Tax and AI

Mike and Kevin sit down with Jake Jordan for a practical conversation about AI: what it actually is, how to use the tools you already own, and how to chain them into systems that work for you. Along the way they uncover the tax angle, R&D credits that help pay for AI adoption, and the cautions every taxpayer needs around accuracy and data security.

Get in touch: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e20-tax-and-ai&utm_content=show-notes#contact-1
Take our 5 minute tax assessment: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e20-tax-and-ai&utm_content=show-notes#taxassistant

Connect With Jake
• Website: https://lamplightcircle.com
• Contact: jake@lamplightcircle.com

Connect With Us

• Website: https://www.revotaxpayer.com/?utm_source=revo-taxpayer&utm_medium=podcast&utm_campaign=ep-s4e20-tax-and-ai&utm_content=show-notes
• Facebook: https://www.facebook.com/revotaxpayer/
• Instagram: https://www.instagram.com/revotaxpayer/
• LinkedIn: https://www.linkedin.com/company/revo-taxpayer-advocacy
• YouTube: https://www.youtube.com/@HiddenMoneyPodcast

Chapters
[00:00] Welcome + deadline reminders
[01:00] The Irish farmer and the Industrial Revolution
[04:00] What AI actually is
[05:30] General intelligence, and the AI already inside your tools
[07:00] Kevin's experiment: AI watched five years of presentations to find the most-asked questions
[08:30] The "Kevin bot" idea: turning years of content into a client-facing assistant
[09:30] Why AI gets things wrong
[11:00] Google is AI-first now
[13:00] Your inbox is an underused tax tool
[14:30] From queries to systems
[19:30] The caution
[20:30] The hidden money
[23:30] Jake's advice: "vibe coding" and why there's no excuse not to try something
[24:30] AI and healthcare
[25:30] Clients running tax returns through AI
[27:30] Security
[30:30] Wrap-up + how to connect with Jake Jordan

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