Today is a big one. We are shipping four things at once: two new tax agents, a new bundle for growing your firm, and the training a lot of you have been asking for. Here is the three minute tour, and then the details.
Watch on YouTube: https://youtu.be/W-PGhJ4jsCY
If you would rather read than watch, everything in the video is below.
Agent #121: Depreciation Schedule Builder
Hand it your fixed assets and it builds a clean depreciation schedule in seconds, asset by asset, with accumulated depreciation and net book value calculated for you. There are three ways to get your data in: upload or paste a CSV, import a PDF of a prior schedule and let it read the assets, or enter assets one at a time in the form.
It handles the methods that actually matter: straight line, declining balance at 150 and 200 percent, and full MACRS using the IRS tables. It also carries forward prior accumulated depreciation, so a mid-life asset picks up exactly where it left off instead of starting over.
Agent #122: Cost Segregation Estimator
This is the companion to the depreciation tool, and it is where the real tax dollars live. It helps you spot the building components that can be reclassified into shorter recovery lives, five, seven, and fifteen years, instead of sitting on a 39-year schedule. The result is accelerated depreciation, which front-loads deductions and keeps your client's cash in their pocket sooner.
It gives you a fast, structured, defensible estimate, not a chatbot guess, and it flags what a full cost segregation study would confirm. It is an estimate, not a study, and not tax advice. It is the tool you use to decide whether a study is worth commissioning.
The honest part: five places AI gets depreciation wrong
Both of these tools are fast. But depreciation is one of those areas where fast and wrong live very close together, so we want to be straight with you. There are five places an AI tool will burn you if you trust it without knowing the rules:
- Book is not tax. MACRS is a separate system from your book schedule, with its own recovery periods and tables.
- The convention. MACRS defaults to half-year, but more than 40 percent of purchases in Q4 forces mid-quarter, which changes every number.
- Section 179 and bonus. They reduce basis before MACRS even starts, and the limits change yearly.
- Salvage value. Book subtracts it. MACRS ignores it entirely.
- Real estate. Buildings are 27.5 or 39 years on a mid-month convention, different again from everything above.
The tools do the building. You make these five calls. We wrote the full breakdown in a separate post today, "AI Did the Depreciation in 30 Seconds. Here Is the One Place It Will Burn You."
New: the Practice Growth Bundle ($249)
Your agent library already covers doing the work. This bundle covers getting and keeping the work: attract, convert, and expand. It is 14 agents in all, and the flagship is the LinkedIn Connection Engine, which productizes the exact outreach system we run here every single day. It segments your connections, drafts tailored intros, sets up a follow-up tracker, and gives you reply playbooks. The rest of the bundle fills the top of the funnel (lead magnets, niche positioning) and the bottom (referrals, reviews, expansion) so the whole "grow your firm" system is covered in one place.
The big one: the AI Agent Sprint ($1,000)
By the end of this program, you will be able to build your own AI agents. Not borrow ours. Not poke at a chatbot. Build the real thing, for your own firm and your own clients. Become an elite operator, or be replaced by one.
Here is what one enrollment gets you, for $1,000 one time:
- The live Sprint, with lifetime access. It runs on Zoom, Monday through Thursday, one hour a day, three weeks of every month, forever. Each Monday-to-Thursday week is a complete build cycle, so you can jump in any week and walk out with a working agent. Buy once, attend as many times as you want.
- The Black Belt course, included. Our full self-paced AI Workflow Engineering program, nine belt levels from Grey through Black, a $1,000 value, included with your enrollment. Black Belt is not sold separately. The Sprint is how you get it, and the lifetime live Sprint comes on top.
You also get both halves of the equation most AI training is missing. Steve Cunningham leads the build and teaches the method for turning a real task into a working agent. Yvonne Razo is the accounting brain in the room, so your agents are built right for actual bookkeeping, tax, and accounting work, not just clever prompts.
It is for anyone who wants to become an operator. You do not need to be an accountant, a coder, or technical. If you have ever thought "a machine should be doing this," this is where you learn to build that machine.
The next cohort starts Monday, July 6. Live weeks are July 6 to 9, 13 to 16, and 20 to 23.
How to start today
- Claim your first AI agent free and point it at a real task: https://aiaccounting.legacysbc.com/claim-agent
- Join our free AI for Accounting community, where accountants trade what is actually working: https://aiaccounting.legacysbc.com/community
- Want the Practice Growth Bundle or a seat in the July Sprint? Grab 15 minutes and we will get you set up: https://calendly.com/legacysbcllc/15min
Whatever you pick, the idea is the same. Let AI do the typing. You keep the judgment.
Yvonne
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