The Intelligence Era of Professional Services
Build your AI-native tax strategy practice.
TaxSwarm gives CPA firms an intelligence layer: 17 specialist tax agents, IRC-grounded checks, CPA-led review workflows, and a private deployment path for firms that want to own their AI future.
Evidence map
1120-SOwner ageExit planEntity linkIRC §1202Trace mathCPA notesFederal, SALT, entity, estate, international, validation, scenarios, and reporting.
Eligibility, authority, calculations, interactions, and review metadata for CPA strategy work.
Primary authority, tax guidance, strategy intelligence, and review metadata grounded for retrieval.
Schema-backed intake templates for document extraction, field mapping, and CPA review.
Up to 25 related owners, operating companies, and entities can be evaluated together.
How it works
Watch tax strategy become reviewable work.
TaxSwarm shows the path from complex client data to source-backed recommendations and implementation records.
01 / Context
Complex client data comes together.
Client profile fields, CPA notes, entity relationships, interests, tax documents, and planning events arrive in different shapes.
Complex client data comes together.
01 / ContextContextReview ready
02 / Extraction
Documents and profile facts are extracted.
Structured intake, uploaded documents, and narrative facts become reviewable client data that can be used by analysis.
Documents and profile facts are extracted.
02 / Extraction03 / Agents
Specialists activate around the client.
Captain coordinates the work while tax-domain specialists examine federal, SALT, entity, estate, international, document, and lifecycle context.
Specialists activate around the client.
03 / Agents04 / Compute
TaxSwarm verifies eligibility and calculations.
Eligibility, savings math, statutory limits, citations, interaction rules, and explanations for nonapplicable strategies are checked before recommendations appear.
TaxSwarm verifies eligibility and calculations.
04 / Compute05 / Validate
Risk and compliance standards are applied.
Val applies authority level, risk posture, Circular 230, SSTS, disclosure, documentation, and preparer-penalty checks.
Risk and compliance standards are applied.
05 / Validate06 / Review
The CPA sees traceable recommendations.
Recommendations surface with source facts, savings trace, IRC citations, confidence, risk, implementation steps, and review controls.
The CPA sees traceable recommendations.
06 / ReviewQSBS exit readiness and §1202 exclusion planning
Confirm original issuance, active business status, holding period, gross asset limit, and sale timing before client advice.
07 / Implement
The implementation record forms.
Accepted strategies become durable tasks, required forms, documentation requests, due dates, exports, and professional review history.
The implementation record forms.
07 / Implement08 / Learn
The firm gets smarter from reviewed work.
CPA decisions, implementation outcomes, source conflicts, and client-specific edge cases become reusable firm memory for future planning.
The firm gets smarter from reviewed work.
08 / LearnComplex client data comes together.
01 / ContextContextReview ready
Agent swarm
Hire the specialist bench your firm could never staff manually.
TaxSwarm verifies eligibility, calculations, citations, risk levels, and clear explanations before recommendations reach CPA review.
Coordinates specialists and resolves conflicts.
Reads client facts, goals, documents, and missing data.
Tests federal deductions, credits, elections, and statutory limits.
Surfaces nexus, apportionment, and state-specific planning issues.
Evaluates entity structure, compensation, and cross-entity sequencing.
Connects owner goals with estate, transfer, and succession strategy.
Reviews cross-border, FDII, FTC, GILTI, and treaty considerations.
Monitors compliance posture, deadlines, and operational exposure.
Applies IRC-verified eligibility, citations, risk, and calculation checks.
Projects strategy interactions across time and entity structure.
Turns approved work into CPA-reviewable memos and reports.
Key features
Built for advisory quality, household complexity, and CPA defensibility.
Security & enterprise
Own the intelligence layer. Protect the client trust.
Tax strategy data is taxpayer data. The platform is shaped around firm tenancy, authenticated access, durable evidence, and private deployment expectations for firms that want control over how professional intelligence is built.
Tenant-scoped access
Every workspace route and analysis artifact is scoped to firm context and authenticated API access.
Professional evidence
Strategy outputs retain source facts, calculation traces, citations, validation decisions, and review status.
Enterprise deployment
Cloud-first SaaS with controls designed for private-network, on-prem, and high-assurance firm requirements.
Pricing
Licensing for firms building an AI-native advisory practice.
Pricing is designed around firm size, analysis volume, deployment posture, and review workflow needs. Start with a guided demo and a fit assessment.
Ready for review