01
PhasedMultimodal Document Intake Agent
Parses PDF bank statements, broker 1099/W-2, K-1s, contracts and screenshots via OCR + document understanding — extracting amounts, dates, counterparties, asset types, and tax clauses in legal agreements.
Core Technology
AI first, forms second — every step explainable
US TaxGPT understands business transactions before mapping them to IRS form fields. Deterministic engines compute the numbers; AI agents classify and explain; licensed professionals review what matters.
Five-layer agent architecture
Five agents — model output is never the final answer
The system confirms facts and documents first, then classifies, computes, screens risk, and routes to human review. Every layer keeps its state and basis, avoiding black-box results.
02
LiveTransaction Understanding & Classification Agent
The core agent: bound to an IRS + state tax knowledge base, it classifies every transaction — ordinary income vs long/short-term capital gains vs K-1 allocations; FIRPTA and 1042-S withholding; residency and entity type (LLC disregarded / partnership / C Corp).
03
LiveDeduction & Credit Discovery Agent
Searches applicable deductions and credits from classified transactions — R&D credits, foreign tax credits, depreciation, SPV operating costs — and flags high-risk deductions for accountant review.
04
LiveTax Risk Audit Agent
Built-in IRS audit red-flag rules: 1099 mismatches, unsupported large losses, nonresident worldwide-income mistakes, multi-tier SPV transfer-pricing risk. Outputs low/medium/high ratings; high-risk items lock until human review.
05
LiveWorkpaper & Return Generation Agent
Maps classified results to official IRS forms — 1040, 1040NR, 1065, 1120, 1120S, 1099 series, W-8BEN — and produces both draft e-file documents and full accountant workpapers for audits and diligence.
Deterministic + AI
Rules compute, AI explains, humans decide
Amounts, condition checks, and risk triggers run on deterministic rules; AI organizes questions and explains results within strict boundaries — it never overrides the computation.
- Repeatable: identical inputs produce identical base assessments
- Traceable: conclusions cite IRS code sections with source links
- Blocked on conflict: insufficient evidence or high risk forces human review
Capability status
Live
Deterministic rule assessments, reviewed-knowledge retrieval, risk grading, document checklists, evidence index, human review, reports and audit records.
Phased
AI Q&A with workbench integration, manual document linking, structured analysis chains; rules and reviewed knowledge keep expanding.
Planned / authorization-dependent
Full multimodal parsing, automatic IRS rule sync, multi-tier equity graph reasoning, official e-file schemas, and broker/bank/tax-authority API access.
See the real workflow
Create a case to see documents, rules, risk, review and archive stages in the workbench.