tax-planning

MCP server for US individual taxpayers — 39 tools for federal/state tax calculations, credits, deductions, retirement strategies, and tax planning. All calculations run locally. TY2024 + TY2025 (OBBB Act).

华人理财SKILL｜Claude Skill for Chinese-American & overseas Chinese investors｜2026 tax numbers｜Education only, not investment advice

Claude Code plugin: Proactive US tax advisor with WA State specialization — aggressive but legal strategies grounded in current IRS publications and WA DOR guidance

Your personal-finance AI team for GitHub Copilot CLI — 20 specialist agents (budget, tax, investing, retirement, debt, credit, health & Medicare, P&C, life & disability, estate, purchases, education/529, net worth, self-employed, life events, real estate, behavioral, expat, financial literacy, FIRE). Zero deps, analysis-only, private by default.

Modern marketing website for Slovak tax deduction information. Built with Astro, TypeScript, and Tailwind CSS. Features Markdown-based content management, interactive calculators, and FAQ sections for R&D super deductions, Industry 4.0 investments, and Patent Box.

Privacy-first retirement planning in your browser - no accounts, no server, no data leaving your device. Free and open source (AGPL-3.0-only).

Your family's entire wealth in one Excel file — stocks, mutual funds, FDs, PPF, EPF, NPS, gold, property — live prices, honest XIRR returns (dividends & sales included), automatic splits/mergers/dividends, and a capital-gains tax view with editable tax rules. 100% local, no cloud, no account.

Premium fintech MVP that compares old vs new tax regimes, optimizes 80C/80D/NPS allocations, and guides monthly tax-saving decisions with cash-flow guardrails.

Open-source India income-tax planning, salary/CTC restructuring, and ITR filing-support toolkit

Deterministic federal tax-planning workbench for TY2025-TY2026 with client-scoped scenarios, audit trails, Excel exports, reconciliation, and controlled AI assistance.

Privacy-first, browser-based retirement tax planning engine. No server. No account. No data leaves your computer.

AI-powered tax strategy analysis platform

Single-file interactive personal-finance decision tool — 13 views, 27-question diagnostic, decision engine, 447 fact-checked claims (audit closed).

A full-stack personal finance and Canadian tax planning platform that helps users manage income, expenses, budgeting, financial goals, asset allocation, and optimize TFSA, FHSA, and RRSP contributions in one centralized application.

Local-first federal tax calculator and W-4 optimizer built with FastAPI, React, and TypeScript.

A multi-agent GenAI project built with LangGraph, RAG, FAISS, NVIDIA AI Endpoints, and Streamlit for intelligent financial planning and automation.

Wealth.com — independent third-party profile of a public API surface, by API Evangelist. Wealth.com is the industry-leading estate and tax planning platform for financial advisors, unifying estate document creation, tax intelligence, and its proprietary Ester AI assistant to help advisors deliver sophisticated planning at scale.

Advisor-focused React/TypeScript calculator for enhanced direct indexing, tax-loss harvesting, state taxes, and exit/estate scenarios.

Fifteenth — independent third-party profile of a public API surface, by API Evangelist. Fifteenth is a San Francisco-based fintech company operating an AI-powered personal tax platform for ambitious earners — founders, investors, executives, and technology professionals with complex financial situations such as equity compensation (ISOs, RSOs, RSUs

Bloomberg Tax (BTAX) — independent third-party profile of a public API surface, by API Evangelist. Bloomberg Tax (BTAX) is a comprehensive tax research, planning, and compliance platform providing tax professionals with authoritative primary sources, expert analysis, and practical tools.