Tax Practice AI¶
AI-Powered Tax Preparation Platform
Welcome to the Tax Practice AI documentation. This system provides an AI-powered backbone for tax preparation firms, handling everything from client intake through e-filing.
Quick Links¶
| Resource | Description |
|---|---|
| Architecture | System design, service patterns, and infrastructure |
| AI Strategy | Model delegation, cost optimization, and caching |
| Cost Analysis | SaaS pricing, token usage, and margin analysis |
| V1 Companion | Tax Season 2025 back-office AI companion |
Current Status¶
| Metric | Value |
|---|---|
| Sequences Complete | 13 of 18 (72%) |
| Stories Complete | 61 of 85 |
| Tests Passing | 2,350+ |
| Next Sequence | S14: Extensions |
Key Principles¶
AI-Assistive, Human-Controlled¶
AI provides analysis and recommendations; licensed professionals (EA/CPA) make all final decisions. This ensures compliance with IRS Circular 230 and maintains professional standards.
Compliance-First Architecture¶
- IRS Circular 230 compliant
- WISP (Written Information Security Plan) ready
- 7-year data retention
- Full audit logging
Designed for Scale¶
Starting architecture supports 1,000 returns/year with clear path to 50,000+. Fixed costs amortize quickly, maintaining 96% gross margins at scale.
Planning & Tracking¶
| Document | Purpose | Status |
|---|---|---|
| backlog.md | Active priorities, V1 scope, P0 blockers | Active |
| COMPLETED.md | Completed phases, resolved decisions | Historical |
| TECH_DEBT.md | Technical debt items (TD-001 through TD-017) | Active |
| ROADMAP.md | Future features, AI optimization, post-V1 | Planning |
| DESIGN_DECISIONS.md | Architecture decisions log (DD-001 through DD-011) | Reference |
Documentation Sections¶
For Business Partners¶
- Cost Analysis - SaaS economics and pricing
- AI Delegation Strategy - How we optimize AI costs
- Backlog - Active priorities
- ROADMAP.md - Future features and AI optimization
For Developers¶
- Architecture - System design and patterns
- API Specification - REST API documentation
- Data Model - Database schema and relationships
- Runbook - Operational procedures
- TECH_DEBT.md - Technical debt tracking
For Implementation¶
- Implementation Sequences - Step-by-step build guides
- Process Flows - Workflow state machines
- Integration Contracts - External service interfaces
- DESIGN_DECISIONS.md - Architecture decision log
Interactive Resources¶
- System Presentation - Technical overview slides
Last updated: December 30, 2025 (v0.14)