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AI agent for tax advisors

Tax Planning Scenario Agent

Tested tax-saving moves for each client before year-end

PlanningDecisionsFinance
See how it worksGet access
Tax Planning Scenario Agent: what goes in, what the agent does and what you get

What it does

Year-end tax planning works only if moves are tested before December, but running scenarios for every client takes weeks. In the fall, this agent projects each client's current year tax from year-to-date data and tests common moves: retirement contributions, timing of income and deductions, harvesting losses and charitable gifts. It calculates the effect of each move and of combinations. It then checks each scenario for limits and side effects, such as phase-outs and minimum tax. If a move breaks a limit or triggers minimum tax, it adjusts or drops it and retests. Moves saving under 300 dollars are skipped. It drafts a short planning letter with the top moves. The advisor reviews and decides what to present to the client. Edge case: bunching charitable gifts helps only if itemizing beats the standard deduction, which the agent checks first.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Planning season 2 USES A TOOL Project current year tax 3 DOES Test planning moves 4 CHECKS THE RESULT Does each move respect limits and avoid sideeffects? If not: adjust or drop the move and retest. Back to step3. 5 DOES Rank moves by savings 6 USES A TOOL Draft planning letter 7 YOU APPROVE Advisor decides what to present 8 RESULT Letter saved
Read the steps as a list
  1. Planning season
  2. Project current year tax
  3. Test planning moves
  4. Does each move respect limits and avoid side effects?If not: adjust or drop the move and retest. Back to step 3.
  5. Rank moves by savings
  6. Draft planning letter
  7. Advisor decides what to presentThe agent waits here for your OK.
  8. Letter saved

How it decides

It ranks moves by savings after limits and side effects.

  • Saving under $300: skip
  • Move triggers minimum tax: drop
  • Itemizing below standard: no bunching

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Moves to test
  • Minimum savings
  • Letter style
  • Client list

What keeps you in control

It always asks you first

  • Presenting advice

Hard limits

  • Never implements moves
  • Never presents to clients

It stops when

  • Done: letter ready
  • Stop: year-to-date data missing

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn October, for a business owner, adding $23,000 to a 401k saved $5,500. Harvesting $30,000 of losses failed the limit check, since only $3,000 could offset ordinary income this year. The agent went back, retested with the carryforward and lowered the saving. Bunching gifts saved nothing because itemized deductions stayed under the standard. The advisor approved a letter with two moves worth $7,900.

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