AI Agents API

Leverage Taxu's AI agents for intelligent tax insights, optimization strategies, and predictive analytics.

POST/v1/ai/insights

Generate intelligent tax insights from your data using AI analysis.

Example Request

curl https://api.taxu.io/v1/ai/insights \
  -H "Authorization: Bearer your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "context": {
      "income": 75000,
      "deductions": 5000,
      "tax_year": 2024
    }
  }'

Response

{
  "insights": [
    {
      "type": "opportunity",
      "title": "Retirement Contribution Opportunity",
      "description": "You could reduce your tax liability by $1,650 by maximizing your 401(k) contributions",
      "potential_savings": 1650.00,
      "confidence": 92
    },
    {
      "type": "warning",
      "title": "Estimated Tax Payment Due",
      "description": "Based on your income, you may need to make quarterly estimated tax payments",
      "confidence": 88
    }
  ]
}

POST/v1/ai/optimize

Find tax optimization strategies tailored to your financial situation.

Example Request

curl https://api.taxu.io/v1/ai/optimize \
  -H "Authorization: Bearer your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "income": 75000,
    "federal_withheld": 12000,
    "filing_status": "single"
  }'

Response

{
  "strategies": [
    {
      "category": "retirement",
      "title": "Maximize 401(k) Contributions",
      "description": "Increase contributions to reduce taxable income",
      "potential_savings": 1650.00,
      "implementation_difficulty": "easy"
    },
    {
      "category": "health",
      "title": "Open Health Savings Account",
      "description": "HSA contributions are tax-deductible",
      "potential_savings": 847.00,
      "implementation_difficulty": "medium"
    }
  ]
}

POST/v1/ai/predict

Predict future tax refunds based on historical data and current trends.

Example Request

curl https://api.taxu.io/v1/ai/predict \
  -H "Authorization: Bearer your_api_key" \
  -H "Content-Type: application/json" \
  -d '{
    "current_income": 75000,
    "current_withholding": 12000,
    "historical_data": [
      {
        "year": 2023,
        "income": 70000,
        "refund": 2500
      }
    ]
  }'

Response

{
  "predicted_refund": 3200.00,
  "confidence": 87,
  "factors": [
    "Income increased by 7% from previous year",
    "Withholding rate is optimal",
    "Historical refund pattern suggests higher refund"
  ],
  "range": {
    "low": 2800.00,
    "high": 3600.00
  }
}

Meet the AI Agents

Sophie - Document Analyst

Analyzes tax documents with AI vision, extracts data, and identifies document types with high accuracy.

Leo - Refund Analyst

Calculates tax refunds, analyzes withholding patterns, and provides refund optimization strategies.

Riley - Business Planner

Finds deductions and credits, identifies tax-saving opportunities, and provides business tax guidance.

Kai - Audit Advisor

Assesses audit risk, ensures compliance, and provides documentation recommendations.

Jordan - Tax Strategist

Creates long-term tax strategies, optimizes tax position, and provides personalized tax planning.