How We Built This
27 AI Agents. 30 Documents. Hundreds of Sources. Your Complete Tax Brain.
27 AI Agents. 30 Documents. Hundreds of Sources.
We didn't just Google "how to file K-1" and call it a day. We deployed 27 specialized AI research agents that systematically analyzed IRS publications, CPA resources, tax software documentation, community forums, and professional guidance. The result? A comprehensive, personalized tax guide that would normally cost thousands in CPA consultations. You're welcome.
How We Did It
The method behind the madness
Each AI agent was assigned a specific tax topic — K-1 filing, self-employment tax, Section 199A, Illinois state taxes, retirement strategies, payment deferral options, and more. They cross-referenced IRS publications (541, 535, 587, 969), form instructions (Schedule SE, Form 7206, Form 8995), CPA practice guides, tax software help articles (TurboTax, FreeTaxUSA), Reddit tax communities, and GitHub open-source tax tools. Every claim was traced back to an authoritative source, and conflicting information was flagged and resolved. The result is 30 comprehensive research documents covering 8 major topics, all tailored to YOUR specific situation — Brandon Miller, 42.5% general partner, Uplevel Digital Services LLC.
By the Numbers
Here's what went into building Tax Buddy
The Research Process
From raw IRS code to friendly tax guidance
Topic Assignment
Each agent received a specific tax topic (K-1 boxes, SE tax calculations, Illinois filing, retirement strategies, etc.) along with Brandon's actual financial data.
Source Collection
Agents gathered primary sources: IRS publications, form instructions, revenue rulings, CPA practice guides, and tax software documentation.
Cross-Reference & Validation
Every calculation was verified against multiple sources. Conflicting interpretations (like SSTB classification for digital marketing) were flagged and resolved with citations.
Personalization
Raw tax law was mapped to Brandon's specific numbers — $159,352 SE earnings, $31,377 health insurance, ($16,025) business loss, $0 basis — producing actionable, dollar-specific guidance.
Integration & Review
All 30 documents were synthesized into this app — organized by topic, connected with navigation, and presented in a format that doesn't make your eyes glaze over.
Important Disclaimer
Tax Buddy is an educational tool, not a substitute for professional tax advice. While we've done our best to make this accurate (27 agents can't ALL be wrong... right?), tax situations are complex and laws change. Always confirm important decisions with a qualified CPA or Enrolled Agent. Think of this as your study guide before the big exam — helpful, thorough, but not the professor grading your paper.