TaxCode answers plain-English tax questions grounded in the actual IRS rules and live Treasury data, and shows where every answer comes from. Your client data and the model trained on your firm's know-how stay in-house, on infrastructure you control.
Grounded & cited · Private by design · Runs on your own infrastructure
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.
Pasting client details into a public chatbot is a privacy problem waiting to happen.
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 workflows, your document types, your standard positions. The model learns how your firm works.
On your own server or workstation if you want — client data and the trained model never leave your control. You own the asset, not a per-seat subscription.
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.
Client data stays in-house. Run it on your own hardware — a workstation, a server, or fully air-gapped. Full data sovereignty.
The model tuned on your firm's expertise belongs to you. You're building equity in a tool, not renting seats forever.
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