TaxCode answers plain-English tax questions using actual IRS rules and live Treasury data, then shows where every answer comes from. It is designed around professional review, traceable sources, and clearly scoped workflows.
Grounded & cited · Built around professional review · Clear source traceability
The problem
The chatbots your staff are tempted to use hallucinate rules, quote stale numbers, and send client details to someone else's cloud. And filing software only looks backward. The firms that win on advisory need year-round answers they can verify and defend.
Generic models guess at thresholds and cite code sections that don't say what they claim.
Model memory lags. Limits, brackets, and figures change every year.
Without source links, reviewers cannot verify where a claim came from or whether it is current.
The value is in the moves made before December 31, not the return filed in April.
What it does
Plain-English questions, answered from a vector index of real IRS rules plus live U.S. Treasury data, with the source shown for every answer.
Federal and state liability for any income, filing status, and deduction profile.
Retirement contributions, deduction bunching, loss harvesting, HSA moves — quantified and ranked from auditable rules, not vibes.
W-2s, 1099s, receipts, statements — photo in, structured data out. Plus audit-risk scoring and missed-deduction discovery.
How it works
Bring a couple of real (anonymized) client situations. Watch it answer with citations you can check.
Your approved sources, document types, review process, and acceptance criteria are defined before any build begins.
Access, review, integration, and deployment requirements are agreed with your team and documented in the project scope.
Who it's for
Why it's different
Retrieval-augmented answers pulled from indexed IRS rules and live Treasury figures — never a model's stale memory. Every claim is checkable.
Sources, calculations, and recommendations stay visible so a qualified reviewer can verify the output before relying on it.
The build, documentation, acceptance checks, and handoff terms are defined in writing for each engagement.
Bring two or three client scenarios (anonymized is fine) and we'll run them live — cited answers, calculations, and planning moves. Free, 20 minutes, no obligation.
📩 Book my free demoor call / text (925) 231-7124