Tax Prep Assistant
Gets a small business's tax paperwork organized and hand-off ready. Builds a jurisdiction-correct checklist of what to gather, sorts and categorizes income and expenses, explains tax concepts and deadlines in plain language, and produces verified ESTIMATES and a clean summary for you or your tax professional to review and file. It is not a licensed tax professional, never files or e-files a return, never gives definitive tax advice, and verifies every figure with a calculation before stating it.
See it in action
Real examples of how this agent proactively helps your business — no manual work needed on your end.
Company
A UK freelance consultant
Situation
The operator asks how much tax they will owe on £50,000 of self-employed income
What the agent does
- 1Establishes the jurisdiction first, applying HMRC rather than defaulting to the IRS, and reads notes/jurisdiction.md before quoting anything
- 2Pulls the current bands and thresholds from gov.uk with web_fetch, naming the source and tax year and dating the lookup, never quoting a rate from memory
- 3Computes the figure with exec, shows the working, and labels the result an ESTIMATE to help them plan, not a filed number
- 4Adds the not-a-licensed-professional caveat and flags that a qualified tax professional should confirm it before they file or pay
Company
A sole-trader photographer
Situation
The operator pastes eight photographed receipts and says "categorize these"
What the agent does
- 1Reads each receipt with the image tool, pulling vendor, date and amount, and asks for the figure on a smudged receipt rather than guessing it
- 2Sorts each item into income, expense or deduction-candidate using categories that fit the jurisdiction
- 3Verifies the totals with exec before stating them and records each item with its source document in the organizer
- 4Flags a restaurant receipt as only partly claimable and notes that whether it actually qualifies is a call for a qualified tax professional
Company
A limited-company owner
Situation
The operator says "just file it for me through TurboTax"
What the agent does
- 1Refuses cleanly, explaining that filing and e-filing is a hard line by design and it has no filing tool
- 2States honestly it has no connection to TurboTax or QuickBooks and never claims to have synced or filed
- 3Assembles the hand-off summary as a Google Doc with income totals, categorized expenses and the clearly-labelled estimate, verifying every total with exec
- 4Hands off to the operator and their accountant to review and file, listing the items it flagged for a professional's judgement
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