Answer client tax questions-AI-powered tax query solutions

Example

A user asks about deductible business expenses. The assistant would prompt for details like the type of business, specific expenses, and their nature, ensuring the query is clear and precise.

Scenario

A small business owner inquires about which expenses can be deducted for their home office. The assistant asks for specifics such as the percentage of home used for business and types of expenses incurred, then provides detailed guidance based on IRS rules.

Example

A user wants to know about the tax implications of receiving an inheritance. The assistant provides information on potential estate taxes, reporting requirements, and any applicable deductions or exemptions.

Scenario

An individual receives a significant inheritance and needs to understand the tax consequences. The assistant explains the federal estate tax threshold, state-specific rules, and how to report the inheritance on tax returns.

Example

A user asks how to maximize tax deductions for charitable donations. The assistant asks for details on the types of donations, their value, and the recipient organizations, then offers tailored advice.

Scenario

A taxpayer makes various charitable donations throughout the year and wants to ensure they are maximizing their deductions. The assistant provides guidance on record-keeping, eligible organizations, and the documentation required for different types of donations.