Deterministic US equity-compensation tax optimizer. Six tools cover ISO/AMT exercise scheduling, NSO sell-vs-hold, RSU vest-and-sell, single-stock concentration, protective put / zero-cost collar pricing, and Section 1202 QSBS qualification. Federal plus 50-state plus DC tax math.
Tax-aware retirement planning for Canada and the US. CPP/OAS and Social Security timing, RRSP/TFSA/401k/IRA projections, Monte Carlo simulation, withdrawal order optimization, and historical backtesting against 150 years of market data.
Provides real tax calculations for US, Canada, Australia, and UK income, property, and dividend taxes using up-to-date local data with no API keys required.
Enables AI assistants to compute US take-home pay, self-employment taxes, and capital gains taxes for the 2026 tax year using the engine from statetakehome.com.
Open-source, accountant-verified tax computation skills for AI agents. 261+ skills across 172+ jurisdictions covering income tax, VAT/GST, payroll, corporate tax, crypto, and cross-border planning. Every skill is verified section-by-section by licensed CPAs and chartered accountants. 3 tools (list_skills, get_skill, get_skill_sections) and 1 prompt (skill-review).
