- AI & Agents
- USA
- 2024
AI tax intelligence for CPAs, from research to return review

per research question, down from 2+ hours (TaxFigure's figure)
tax form types read from uploads (TaxFigure's figure)
local jurisdictions, plus all 50 states and DC
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.
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.
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.


Building something like TaxFigure?
Tell us where you are. We will tell you honestly what it takes to get to production.

Next case study
Zenyt
Autonomous AI agents that test e-commerce like real shoppers


