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AI and Your Taxes: Free Resources
Practical guides for using AI tools with your taxes and finances, safely and with your eyes open.
Guides
Using AI with Your Taxes Safely
Seven ground rules for using AI tools on your taxes without exposing your data or relying on outdated rules.
Read the guideWhat AI Does Well with Taxes, and Where It Trips Up
Where AI tools genuinely help with your taxes and finances, and the specific areas where they most often make mistakes.
Read the guidePre-Filing Checklist for AI-Assisted Returns
A printable checklist to work through before you file a tax return that an AI tool helped prepare.
Read the guideUsing AI to Organize Your Tax Documents
Practical, privacy-conscious prompts for using AI to get your tax documents organized before tax season.
Read the guideGet Deadline Reminders and New Guides
A short email before each tax deadline, plus new guides on using AI with your finances. No spam, and you can unsubscribe anytime.
Used AI on Your Return?
Get a CPA second look with Second Look before you file.