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Tax preparation remains one of the most important annual financial tasks for millions of Americans. Seeing an opportunity to improve this experience, a US-based startup founded by a CEO and CTO set out to create a new type of tax filing solution powered by Artificial Intelligence.
Their vision was to build a conversational platform that would guide users through state tax declarations, answer tax-related questions, and simplify filing through an intuitive chat experience. The goal was to combine the convenience of self-service software with the guidance traditionally provided by tax professionals.
Master of Code Global partnered with the client to design and develop an MVP that transformed this vision into a working product, establishing the foundation for future expansion ahead of upcoming tax seasons.
Preparing a state tax return in the United States can be overwhelming, especially for individuals who are unfamiliar with tax regulations or filing requirements. Depending on the taxpayer’s circumstances, the process may involve answering hundreds of questions, reviewing financial documents, and understanding calculations that are often difficult to interpret without professional assistance.
The client wanted to eliminate the complexity associated with traditional tax preparation tools. Their vision was to replace lengthy forms and expensive accountant consultations with a Conversational AI experience that could guide users through each step of the process, answer questions in real time, and reduce the effort required to complete a tax declaration.
At the same time, the solution needed to handle sensitive financial information securely, process uploaded documents, integrate with trusted tax calculation providers, and deliver a seamless filing experience from data collection to submission. The ultimate goal was to make tax filing faster, simpler, and more accessible for everyday users.
Master of Code Global developed an AI-powered tax filing assistant that transforms a traditionally complex process into a simple conversational experience.
Our team designed and built an MVP that helps users prepare and submit state tax declarations through a guided AI conversation. Instead of navigating lengthy forms and complicated tax terminology, people interact with a virtual assistant that collects information, processes documents, answers questions, and guides them through each step of the filing journey.
The solution combines Conversational AI, intelligent document processing, secure data management, and third-party tax calculation services to deliver a streamlined and user-friendly experience. Designed for speed and simplicity, the platform enables eligible customers to complete the filing process in as little as 7–15 minutes.
Conversational tax preparation: Users complete their tax declaration through a natural chat experience instead of traditional forms, making the process more intuitive and less intimidating.
Intelligent document processing: The assistant analyzes uploaded tax documents and automatically extracts relevant information, reducing manual data entry and minimizing user effort.
AI-powered tax guidance: Customers can ask follow-up questions throughout the process and receive instant explanations about tax fields, calculations, and filing requirements, similar to interacting with an accountant.
Secure tax filing workflow: Personal and financial information is collected through secure user accounts, while tax calculations are handled by certified third-party providers.
Real-time results and submission: The platform offers people immediate visibility into filing outcomes, including potential refund estimates, and allows declarations to be submitted directly through the system.
Automated status notifications: Users receive email updates when their declaration is submitted and are notified when it is accepted or rejected by tax authorities.
24/7 accessibility: The service remains available around the clock, allowing people to prepare and file tax returns whenever it is most convenient for them.