TaxAgent

An intelligent tax filing system that simplifies Canadian tax returns through AI-powered conversation, demonstrating practical application of AI agents in financial technology.

Overview

TaxAgent transforms the complex process of filing Canadian tax returns into a conversational experience. Instead of navigating complicated forms, users interact with an AI agent that guides them through tax obligations and calculations specific to Canada’s tax code.

Architecture

Frontend (TaxAgentWeb):

• Vue 3 with Vuetify 3 for Material Design UI
• TypeScript for type-safe development
• Pinia for state management
• Vue Router with layout management
• WebSocket integration for real-time AI communication

Backend (TaxAgentServer):

• Python-based AI agent server
• Real-time WebSocket communication
• Tax calculation engine
• Integration with Canadian tax regulations

Technical Innovation

The project demonstrates expertise in:

AI Agent Design:

• Conversational interface for complex workflows
• Context-aware assistance through multi-turn dialogue
• Domain-specific knowledge integration (Canadian tax code)

Full-Stack Development:

• Real-time bidirectional communication
• Modern reactive UI with Vue 3
• Type-safe frontend and backend integration
• Modular architecture for scalability

User Experience:

• Simplifying complex regulatory processes
• Progressive disclosure of information
• Error prevention through guided input
• Accessible interface design

Business Value

This system showcases capabilities in:

• FinTech Solutions: Building regulated financial applications
• Process Automation: Replacing complex forms with intelligent workflows
• Compliance: Implementing domain-specific regulatory requirements
• AI Integration: Practical application of conversational AI for business processes

Use Cases

• Individual Taxpayers: Simplified tax filing experience
• Tax Preparation Services: White-label solution for tax prep businesses
• Financial Advisors: Tool for assisting clients with tax returns
• Government Services: Model for citizen-facing AI services

Key Features

• Conversational tax filing interface
• Real-time calculation and validation
• Canadian tax code compliance
• Multi-step wizard with AI guidance
• Secure handling of financial information
• Progress tracking and resume capability

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Developer: Danny (hdcola) License: MIT Stack: Vue 3 + Python + WebSocket