tax-year: 2025 | filed: 2026

AI-Assisted Tax Preparation

Prepare your federal tax return with AI assistance using OpenCode. Secure, local-first, and fully transparent.

clone repo --help
disclaimer: use at your own risk

This project is an experimental proof-of-concept and is provided "as is" without warranty of any kind. By using this software, you acknowledge and agree that:

  • This is NOT tax advice. I am not a CPA, tax attorney, or financial advisor.
  • I accept ZERO liability for any errors, omissions, inaccuracies, or consequences resulting from use of this software.
  • You are solely responsible for the accuracy and legality of your tax return.
  • AI can make mistakes. All calculations and recommendations must be independently verified.
  • Consult a qualified tax professional for your specific situation.
  • The IRS holds YOU accountable for your tax return, not this software or its creator.
  • Sensitive information may be shared with third parties. Your tax documents, personal information, and other data you provide may be transmitted to AI model providers (such as Anthropic, OpenAI, or others). We have made best efforts to keep highly sensitive details (SSN, bank account numbers) local in .env and out of AI processing, but there is no guarantee that sensitive information won't be transmitted to third-party services.

This project is for educational and experimental purposes only. If you choose to use any output from this system for actual tax filing, you do so entirely at your own risk.

features

privacy-first

SSN and bank info stay local in .env files. Sensitive data never touches the AI.

ai-powered

Specialist agents handle income processing, deduction analysis, credit evaluation.

52-irs-forms

Form 1040, all schedules, and common credit forms. Generate filing-ready PDFs.

pub-17-indexed

Complete IRS Publication 17 converted to searchable markdown.

deterministic-math

Tax brackets and credits calculated by scripts—not hallucinating AI.

open-source

Review every calculation. Verify against IRS publications before filing.

workflow
[0]

fork && clone

Create a private fork to keep your tax data secure.

[1]

upload docs

Add your W-2s, 1099s, and other tax documents.

[2]

/tax-prep

AI guides you through the entire preparation workflow.

[3]

generate pdfs

Export filing-ready IRS forms with your data filled in.

quick-start
# install opencode
curl -fsSL https://opencode.ai/install | bash

# clone your private fork
git clone https://github.com/dakdevs/opencode-taxes.git
cd opencode-taxes

# set up sensitive data (never sent to AI)
cp .env.example .env

# start opencode and run the workflow
opencode
/tax-prep
security-model
data location sent to ai?
SSN, Bank Account .env never
Name, Address, DOB taxpayer-profile.yaml yes (for processing)
Tax Documents user-documents/ yes (for processing)