Led by Sam, your Lead Tax Strategist. Our multi-agent architecture orchestrates specialized models to handle every aspect of your tax compliance with precision.
Your dedicated orchestrator for complex tax scenarios
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
Sample Queries
Agents adapt their communication protocols to match your preferred workflow.
Sam coordinates with these domain-specific models to handle specialized tax requirements.
Filing Assistant
“Great! Your W-2 has been uploaded. Just a few more steps and we're good to go.”
Capabilities
Audit Risk Monitor
“Your current deductions are slightly above average for your income bracket. Consider uploading receipts for accuracy.”
Capabilities
Document Intelligence Agent
“Just scanned your 1099-MISC. Income and payer fields are verified. You're good to go.”
Capabilities
Smart Reminder Agent
“42 days until the filing deadline. Let's knock out your income section by this weekend!”
Capabilities
Legal & Compliance Watchdog
“This deduction type requires Schedule C. Would you like to auto-fill that now?”
Capabilities
Business & Entity Specialist
“Your S-Corp election could save you $8,400 in self-employment tax. Let me walk through the numbers.”
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State & Local Tax Expert
“You're in California — that means your SALT deduction is capped at $10K, but I've found a workaround through your S-Corp.”
Capabilities