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Dayjob: Tax – evaluating AI agents on 50 professional tax assignments

https://surgehq.ai/blog/dayjob-tax
50•landonxi•1h ago

Comments

holdingunsteady•1h ago
My tax accountant mis-filed my taxes a couple years ago, which cost me about $20K (which I learned after I switched to another accountant later). Don't know if Claude / GPT would make the same mistake or not given SOTA today, but feels like there's an opportunity for models to be saving me thousands or tens of thousands of dollars a year.
ttthuy•1h ago
Someone still needs to take liability for mistakes.

The real issue is that accountant most likely has a track record of those kinds of mistakes - but you have no info on other clients. So you weren’t as informed at the time you chose them vs the new one.

kjksf•59m ago
In this case accountant DID NOT take liability for mistakes.

It's not the accountant that paid $20k for his mistake but the accountant's client.

holdingunsteady•58m ago
Yeah, I looked him up just now actually, and he has a 3-star rating on Yelp... Which I think is pretty low for accountants?

I think the red flag should have been when he printed out all my tax returns and made me pick them up in person, and didn't even send a digital copy.

matkoniecz•55m ago
> Someone still needs to take liability for mistakes.

I am not aware of setups available to me that would transfer liability onto accountant.

So in either case I am taking liability.

(also, I am pretty sure that if corporation loses 10 millions over accountant making bad decisions, they are not going to recover that funds either)

ffwang2•52m ago
yeah i think liability ultimately lies on the individual. of course, you could sue your accountant, but that feels hard, maybe almost as hard as suing the model providers.
matkoniecz•49m ago
At least in Poland it is not viable. Friend's business lost noticeable amount of money because accountant has not filed taxes and lied that they filed and lied that they checked it.

And there was no real path to recovering funds, except small part, after long court case.

At least they were able to fire them without severance pay.

skinfaxi•44m ago
Yes, at least in the US the individual must sign their own return.
ffwang2•55m ago
i'm a bit unclear who has the liability even when you use a CPA. accountants are humans that sometimes make mistakes.
raegis•35m ago
The IRS made it crystal clear to me long ago. The tax filer is responsible for everything on the tax return, regardless of the preparer. Of course, accountants can be liable in other ways, but the filer has to pay the fines if the accountant makes a mistake.
ElCapitanMarkla•15m ago
In NZ the liability is generally on you and not the accountant.
BeetleB•17m ago
My obligatory comment about my experience with tax accountants:

https://blog.nawaz.org/posts/2022/Nov/do-you-trust-your-tax-...

itishappy•14m ago
Sounds like an opportunity which could end up costing or saving $10k and which may be difficult to evaluate.
ffwang2•1h ago
i want to always have a fast way of reviewing my tax returns without having to hassle my accountant or hire another one.
aquafox•31m ago
In Germany, there are companies like Buhl data that let you do your tax return very easily and give a live estimate of your return based on the data you provided. From my experience over the past 5 years, its prediction error is less than 5%.
matkoniecz•53m ago
Sharing all my financial info with LLM companies is not something that I like.

EDIT: good point that paying accountant does not ensure avoiding it

wonderful, you made a good point that make me dislike situation even more

cornholio•48m ago
Your accountant sure will.
vatsachak•48m ago
Some inference providers have a Zero Data Retention policy
ChucklsTheBeard•38m ago
Oh look, yet another reason to use local inference.
oklahomasports•33m ago
Worst case scenario what does OpenAI do with your tax return?
pawelduda•48m ago
I'm surprised Sonnet 5.5 did noticeably better than Opus and Fable. Same pattern in their other benchmarks.
esafak•40m ago
I like their benchmarks. They ask the right, not easy questions: https://surgehq.ai/blog/sudo-l7

Has anyone verified to see if they hold up?

andriy_koval•35m ago
What is human baseline? How it stacks against 10% LLM accuracy?..
waiwai933•33m ago
I have a non-trivial tax situation, as a US citizen living abroad. I prepare my own tax returns, never having found a cross-border tax preparer I trust, and have for the past few years, fed my draft return along with all the supporting paperwork into Claude. It has:

1. found errors, e.g. where I used the incorrect exchange rate (and managed to work out how I had made that error, which I was impressed by)

2. found items which would appear to be errors except for context it did not know

3. flagged areas where it disagreed with me as to the correct tax treatment, but accepted that the law is ambiguous (and in some cases I preferred its interpretation after additional research and in other cases I did not)

4. flagged areas where it disagreed with IRS guidance, and only acknowledged said guidance after I provided links to it

5. provided highly inaccurate estimated tax calculations, and not been able to fix its estimates even when challenged

So my takeaway is that it is a very useful tool for tax, but perhaps unsurprisingly, it is not good enough to dump all your paperwork into and expect a shiny return you don't need to check. (Possibly it is if you just have a W-2 and no other substantial income, but I can't speak for that scenario.)

ivanjermakov•23m ago
I also had a great experience being consulted by an LLM regarding registering a business as a foreigner. Except I'm still very sceptical since it's not my area of expertise and consequences for a mistake are very high.
redanddead•18m ago
you were consulted by an LLM?
sanex•7m ago
He said he's a foreigner, almost certainly a mistranslation.
bitbasher•32m ago
How much can someone trust a report about AI from a company who's domain ends in ".ai"

Not much, I assume.

newhotelowner•22m ago
Not related but I hope QuickBooks learn something and make their software better.

I downloaded 1700 of my transactions and use AI to build an app for it, so I can analyze the transactions and make sure that everything is properly categorized. It used to take me whole day because of the Quickbooks. It took me less than an hour to go through all the transactions.

ajhit406•14m ago
check out https://www.multiplierholdings.com/

it's the most ai-native tax experience for US citizens abroad

waiwai933•11m ago
Are you saying I should use this (or it looks like one of their portfolio companies) as my return preparer, or as a replacement for Claude my return-checker? If the former, I would want to know why I should trust it; if the latter, I would want to know why I should pay for their services given I am already playing Anthropic for a subscription plan anyway.

(It would also help to know if you had a financial interest in or prior experience with this company)

persedes•2m ago
https://claude.com/marketplace/connectors/aiwyn-tax

Try this, it uses a tax engine as the backbone and provides feedback for Claude if it goes off the rails. Albeit it doesn't support every tax scenario.

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Dayjob: Tax – evaluating AI agents on 50 professional tax assignments

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