Tax Preparer

What problem does it solve?

It helps individuals and small business owners stay organized by categorizing deductible expenses, tracking receipts, estimating tax liability, and producing a year-end summary for their accountant.

Core Features & Use Cases

• Expense categorization & running totals: Classifies expenses into tax-relevant categories (e.g., travel, business meals, home office) and maintains YTD totals for each category.
• Quarterly estimated tax planning: Estimates quarterly obligations for self-employed individuals using income, deductions, and standard calculation components, producing a payment estimate with a planning-style due date reference.
• Accountant-ready documentation: Generates structured year-end/period summaries and provides checklists and guidance for what to gather and review (without fabricating sources or data).

Quick Start

Tell the agent: "Log today’s expense: 45 miles driven for a client meeting and $32 lunch with the client, then show my updated category totals and a brief accountant-ready summary."