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6 Specialized AI Agents Working in Concert

The 6-Agent AI Tax Strategy Suite for Modern CPAs

Automate deep-dive tax research, risk analysis, and advisory reporting in seconds — with audit-ready IRC citations on every recommendation.

Audit-Ready Citations

Every recommendation backed by IRC sections, Treasury Regs, Revenue Rulings, and case law — not LLM hallucinations.

Real-Time IRS Monitoring

The KB Watchman crawls federal and state portals daily. Your knowledge base is always current.

23 Strategies, Seconds Not Hours

14 business + 9 personal strategies analyzed simultaneously with deterministic calculations.

Defense-Grade Risk Analysis

Every strategy stress-tested against IRS audit triggers with severity scoring and mitigation steps.

Six Agents. One Verdict.

Each agent is a specialist — from document extraction to legal research to risk analysis. Together, they produce advisory output that rivals a Big 4 engagement.

The Scholar

Tax Research Agent

RAG-powered deep-dive into IRC sections, Treasury Regs, Revenue Rulings, and state conformity — returning audit-ready citations.

The Auditor

Devil's Advocate Agent

Stress-tests every strategy against IRS audit triggers, missing-fact analysis, and generates defense briefs with risk scores.

The Engine

Calculation Agent

Deterministic, auditable computations across 23 strategies — S-election, QBI §199A, retirement, depreciation, credits, and more.

The Closer

Memo Writer Agent

Generates three deliverables: Technical Memo (for the file), Client Report (for the meeting), and Implementation Checklist.

The Extractor

Document Intelligence Agent

Upload W-2s, K-1s, or P&Ls and watch AI extract every relevant number — populating your analysis automatically.

The Watchman

KB Monitor Agent

Crawls IRS.gov and state portals daily, detects new guidance, updates the knowledge base, and alerts you to changes.

23 Evidence-Based Strategies

14 business + 9 personal strategies, each with full legal citations, deterministic calculations, and risk scoring.

S-Election Optimization
Reasonable Compensation
QBI §199A Deduction
Retirement Optimization
Section 179 Expensing
R&D Tax Credit
Augusta Rule
Family Payroll
Charitable Bunching / DAF
HSA Optimization
Tax-Loss Harvesting
Backdoor Roth IRA
Rental Depreciation
Education Credits
Child Tax Credit
Cost Segregation
Multistate Nexus
Accountable Plan
Vehicle Reimbursement
Energy Credits
Related-Party Rent
Meals & Travel
QBI Personal §199A

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