Returns drafted, CPA signed
Tax returns drafted for your jurisdiction and entity (1120, 5472, 1120-S, 1040-NR, UK CT600), reviewed and signed by a partner CPA, e-filed on time.
The Tax Agent assembles your tax-year packet from live bookkeeping data, drafts the correct forms with reasoning-trace citations to the authorities, and hands off to a partner CPA for review and signature. Quarterly estimates calendared and drafted for every customer — not a top-tier add-on.
Every external system the agent touches is a typed, observable MCP tool server. Rate-limited, retryable, and rate-cost attributed back to the originating AgentRun.
Asserted in CI. Deployments that exceed the p95 target fail to ship — this is how we keep unit economics honest as prompts and models evolve.
Every call routed through the platform wrapper with prompt caching on stable context blocks. Each decision recorded as an AgentRun with tools, output, cost, and latency.
Every return is reviewed and signed by a partner CPA before filing. Complex positions (transfer pricing, PFIC, foreign tax credits) flagged for senior review.
State-level income tax returns (handled separately). Personal tax returns beyond 1040-NR. Audit representation.
The Tax Agent meets the FormBridge autopilot contract — a defined outcome, its own tools, reproducible decisions, a published cost budget, a human escalation path, and cassette evals replayed in CI.