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General small businessGrok Bot

Tax grunt work on Schedules E and F replaced: 100 hours back and about $3k less on the CPA bill

Picked and checked by Olga Pearson, host of The Practical AI Show · Published

Result

self-reported

Grok Bot did the tax grunt work before the October extension deadline, including Schedules E and F. He says it saved about 100 hours, his CPA billed about $3k less than usual because the bot did the work, and overall SpaceX / Grok Bot "probably saved me upwards of 20k on taxes for 2025" plus the time.

Disruption (@DisruptionUp) is a small business owner who still files with a CPA. Right before the October tax extension deadline he had Grok Bot do the grunt work on Schedules E and F. The CPA still filed, but the bill dropped about $3k because the prep was done, and he estimates the combo of time and tax outcome at upwards of $20k for 2025. He says he would rather spend those 100 hours with his wife and kids.

Who did it

Disruption (@DisruptionUp)Small business (Schedules E and F)Disruption (@DisruptionUp) on X · Nov 5, 2026

Try it now

  1. Gather last year's return, your books, 1099s, and Schedule E and F source docs in one folder the bot can read.
  2. Ask Grok Bot to prepare the Schedule E and F drafts from those docs, with every assumption marked for you or your CPA to check.
  3. Have it list open questions and missing forms before anything goes to the CPA.
  4. Send the draft package to your CPA for review and e-file. Do not let the bot file or pay without your OK.
  5. Compare this year's CPA bill and hours against last year, and keep a copy of what the bot prepared.
Copy-paste prompt
You are helping me prepare my small-business taxes for my CPA. Attached: last year's return, this year's books, 1099s, and Schedule E and F source docs. Draft Schedule E and Schedule F with every number tied to a source file. Mark every assumption [CHECK]. List missing forms and open questions. Do not file, pay, or email my CPA until I approve.

Make it run every week

A play works once. Turn it into a routine in three small steps:

  1. Run it once and check the result yourself.
  2. Give your AI a schedule. Tell it when to run this play (every week, or every month) and to message you with what it found before you act.
  3. Keep a log. One line per run: what was checked, anything flagged, what you did.

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What to watch out for

Self-reported in his own X post. Tax work still needs a CPA or enrolled agent to review before filing. A wrong Schedule E or F line can cost more than the hours you save. Build it with Page: a simple tax-doc checklist page your CPA can open each year.

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