Double-check your CPA's tax returns
Give Grok Bot past returns and source documents and have it flag possible errors before you sign.
What you’ll produce
A list of possible errors by tax year, with the supporting document, estimated impact, and questions for your CPA.
Inputs & connections
- Several years of filed returns
- K-1s, 1099s, mortgage, HSA, and retirement records
- CPA correspondence
- A shared folder (the author used Dropbox) containing all files, even unlabeled
Requires separately configured Grok Bot access to the named data sources. Copying this prompt does not connect any accounts; start with copies or exports.
Your starting prompt
Replace the bracketed fields. This is our suggested prompt, not a quote from the source.
Please do a thorough review of my taxes in [folder] and help me understand if my CPA made any mistakes. Think deeply. For each possible issue, cite the return line and source document, estimate the impact, and say how confident you are. Separate clear errors from questions for the CPA. Do not send, file, pay, or change anything without separate approval. Mark unverified items.
How to run it
- 01
Put returns, K-1s, 1099s, mortgage and HSA records, and CPA emails into one shared folder (the author used a Dropbox folder and a dedicated 'Wealth & Taxes' bot).
- 02
Run the review and read every cited document.
- 03
Send confirmed questions to your CPA yourself.
- 04
Have the bot review any amended return before signing.
Review before you act
A licensed preparer must confirm every finding; the author reports one suggested fix went the wrong direction.
Limitations & success checks
- The bot can misread tax rules or documents; it is not tax advice.
- Uploading tax records exposes sensitive data; limit access.
Measure: Issues confirmed by the CPA and amendments filed.
Sources & attribution
The sources below support the reported example or a tool capability. They do not validate our prompt or prove the outcome in your environment.
Author reports giving Grok Bot 266 files from four years of tax records; it flagged missed mortgage interest, double-counted HSA contributions, missing K-1s, and more, which the CPA then amended. Posted 2026-10-13; flagged for the directory by @ZanirHabib. Results are the author's own report and not independently verified. Screenshot shows the exact two-message prompt and a Dropbox folder connection.
Creator / publisher: @jasonfreedman
Editorial review: 2026-10-14. How we label evidence.