Matious
  • AI & Agents
  • USA
  • 2024

AI tax intelligence for CPAs, from research to return review

TaxFigure: AI tax research, planning and review platform for CPAs and tax firms
~2 min

per research question, down from 2+ hours (TaxFigure's figure)

200+

tax form types read from uploads (TaxFigure's figure)

1,000+

local jurisdictions, plus all 50 states and DC

01
The challenge

Tax professionals lose hours on research that spans the Internal Revenue Code, Treasury Regulations, IRS guidance, court decisions and state and local rules, then more hours modeling scenarios and reviewing returns. TaxFigure wanted one platform for the whole engagement, with answers trusted enough for professional use: every claim tied to primary authority.

02
The solution

Matious built the multi-agent research engine. A coordinator splits each question into parallel sub-tasks, specialized agents search statutes, regulations, rulings, case law and the client's own documents at the same time, and a synthesis agent writes a bottom-line answer with inline citations. We also built the GPU-accelerated document intake that turns W-2s, 1099s, K-1s, brokerage statements and prior-year returns into structured data the agents use as tools.

03
The outcome

TaxFigure serves solo CPAs, boutique firms, enrolled agents, SALT specialists, tax attorneys and in-house tax teams across research, planning, modeling, return review and tax resolution. Its own figures put a research question at about two minutes, against two hours or more. Every answer cites the primary authority it relies on, and each query, source and saved position is logged for an audit-ready trail.

Inside the product
TaxFigure screen 1
TaxFigure screen 2
Tech stack
Next.jsSupabasepgvectorFastAPIPythonGPT-4oPerplexity SonarGemini FlashCohere RerankDeepSeekNeo4jAWS EC2n8n

Building something like TaxFigure?

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