Product overview
A professional intelligence platform for tax strategy work.
TaxSwarm brings documents, client context, rules-based tax calculations, multi-agent analysis, CPA review, and implementation tracking into one coherent workflow.
Evidence map
1120-SOwner ageExit planEntity linkIRC §1202Trace mathCPA notesInteractive client model
When the facts change, the strategy changes.
Adjust entity type, source depth, exit timing, and risk posture to see how TaxSwarm changes the strategy surface, evidence, and review stance a CPA sees.
Computation engines
The agent layer is grounded in tax calculation engines.
The system combines agent analysis with explicit tax computation, structured client data, and quality assurance checks.
Tax Computation
Rules-based federal and state calculations, including brackets, AMT, NIIT, QBI, gains, and entity-specific logic.
Strategy Enumeration
A broad strategy registry filtered through eligibility, authority, interaction, and savings rules.
Document Intelligence
OCR, extraction, cross-document validation, synthesis, and review queue support across structured templates.
Scenario Simulation
What-if modeling for entity choice, compensation, liquidity events, and multi-year planning paths.
Life Arc
Lifecycle state mapping, optimal-state recommendations, pathfinding, dimension scoring, and inflection alerts.
Quality Assurance
Compliance mapping, risk scoring, calculation trace checks, and CPA review readiness.
Document intelligence
Client facts stay connected from intake to strategy.
TaxSwarm combines structured profile fields, uploaded documents, CPA narrative notes, and linked-entity context into one analysis-ready record. CPAs can see which facts support each recommendation.
Life Arc
Planning follows the client lifecycle across tax years.
The Life Arc system identifies where the client is now, where they appear to be heading, and which strategy transitions matter over a multi-year horizon. This supports exit planning, succession, estate planning, charitable goals, and entity sequencing.
Implementation
Recommendations become reviewable professional work.
CPA decisions are captured, strategy keys stay stable, implementation records carry forms and documentation requirements, and reports preserve the evidence trail behind every recommendation.
Ready for review
See the full platform on a real CPA workflow.
Walk through intake, analysis, review, compliance mapping, reports, and implementation tracking.