{ "schema": "aiblocks-page/1", "id": "agency-finance-tax-strategist", "type": "agent", "name": "Tax strategist agent", "summary": "Get a tax planning brief for one decision: your facts, the options, the questions for your tax pro and the deadlines to check. Not a tax filing.", "headline": "Tax strategist agent", "subhead": "Describe one decision that has a tax effect, such as a new entity, a big purchase, a sale or a hire in another state. Add your country, tax year and income picture. You get a brief with the facts, the options, the points to confirm and the questions to take to your tax professional.", "job": { "id": "manage-tax", "name": "Prepare tax calculations and reviews" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "document", "required": false, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" } ], "outputs": [ { "type": "document", "required": true, "label": "Document", "what": "a finished document, such as a Word file, a PDF or a page of notes" }, { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "Your country or state, the tax year and the type of business, such as sole trader, LLC or company.", "The decision, in a few lines, with the amounts and dates.", "A short income and cost picture for the year, from your accounts or last return.", "Where you have staff, customers or property outside your home state or country (optional)", "What your tax professional has already told you (optional)" ], "you_get": [ "A fact sheet of what you told it, and a list of what it assumed", "The questions that decide the answer", "Two to four options, with what each could change in your tax and what you would have to keep as proof", "A risk note for each option, in plain words", "A list of deadlines and rules to check, and questions for your tax professional" ], "use_when": [ "You plan to start a company, change your entity type or add a partner and want to know which tax questions to ask.", "You are about to buy a big asset, sell a business or take on staff in another state or country.", "You have income that is changing, such as a big contract, and want to see your tax choices before year end.", "You are meeting your accountant soon and want to arrive with the facts and the right questions." ], "skip_when": [ "You need a return prepared or filed. A qualified tax professional must do that.", "You need a binding tax position or a ruling. Ask a licensed adviser or the tax authority.", "You want to work out deferred tax from a balance sheet. Use the Deferred tax calculator.", "You want your books cleaned before tax time. Use the Month-end bookkeeping reviewer." ], "output_sample": { "input": [ "Your country or state, the tax year and your business type", "The decision, with amounts and dates", "A short income and cost picture, or last year's return with identifiers removed", "Where you have staff, customers or property elsewhere (optional)" ], "prerequisites": [ "An AI that can read files, if you attach a return or accounts" ], "output": [ { "name": "Facts and assumptions", "contains": "What you told it, and each item it had to assume." }, { "name": "Questions that decide the answer", "contains": "The questions the result turns on, with your answers or MISSING." }, { "name": "Options", "contains": "Two to four routes, with the tax effect, proof to keep and cash effect." }, { "name": "Risk notes", "contains": "How firm each option is, how it could be challenged and a plain rating." }, { "name": "Rules and deadlines to check", "contains": "Each rule or date to confirm, and where to confirm it." }, { "name": "Questions for your tax professional", "contains": "Points the AI cannot settle, with what to confirm." }, { "name": "Documents to keep", "contains": "The records that would support each option if asked." } ] }, "output_shape": "FACTS AND ASSUMPTIONS\n Place | Tax year | Entity | Decision \n Assumed | \n\nQUESTIONS THAT DECIDE THE ANSWER\n | | \n\nOPTIONS\n