Ready to deploy

Credits Agent

Credits and incentives identified consistently across the client base, not only where a partner already knows to look.

Practice Area

Tax

System

Credits — Tax Credits & Incentives

Solution

Tax STAR

Scope

12 AI Agents

Role

Tax Credits & Incentives.

What It Does

01
Runs the Credits system to your firm's documented standard, step by step.
02
Assembles the analysis and deliverables this system owes the rest of Tax STAR.
03
Surfaces gaps, contradictions, and exceptions for human review before anything is treated as final.

What It Needs

What It Produces

Where It Fits

Part of Tax STAR.

Credits

Tax Credits & Incentives

Credits and incentives identified consistently across the client base, not only where a partner already knows to look.

A 12-module Tax Operating System that turns episodic tax planning into an ongoing advisory process.

Other Tax Agents

Tax Intake Agent
Gathers returns, entities, and documents into one structured planning file.
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Planning Opportunity Agent
Scans client data against your playbook and surfaces planning ideas.
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Scenario Modeling Agent
Runs multi-year and entity-structure scenarios for advisor review.
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Deliverable Drafting Agent
Produces first-draft planning reports and client-ready summaries.
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Notice & Compliance Agent
Tracks filings, deadlines, and notices so nothing slips through.
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Quarterly Review Agent
Prepares recurring check-in packages that keep advisory fees in place.
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Owner Comp Agent
Owner Compensation Strategy.
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Methods Agent
Accounting Method Optimization.
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Human Capital Agent
Human Capital Tax Strategy.
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Protection Agent
Asset Protection & Risk Structuring.
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Post-Sale Agent
Post-Sale Wealth Management.
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We install it in your workflow, with your standards and your review points.