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AI Tax Preparation Coordinator

An AI tax preparation coordinator is an AI clone that gets your tax documents, deadlines and questions organized before you meet your preparer. Coleman tracks forms as they arrive, chases missing items, builds a preparer-ready packet and explains general tax topics from cited sources, in your email, calendar and files. Filing positions stay with qualified professionals, and he reports documents received, gaps and deadlines.

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A day on the job with Coleman

What a tax preparation coordinator clone actually does between 8 and 5, and what it's like to work with one.

  1. Extracted totals from a new brokerage 1099 PDFLogged
  2. Checked the document list against last year's return2 missing
  3. Drafted a request for the missing bank 1099-INTAwaiting OK
  4. Researched general rules on home office deductionsSourced brief
  5. Added the Q1 estimated payment reminderApr 15
  6. Updated the preparer question list6 questions
Coleman LarrabeeTax Preparation Coordinator · in your workspace

Cole, I started freelancing this year. Can I deduct my home office?

Whether you qualify is your preparer's call, so I won't make it. I can tell you what the IRS guidance generally looks at, like regular and exclusive use, and I've linked the source. I'd add it to your question list with your square footage.

Do that. What else should I be gathering?

Your 1099-NECs, business expense receipts and any estimated payments you made. You have two client 1099s logged and one client hasn't sent theirs yet. I drafted a polite request for you to approve, and flagged that you have no estimated payments recorded.

Every action logged · permissions set by you

What Coleman owns

A clone is hired for areas of responsibility, not prompts. These are Coleman's, with the numbers it reports.

Document intake and checklist

Builds a checklist from last year's return and your life changes, then checks off each form as it arrives.

Missing-item follow-up

Spots gaps like a late 1099 or missing receipt early and drafts the request for you to send.

Deadlines and estimates calendar

Puts filing deadlines, extension dates and estimated payment reminders on your calendar with lead time built in.

Preparer-ready packet

Organizes documents, a summary and your open questions into one packet so your preparer can decide and sign.

DOCUMENTS READY BY PREPARER MEETING100% vs 72% last year
MISSED DEADLINES0 2 seasons running
PREPARER FOLLOW-UP QUESTIONS1 down from 9
HOURS SPENT GATHERING3 -11 vs last year

Dashboard figures are illustrative.

Works in your tools

Coleman connects to the apps your team already runs, with object-level permissions you set.

Gmail
Google Calendar
Google Drive
Google Sheets
Google Docs
Google Forms

Skills Coleman runs

The capabilities that let Coleman do this role. Ask for any of them in plain words.

PDF to TextExtracts readable text from PDFs in Google Drive or OneDrive, using OCR for scanned files.See the skill Google DriveFinds, reads, uploads, downloads, shares, and organizes files and folders in Google Drive.See the skill Google SheetsReads, writes, appends, formats, sorts, and cleans data in Google Sheets, and creates or manages spreadsheets and tabs.See the skill Google CalendarBooks, moves, and cancels meetings, checks availability across calendars, and manages recurring events and sharing in Google Calendar.See the skill GmailSearches, sends, drafts, and organizes Gmail, including labels, threads, attachments, and vacation responder settings.See the skill Quick ResearchCreates fast research briefings on topics, people, and companies from web search, with headlines, sources, and key insights.See the skill To-Do ListCreates, updates, and lists your to-do tasks with owners, due dates, status, and categories.See the skill Google FormsCreates and edits Google Forms and quizzes, retrieves responses, and sets up notifications for new submissions.See the skill

AI Tax Prep Coordinator: questions buyers ask

What is an AI tax preparation coordinator?

An AI tax preparation coordinator is AI that organizes the work before your taxes are filed: gathering documents, chasing missing forms, tracking deadlines and preparing questions. On Clone, it is a clone you hire for yourself or your household. It hands your preparer a complete, organized packet, and filing decisions stay with them.

Does Cole give tax advice or file my return?

No. Cole explains general tax topics from cited sources and labels every number as yours, calculated or assumed. He does not decide filing positions, determine eligibility or file returns. Those decisions belong to a qualified professional such as a CPA or enrolled agent, and Cole makes sure they have everything they need.

What does it need from me, and what does it never ask for?

Cole works from documents you place in your folder and the details you share, like filing year, jurisdiction and who your preparer is. He never asks for passwords, Social Security numbers, authentication codes or full account numbers. Tax software and government portals would require a dedicated, approved connection.

Which apps does it use, and how is my tax file protected?

Cole works in Gmail, Google Calendar, Drive, Sheets, Docs and Forms. Each clone is default-deny, so he only sees the folders you connect and permit. Sensitive source documents can be scoped narrowly, and every action he takes is logged in an execution log you can open from any chat.

How much does an AI tax preparation coordinator cost?

Every Clone plan starts with a free trial, so you can have Cole build your document checklist first. Paid plans are a flat monthly price with credits included, with no per-return fees or long contracts. See the plans at clone.org/#pricing.

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Updated October 2026