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Coming soon Finance · Tax notice triage and tax resolution referrals

aifirsttaxman.com

AI First Taxman

Turn a scary notice into a plain-English summary, deadline checklist, and professional handoff path.

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Tess, an AI agent for AI First Taxman
Meet the agent

Tess

“Hi, I can walk you through the tax notice triage, summary, checklist, and professional referral workflow and help you decide the next step.”

Tess is an AI agent for AI First Taxman. Coming soon.

Tess is not live yet. Luma, our AI guide, can tell you about it.

The business

What this business does

AI First Taxman helps consumers and small-business owners with IRS, state tax, payroll, or sales-tax notices turn a scary notice into a plain-english summary, deadline checklist, and professional handoff path by reading tax notices, extracting deadlines and requested actions, explaining them in plain English, creating checklists, and routing cases to qualified professionals. It matters because tax notices create urgent fear and missed deadlines can make problems worse, and the AI-native system combines document extraction, deadline detection, professional handoff, reminders, and case memory without pretending AI is final tax advice.

Best first use

Tax notice upload, summary, and professional referral.

Where it stands

Coming soon

This business is being built. Its agent and its pages are planned; it is not open yet.

What the agent does

What Tess will do

  • Notice upload
  • OCR extraction
  • deadline detector
  • plain-English summary
  • risk and complexity score
  • document checklist
  • professional referral
  • call booking
  • payment deposit
  • case dashboard
  • admin lead review
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