AI
BasilTax.com
An AI-assisted tax workflow platform exploring document intake, structured extraction, tax research, preparer productivity, client Q&A, and audit-ready explanations.
Founder, product strategy, tax-domain research, implementation 2026 Launched
Value created
- Explores how tax preparers can move from piles of documents to structured ledgers, computed line items, and client-facing explanations.
- Blends AI extraction with deterministic tax computation so the workflow is useful beyond chat.
- Treats traceability as a product feature: source documents, calculations, and explanations need to connect.
What I shaped
- Document upload and parsing flows for W-2s, 1099s, brokerage statements, mortgage forms, and rental data.
- Structured extraction, redaction, validation, ledger normalization, and audit pack concepts.
- Q&A patterns that cite source materials instead of giving unsupported answers.