Yay! it's US tax season again.<p>I'm a US citizen who has moved out of the US but still needs to pay/file taxes (despite living abroad for almost a decade, having left immediately after Trump 45 was elected).<p>I have US investments, mortgages, bank accounts, coinbase, etc. and I find downloading and auditing each of them tedious and a waste of time each year. Like many here I have mild ADHD and when that is coupled with my feelings on the US autocracy it triggers depression. The toil of performing US taxes creates an intense emotional pain -- and like any dev/ops person I want to find a way to automate. I thought this would get easier as the years passed but it's actually gotten progressively worse each year.<p>Being offshore I experience wildly different targeted advertising and have no friends/social group (beyond HN) to seek advice from.<p>What (if any) open-source AI tools exist to speed up parsing the data, generation of reports etc. I'd prefer CLI and OSS tools that don't require subscriptions. CLI/TUI preferred.<p>Examples might be converting PDF's to CSV using OSS, but what else (ex: categorization, expenses, summaries), agentic workflows, etc?<p>Due to complexities of being offshore I use an accountant who specializes in ex-pat. I don't think software like quicken will be helpful (please correct me if I'm wrong).<p>Others in similar circumstances what tools do you do to make managing US financial accounts & taxes obligations less tedious/painful?
I can only speak for myself but I would never trust LLM's to do anything that required accuracy or understanding the nuances and ever changing details of the US Tax Code. If I were an ex-pat I would send all my documents to a CPA in the US to process and file on my behalf.
Have you ever thought of just hiring an Enrolled Agent to do it for you and be done with it. Talking about the “autocracy” and all that, I feel like you might just be way overthinking this. It’s not that expensive if you’re making all this money.