tax-prep-agent
Command-line assistant on the Claude Agent SDK that classifies tax documents and reviews returns.
What it does
Command-line agent on the Claude Agent SDK that classifies and extracts W-2, 1099, 1098 and K-1 forms, analyses income and withholding, runs a deduction interview and reviews a completed return for errors. Needs Python, Tesseract, Poppler and an Anthropic API key, and stores data in encrypted SQLite. Version 0.1.0, for US individuals with stock compensation; README says MIT, no LICENSE file.
Licence unknown: we found no licence we could recognise. Check with the maintainers before you reuse the code.
Where it fits on the map
Not on the map: a demo, needs a paid service and for individual taxpayers.
The map places maintained projects for a company tax department or a tax authority, without a demo or paid-service flag. Everything else stays on the list with its label.
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Of the same kind, for a shared jurisdiction or tax area. Not a ranking.
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Maintain this project?
Link to this page from your README, so readers find the facts, the notes and where it fits. The badge is a small SVG served from this site.
[](https://tax-oss.com/projects/tax-prep-agent/)