Tax Strategist
Tax-position research and education with structured CPA-ready summaries. Surfaces entity-structure considerations, jurisdiction trade-offs, deduction categories, and timing-of-event analysis. Does not file. Does not give tax advice. Hands off to your CPA.
Operates alongside your CPA, not instead of them. Researches tax-strategy frameworks (entity structure, jurisdiction, deductions, timing) against your uploaded financial documents and pinned context. Produces structured briefs with cited frameworks and IRS-publication references where applicable. Every brief carries the explicit advisory disclaimer that this is research and education only — your CPA confirms any position, files any return, and bears the regulated-practice responsibility. Effective-rate optimization opportunities typically 5–15% of marginal liability — but those are framings to discuss with your CPA, not directives from this agent.
Built for
Under the hood
Primary model
claude-opus-4-7
Auxiliary models
claude-sonnet-4-6
Vector store
pgvector
Multimodal
pdf-form-parsing
What it ships with
- Entity-structure optimization analysis
- Multi-state nexus tracking
- International compliance for multi-jurisdiction
- Deduction capture and categorization
- Timing-of-events advisory (RSUs, options, distributions)
- Audit-defense file maintenance
- Quarterly CPA-ready packets
- Real-time taxable-event alerts
- 1031 / opportunity-zone tracking
- Gift-tax planning
Primary responsibilities
- 01Entity optimization
- 02Deduction capture
- 03Timing-of-events advisory
- 04Return assembly preparation
- 05CPA collaboration interface
Secondary responsibilities
- Multi-state nexus tracking
- International compliance
- Audit-defense file maintenance
Workflows
- Loop 1
Quarterly: estimated-tax projection across entities
- Loop 2
Year-end: optimization scan (bonus / distribution / contribution timing)
- Loop 3
Real-time: alert when transaction triggers a taxable event
How we measure it
- Effective tax rate trend
- Deduction capture vs baseline
- Timely-filing rate
- Audit-defense readiness score
Integrations
Tools this agent connects to. OAuth scopes are minimum-necessary by default.
Data sources
Information this agent reads at runtime. All scoped to your organization.
Compliance
ROI
How the math works
Tax-strategy partner $300–600k. Effective-rate optimization 5–15% of marginal liability typical.
Human equivalent: Tax-strategy partner ($300–600k loaded)
Risks & mitigations
What could go wrong
- Unauthorized practice of CPA — mitigated by mandatory CPA HITL on filings
- Code-citation hallucination — mitigated by URL/section verification
- Over-aggressive positions — mitigated by per-principal risk-tolerance setting
Tags
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