Tax AI Agent Workforce & Governance

Governed AI agents assisting with taxpayer intake, missing document alerts, notice classification, copy optimization, and Circular 230 / §7216 compliance checks.

Tax Copy & SEO Agent

Search & Conversational Copy Specialist

Generates compliant tax headline formulas, meta descriptions, and CTA labels without making false refund guarantees or Circular 230 claims.

Rule: Must include disclaimers on all Offer in Compromise or tax debt resolution copy.

Tax Compliance Guard Agent

Circular 230 & §7216 Reviewer

Scans generated emails, SMS, and landing copy for banned phrases ("pennies on the dollar", "IRS approved", "guaranteed refund") before publishing.

Rule: Flags any copy lacking required IRC §7216 disclosure clauses.

Taxpayer Intake Concierge

Intake Guidance & Missing Document Assistant

Analyzes submitted intake forms, identifies missing documents (e.g. Schedule C 1099-K missing), and sends SMS reminders to taxpayers.

Rule: Never provides tax advice or final tax calculations without preparer review.

IRS Notice Classifier Agent

Notice ID & Timeline Specialist

Classifies uploaded IRS letters (CP2000, CP504, LT11, 6072) and calculates response deadline windows for preparers.

Rule: Escalates all levy, garnishment, or criminal notices to senior Enrolled Agent immediately.