ElsterGPT: Smart Tax Assistant

1Mercedes-Benz Group, 2ByteDance Group

Vision

Our mission is to revolutionize the landscape of tax compliance and optimization through cutting-edge artificial intelligence.

Our tax advisory agent, ElsterGPT, aims to empower individuals and businesses with strategic solutions to navigate complex tax regulations efficiently and ethicallym by leveraging Large Language Models (LLMs) for maximizing tax refund.

The effectiveness of the agent is achieved through a combination of fine-tuned LLM's contextual natural language processing capabilities and accurate retrival of relevant tax laws from vector database. By incorperating extensive tax laws, regulations, and case precedents in Machine Learning(ML) model during drafting and reviewing tax documents a higher-quality of decision-making is significantly enhanced.


Business Model

This smart agent holds the potential to democratize access to tax expertise, particularly for small businesses and individual taxpayers who may lack resources for professional advisory services. It will be provided as Pay-as-you-Go mode, which allows users to utilize the power of LLMs by paying a fix amount of fee for each tax filing.

Branding Points

This LLM-powered tax advisory agent positions itself as a leader in the industry by providing top-notch guidance for all tax needs with AI-driven solutions including tax advisory service and tax filing service, which significantly reduces the time and costs associated with traditional tax consultancy services.

What makes it stand out is its ability to provide personalized tax advice and unique expertise tailored for small businesses with accuracy. Key usage ideas for this Tax Advisory Agent are:

1. Personalized Tax Guidance

The agent can provide tailored tax advice based on individual or business-specific financial situations, taking into account factors such as income, expenses, deductions, and credits to optimize tax outcomes.

2. Real-Time Tax Queries

Users can ask the agent tax-related questions at any time, receiving immediate and accurate responses. This can be particularly useful during tax season when timely information is critical.

3. Filing Assistance

The agent can guide users through the tax filing process step-by-step, ensuring that all necessary forms are completed correctly and all potential deductions and credits are claimed.

4. Regulation Updates

The agent can keep users informed about the latest changes in tax laws and regulations, helping them stay compliant and take advantage of new tax-saving opportunities.

5. Audit Preparation

In the event of a tax audit, the agent can help users prepare by explaining the process, advising on necessary documentation, and offering strategies to address potential auditor questions.


Technical Architecture



1. Tax Regulation Data Ingestion: clean and preprocess tax regulation data with fine tuned LLM model and store final embeddings in vector database.

2. Tax Query Embedding: Extract and convert german tax query from ELSTER system with specific LLM model.

3. Query Augmentation: Retrive additional context from vector database and combined with original query for users.

4. User Interaction: users are able to select best-fit tax response, which will be further optimized with LLM for tax submission.


Demo Video


Contact

For any questions, please send email to neverset at aliyun dot com。