9. 💰 Tax Bot

Overview

An interactive assistant that walks users through filing common tax forms (e.g. IRS 1040, T1 for Canada) by parsing their answers and providing tailored guidance.

Primary Use Cases

• Individuals completing annual returns with minimal tax knowledge
• Freelancers tracking deductions and quarterly estimates
• Expats needing help with foreign-income reporting

Key Features

• Chat UI that asks step-by-step questions (income, dependents, deductions)
• Form parser: upload a PDF of your return to pre-fill fields via OCR
• Calculation engine: computes tax owed/refund in real time
• Tax tips: context-aware suggestions (e.g. “Did you remember student loan interest?”)
• Downloadable pre-filled form (PDF) ready for e-file

Tech Stack

• Frontend: React + TypeScript + Tailwind (chat + form previews)
• Backend: FastAPI (Python)
• Services: Go microservice for numerics/validation
• AI Models:
  • OCR: microsoft/trocr-base for PDF form fields
  • NLG: google/flan-t5-large for tips and clarifications
• Data: embed up-to-date tax tables in PostgreSQL

Architecture