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Core Operations

Tax Division

Automates tax preparation, state filing checklists, individual schedules, and tax planning strategies with full IRS e-file API integrations.

Division Identifierdiv_tax
Active Departments2 Nodes
Governance ClusterCore Operations

Departmental Architectures

Tax Intake & Triage

Scans, classifes, and reads raw W2s, 1099s, and ledger sheets.

Specialized AI Roster
Agent CodeRole DesignationTypeModel Binding
agent_tax_intake
OCR Tax Classifier
Performs layout recognition and parses financial sheets into clean JSON.
researchClaude 3.5 Sonnet

Individual Tax Prep (Federal)

Prepares detailed IRS Form 1040 and accompanying schedules.

Specialized AI Roster
Agent CodeRole DesignationTypeModel Binding
agent_tax_prep_fed
Federal Form preparer
Calculates tax liabilities and compiles deductions.
productionClaude 3.5 Sonnet
agent_tax_reviewer_fed
IRS Auditor Shield
Validates claims and triggers deductions warnings.
oversightClaude 3.5 Sonnet

Division KPIs & SLAs

  • Returns Processed / Day: 500+
  • IRS Rejection Rate: <0.1%

Active SOP Guidelines

This division is bound by regional regulations and strict data hygiene procedures. Every file modification requires dynamic evaluation from of-age oversight models.

REGULATORY SLA RUNTIME:
  • Data Sanitization Level: SOC-2
  • Multi-Model Compaction: On
  • Max Retries Per State: 3
  • Encrypted Logs: Enabled