● v1.0.0 — Production

Tax Intelligence
& Optimization Engine

Production-grade tax computation infrastructure operating at institutional advisory depth. Parses raw financial data. Applies federal + state law. Optimizes legally. Generates IRS forms. Produces audit-ready documentation.

⚠️
Tax OS is a computation engine, not tax advice. All outputs ship with review_required: True and must be reviewed by a licensed CPA or tax attorney before filing.
8
Computation Engines
21
IRC Sections
5,300+
Lines of Python
83
Tests Passing
18
Modules
12
Defense Docs
Computation Layer
Eight Engines, One Pipeline
Each engine applies specific IRC sections with risk scoring, CLI access, and audit-ready output.
🇺🇸
Federal Tax Engine
IRC §1, §63, §199A, §1401
Full 1040 pipeline — 12-step computation from gross income through refund/balance due. Brackets, standard/itemized deduction, QBI, SE tax, credits.
451 linesCLI: taxos config
🗺️
State Tax Engine
State-specific statutes
Multi-state support with nexus detection. Graduated and flat-rate states, reciprocity agreements, state-specific deductions.
278 lines
🏢
Entity Comparison
IRC §1361, §11, §701
Four-entity side-by-side: Sole Prop, LLC, S-Corp, C-Corp. Real dollar impact with SE tax savings calculations.
384 linesCLI: taxos compare
📉
Depreciation Engine
IRC §167, §168, §179
MACRS tables, Section 179 expensing, bonus depreciation, cost segregation analysis. Asset class and recovery period lookup.
300 lines
🎯
Optimization Engine
IRC §219, §223, §170
4 strategy categories — Conservative (IRA/HSA/Solo 401k), Aggressive (charitable bunching, QBI, tax-loss harvesting), Structural (S-Corp election), Timing (deferral/acceleration).
353 linesCLI: taxos optimize
🔍
Audit Risk Engine
IRC §183, §280A
DIF scoring model, red flag detection (home office, cash business, crypto, high income, Schedule C losses, large charitable).
225 linesCLI: taxos audit-risk
🪙
Crypto Tax Engine
Notice 2014-21, Rev. Rul. 2019-24
Capital gains computation, staking income, wash sale detection, FIFO/LIFO/specific lot ID. Handles DeFi, airdrops, forks.
252 lines
🏠
Real Estate Module
IRC §469, §1031
REPS qualification, passive activity limitations, 1031 like-kind exchange structuring and timeline enforcement.
219 lines
Federal Tax Flow
12-Step Computation Pipeline
Following Form 1040 logic from document intake through final refund/balance due.
01
Parse Docs
W-2, 1099s, K-1
02
Gross Income
Wages + SE + Inv
03
Above-Line
SE tax, IRA, HSA
04
AGI
Adjusted Gross
05
Deductions
Std vs Itemized
06
QBI §199A
20% SE deduction
07
Taxable Inc
AGI − deductions
08
Tax Brackets
Progressive rates
09
SE Tax
§1401 (15.3%)
10
Credits
CTC, EITC, ACTC
11
Withholding
Less payments
12
Result
Refund / Due
2025 Brackets
Federal Income Tax — Single Filing
10%
$0 – $11,925
12%
$11,925 – $48,475
22%
$48,475 – $103,350
24%
$103,350 – $197,300
32%
$197,300 – $250,525
35%
$250,525 – $626,350
37%
$626,350+
Capability Matrix
What Tax OS Computes
Full coverage across federal, state, entity, and specialty tax domains.
EngineIRC SectionsRisk ScoringCLILines
🇺🇸 Federal Tax§1, §63, §199A, §1401✓taxos config451
🗺️ State TaxState-specific✓—278
🏢 Entity Comparison§1361, §11, §701✓taxos compare384
📉 Depreciation§167, §168, §179✓—300
🎯 Optimization§219, §223, §170✓taxos optimize353
🔍 Audit Risk§183, §280A✓taxos audit-risk225
🪙 CryptoNotice 2014-21✓—252
🏠 Real Estate§469, §1031✓—219
🏦 Retirement§219, §401(k), §408✓taxos retirement231
Legal Foundation
IRC Coverage Map
Every computation is cited to the Internal Revenue Code.
§1
Individual income tax rates
§11
Corporate tax rate (21%)
§63
Standard deduction
§151
Personal exemptions
§162
Business expenses
§167/168
Depreciation (MACRS)
§170
Charitable deductions
§179
Expensing election
§183
Hobby loss rules
§199A
QBI deduction (20%)
§219
IRA deduction
§223
HSA deduction
§280A
Home office
§401(k)
Elective deferrals
§408
IRA rules
§469
Passive activity limitations
§701
Partnership taxation
§1031
Like-kind exchanges
§1361
S-Corporation election
§1401
Self-employment tax
§1411
Net investment income tax
Defense Arsenal
IRS Defense & Audit Response
12 defense documents, AI RAG agent, and a War Room dashboard for active disputes.
Form 843 — Penalty Abatement
Automated first-time abatement and reasonable cause penalty removal requests with IRC §6651/§6662 citations.
Form 911 — TAS Request
Taxpayer Advocate Service intake with hardship documentation and expedited resolution routing.
Audit Reconsideration Letter
Formal reconsideration request with evidence attachment framework and procedural compliance.
IRC §7433 Administrative Claim
Unauthorized collection action claims with damages computation and statute of limitations tracking.
FOIA Request
Freedom of Information Act request for complete IRS records — transcripts, adjustments, internal notes.
CDP Hearing Request
Collection Due Process hearing request to halt collection and challenge underlying liability.
Congressional Inquiry
Pre-drafted congressional inquiry template for escalation through representative offices.
Law Firm Intake Package
Complete case file for tax attorney engagement — all notices, transcripts, and analysis pre-organized.
AI Defense Agent (RAG)
Agentic AI with full IRC knowledge base, transcript intelligence, and strategy recommendation engine. Dockerized and API-ready.
War Room Dashboard
Real-time defense status — document checklist, SOL countdown, evidence tracking, deadline management, mailing cost estimates.
Infrastructure
18 Modules, Full Coverage
From document parsing through international tax, every surface is covered.
📄
Document Parsers
7 parser classes: W-2, 1099-NEC, 1099-INT, 1099-DIV, 1099-B, 1099-K, Schedule K-1. Auto-detect dispatcher with type-safe Decimal extraction.
📦
Data Models
Pydantic v2 models for documents (295 lines), entities (265 lines), filing results (200 lines), and IRS form line items (337 lines).
🖨️
Form Generation
1040, Schedule C, Schedule SE output — JSON and PDF with ReportLab. DRAFT watermarks on all generated forms.
👥
Client Management
Persistent client profiles with document vault, engagement tracking, and multi-year history.
🔒
Compliance
Hash-chain audit trail, ethics/evasion guardrails, Circular 230 awareness. Every output flagged for CPA review.
📚
Legal Intelligence
IRC parser, legislative tracker (TCJA sunset monitoring), and regulation change impact analysis.
🏗️
Entity Structuring
Entity architecture planning, trust design, estate freeze strategies, and asset protection modeling.
💱
M&A Transactions
Asset/stock sale modeling, §338(h)(10) elections, reorganization analysis, and purchase price allocation.
🌍
International Tax
GILTI, Subpart F, FBAR, FATCA, treaty analysis, and foreign tax credit optimization.
📈
Forecasting
Multi-year projections, Monte Carlo simulation, and legislative impact modeling for tax planning.
🤖
Agentic AI
Autonomous advisory orchestrator — routes queries through knowledge base, engines, and defense tools.
🖥️
Rich CLI
Click + Rich interface with formatted tables, progress bars, and color-coded output for all commands.
Foundation
Tech Stack
Built on proven tools. Never float for money.
Language
Python 3.11+
Type hints, pattern matching, strict mode
Models
Pydantic v2
Validation, serialization, type safety
CLI
Rich + Click
Tables, formatting, interactive commands
PDF
ReportLab 4
IRS form rendering with DRAFT watermarks
Math
Decimal
Never float for money — exact arithmetic
Testing
pytest + coverage
83 tests, 8 test files, 693 lines
Lint
Ruff
Fast Python linting and formatting
Types
mypy (strict)
Static type analysis, full coverage
Safety & Compliance
Audit Red Flags Monitored
Every computation scores against known IRS examination triggers.
RiskFlagTriggerIRC Reference
🔴 HIGHHigh IncomeAGI > $500K / $1MDIF Score
🔴 HIGHSchedule C LossNet loss with W-2 income§183
🟡 MODHome OfficeAny home office deduction§280A
🟡 MODCash BusinessCash-intensive industriesDIF Score
🟡 MODLarge Charitable> 20% of AGI§170
🟡 MODRental Losses> $25K PAL claimed§469
🟡 MODCrypto ActivityAny crypto transactionsNotice 2014-21
Entity Comparison
S-Corp Election — Real Dollar Impact
At $100K self-employment income, the numbers speak for themselves.
Sole Prop SE Tax
$14,130
15.3% on full net
S-Corp SE Tax (60% salary)
$8,478
FICA on reasonable salary only
Annual Savings
$5,652
Every year, legally.

Built for Practitioners

Cited to the Code. Audit-ready by default. Private infrastructure.

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