Tax knowledge intelligence
A tax intelligence layer for professional strategy review.
TaxSwarm’s agent swarm is grounded in a structured knowledge layer that connects authorities, strategy patterns, document facts, calculations, and CPA review artifacts.
Publications, notices, revenue procedures, rulings, and form instructions.
IRC sections, Treasury Regulations, and official statutory authority.
Tax Court and federal appellate tax opinions used for authority context.
State tax codes, incentives, credits, nexus, and apportionment sources.
IRC-verified checks, citations, computations, forms, and interaction rules.
Templates, extraction fields, math checks, and client-profile synthesis.
Coverage
The knowledge layer powers discovery, validation, and explanation.
The knowledge layer gives the analysis engine structured, current, and reviewable support for every recommendation.
Tax authorities
IRS guidance, Code, Treasury Regulations, courts, state tax sources, and practitioner-facing reference material.
Strategy intelligence
IRC-verified checks, entity coverage, implementation forms, calculation traces, and strategy interactions.
Document intelligence
Template extraction, field normalization, math checks, synthesis, review queue, and profile writeback.
Operations
Source freshness, weekly research, legislative monitoring, strategy QA, and regression checks.
Health metrics
A professional tax platform needs visible source coverage.
Knowledge-base quality is operational: coverage, freshness, source type, strategy linkage, and document data coverage all need visible controls.
How agents use it
Specialists query the knowledge layer for context, precedent, and authority.
TaxSwarm verifies eligibility and calculations before specialists draft explanations. The knowledge layer helps specialists explain, compare, cite, and flag missing support while staying within cited tax authority.
Retrieve
Find current authorities and relevant source context for the client fact pattern.
Validate
Check strategy support, stale claims, authority level, and documentation needs.
Explain
Turn approved, source-backed results into language a CPA can review and edit.
Ready for review
See the knowledge layer inside a real strategy review.
A demo can show how source facts, citations, eligibility checks, and compliance mappings move through the workflow.