Blake Oliver
Founder and CEO of Earmark CPE
Appears in 591 Episodes
Perplexity Goes After Tax Prep, IRS Testing Palantir for Audits
What happens when AI starts doing more than answering questions? Blake and David dig into Perplexity’s move into tax prep and bookkeeping, the IRS testing Palantir to ...
Treasury Declares US Insolvent, AI Does Taxes (with Kenji Kuramoto)
Can AI really prepare a tax return without a human touching the keyboard? Blake and David dig into a wave of new accounting tools that promise exactly that, from AI ta...
Fake SOC 2 Reports as a Service & Games for Busy Season
Can AI really handle accounting and tax work—or is it just creating new ways to fake compliance? Blake and David dig into allegations of fraudulent SOC 2 reports, how ...
Baby, Where The Hell Is My Audit?
Will AI actually take accountants’ jobs—or just change what their work looks like? Blake and David unpack the gap between AI hype and reality, from a LinkedIn challeng...
Accounting for the U.S. Iran War
What do tariffs, war, AI agents, and a collapsed accounting startup have in common? This week, Blake and David connect the dots between rising economic pressure and ra...
The AI Agent That Can Do A Partnership Tax Return
Can an AI prep a partnership return on its own? Blake and David dig into Basis’s $100M unicorn claim, Intuit’s OpenAI/Anthropic tie-ups and Claude Cowork, and what it ...
Tariff Refund Opportunity for Accountants & Taxpayers Don't Trust AI
SCOTUS just struck down Trump’s global tariffs—so who gets the $133B back, and how can firms capture advisory fees helping clients claim refunds? Blake and David unpac...
The Best & Worst Firms in Accounting with Dom Piscopo
Which accounting firms really deliver sane hours and happy teams? Dom Piscopo (Big Four Transparency) reveals this year’s best—and worst—by job satisfaction and hours,...
The Most Famous Accountant In The World Is A DJ
What happens when AI starts cutting audit bills? Blake and David unpack KPMG’s push for a 14% fee cut from Grant Thornton, Botkeeper’s shutdown versus Pilot’s “AI acco...
AI Could Displace 50% of Entry-Level White-Collar Jobs
Could AI wipe out half of entry-level accounting roles? Blake and David recount a brazen “courier scam” on David’s porch to unpack how deepfakes and spoofed calls fuel...
Fiscal State of Nation Act & Solving for CPA Mobility with Lindsay Patterson
Are you accidentally breaking CPA rules across state lines? Guest Lindsay Patterson, CPA CIA breaks down the new mobility landscape after alternative licensure paths—a...
The CPA Workload Dilemma: Can We Do Better?
Carla McCall shares insights on the challenges faced by the accounting profession, including workload, work-life balance, and the AICPA's role. She addresses misconcep...
Trust In Accountants At Historic Low, the Fraudster Inside the SBA & IRS
Are we causing our own busy-season chaos? Blake and David break down a simple scheduling system that spreads tax work, trains clients, and slashes extensions. They deb...
Instead of Armed IRS Agents We Got Armed ICE Agents
Raids replaced audits, and guns replaced spreadsheets. Blake and David connect the dots from Minnesota's sprawling public-assistance fraud to a decade of IRS budget cu...
Can AI Replace “Thought Leaders”? A 2026 Reality Check
Think AI will free you from ‘mundane bookkeeping’ so you can do advisory? Blake and David say it’s the opposite. Hear how owners already use AI as a de facto CFO, why ...
$95 Million Missing—and Still a Clean Audit?
How does $95 million go missing at a bank—and still get a clean audit? Blake and David unpack the Evolve Bank/Synapse meltdown, what auditors missed, and how SOC repor...
What Tax Pros Charge & the PE "Dumpster Fire"
Is private equity turning firms into a 'dumpster fire'? Blake and David unpack Accounting Today's survey showing partners are upbeat while staff are sour on PE. They h...
The CPA Who Controls Epstein's Fortune
Chapters Show NotesThe CPA and the Lawyer Who Served Jeffrey Epstein—and Control His Fortune and Secrets https://www.wsj.com/articles/the-cpa-and-the-lawyer-who-served...
The IRS Agents Who Will Watch OnlyFans At Work
Will IRS agents have to watch OnlyFans to police the new “no tax on tips” deduction? Blake and David unpack the wild twist: a study showing that women-led audit teams ...
Trump's Department of Education Says Accountants Aren't Professionals
Are accountants no longer “professionals”? We unpack the DOE proposal that could slash grad loan limits—and what AICPA/NASBA plans to do about it. Plus: Deloitte’s AI-...
