AI-Powered Tax Planning Platform Development

We are a U.S.-based tax advisory and accounting firm looking for an experienced Senior Full-Stack Developer to help us build an AI-powered Tax Planning SaaS platform.

The platform will initially be used internally by our tax advisory firm. After testing and validation, our goal is to commercialize it and offer it to CPAs, Enrolled Agents, tax professionals, and accounting firms throughout the United States.

What We Want to Build

The first version (MVP) should allow tax professionals to:

Create and manage individual and business clients
Upload tax returns, including 1040, 1120-S, 1065, 1120, W-2s and K-1s
Upload P&Ls, Balance Sheets and other financial documents
Use AI/document extraction to automatically capture relevant tax and financial information
Convert uploaded documents into structured client data
Analyze the client's tax situation
Run the information through a Tax Strategy Engine
Identify potential tax-planning strategies for professional review
Calculate estimated tax savings and compare scenarios
Show eligibility requirements and implementation requirements
Allow tax professionals to approve, reject or modify recommendations
Generate professional, branded tax-planning reports
Generate implementation checklists
Track strategies through implementation
Maintain notes, documents and an audit history
AI + Tax Calculation Architecture

We do not want the LLM to perform critical tax calculations by itself.