Reads client tax returns and portfolio data to surface tax-planning opportunities such as Roth conversions, bracket management, charitable bunching and capital-gain budgeting, and drafts outreach for advisor review.
Not yet specifiedAssistiveComplexity: Medium
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Extract Form 1040 and schedules via OCR
Compute marginal bracket headroom and IRMAA thresholds
Screen for Roth conversion, QCD and gain-harvesting candidates