Tax Strategist Agent

WHAT IT DOES

Analyses your financial data to identify every applicable deduction, credit, and tax-saving opportunity — including R&D tax credits, state-level incentives, and cross-jurisdictional optimisations. Researches current tax law, prepares filing documentation, and models the impact of different strategies on your total tax burden. Works with your Bookkeeper agent to ensure clean data flows into tax preparation.

WORKFLOW

1. Ingest financial data
2. Research applicable tax law
3. Identify deductions and credits
4. Model strategies
5. Prepare filing documentation
6. Review with human
7. File

SKILLS

INTEGRATIONS