I Built an AI Agent to Do My Small Business Taxes
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
I Built an AI Agent to Do My Small Business Taxes
-
ナレーター：
-
著者：
Welcome back to Season 2 of Data Party! 🥳
As a small business owner, preparing taxes is one of those tedious, time-consuming tasks that nobody looks forward to. Too many forms, too much sorting, and way too much manual work.
In this season premiere, we’re fixing that by building an autonomous Tax Agent designed to handle the heavy lifting!
In this episode, we cover:
• The 2-Flow Architecture: Setting up quarterly checks and sweep confirmations.
• Connecting External Services: How we integrated Plaid to fetch financial transactions smoothly.
• File Tree & Claude MD: Structuring project files and instructions for clean execution.
• Real-World Demo: Watching the agent categorize expenses, update from human feedback in real-time, and calculate tax estimates.
• Iteration & Prompt Evals: Honest lessons learned from building and debugging AI agents.
🐙 Grab the Code:
Want to set this up for your own workflow? Grab our open-source GitHub repository here:
https://github.com/Happychick
⚠️ Disclaimer: This podcast is for educational and building purposes only. We do not provide financial or tax advice—always consult a certified CPA for official filings!