. He wanted to know what I was using - just normal ole' grokbot. I asked him what he was using? No AI tools. I set him up with @magnetictax for next season (we're an investor). All CPAs should be using Magnetic Tax or something like it. Every single one. All individuals should be double checking the work and past work with Grokbot or something like that. Want to copy the exact the prompt I used? it was just this: "Please do a thorough review of my taxes and help me understand if my CPA made any mistakes" "Think deeply" Or just tag your bot into this thread.
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Source: Elon Musk · x.comPublished · added here