Led by Sam, your Lead Tax Strategist. Each agent specializes in a different aspect of your taxes. Choose your default assistant or switch between them anytime.
Your personal CPA-level AI that oversees everything
Lead Tax Strategist
“You're making great progress. Based on your income and current deductions, I suggest reviewing home office expenses to boost your refund.”
Core Capabilities:
Example Questions:
All agents will adapt their communication style to match your preference
Sam coordinates with these specialized agents to handle every aspect of your taxes
Filing Assistant
“Great! Your W-2 has been uploaded. Just a few more steps and we're good to go.”
Example Questions:
Audit Risk Monitor
“Your current deductions are slightly above average for your income bracket. Consider uploading receipts for accuracy.”
Example Questions:
Document Intelligence Agent
“Just scanned your 1099-MISC. Income and payer fields are verified. You're good to go.”
Example Questions: