Home / TaxGenie / TaxGenie Specification
TaxGenie
Overview
TaxGenie is an open-source, AI-powered tax intelligence platform designed to help individuals, freelancers, self-employed professionals, landlords, and business owners manage taxes throughout the entire year. Rather than focusing solely on tax filing, TaxGenie provides continuous financial awareness, proactive planning, and educational guidance through a privacy-first architecture powered by AxiomTaxAI.
Built with a modular architecture, TaxGenie allows organizations and developers to enable only the components they need while maintaining a secure, encrypted, and extensible platform. Every module operates independently through well-defined interfaces, making the system suitable for both personal and enterprise deployments.
Core Design Principles
- Modular architecture
- Local-first design
- Zero-knowledge compatible
- Privacy-first
- End-to-end encryption
- Human-readable explanations
- IRS-aligned rule processing
- AI-assisted planning
- Open standards
- Cross-platform
- API-first
- Fully open source
System Architecture
TaxGenie consists of independent modules communicating through secure APIs.
Frontend
│
API Gateway
│
──────────────────────────────────
│
├── AxiomTaxAI
├── User Management
├── Document Vault
├── Tax Engine
├── Planning Engine
├── IRS Communications
├── Compliance Monitor
├── Reporting
├── Integrations
└── Administration
Modules
AxiomTaxAI
Standalone AI tax intelligence engine.
Features
- IRS publication ingestion
- Tax code interpretation
- Plain-language explanations
- Rule-based reasoning
- AI-assisted reasoning
- Scenario simulation
- Financial pattern recognition
- Intelligent recommendations
- Tax planning assistance
- Continuous IRS monitoring
- Knowledge versioning
- API service
- Local deployment
- Hybrid rule engine
- Vector search
- Natural language interface
Personal Tax Module
Income
- W2 tracking
- 1099 tracking
- Investment income
- Retirement income
- Social Security
- Rental income
- Foreign income
- Cryptocurrency reporting
- Capital gains
- Interest income
- Dividend income
- Miscellaneous income
Deductions
- Standard deduction
- Itemized deductions
- Mortgage interest
- Property taxes
- Charitable donations
- Medical expenses
- Student loan interest
- Educator expenses
- Retirement contributions
- Health Savings Accounts
- IRA contributions
Credits
- Child Tax Credit
- Earned Income Credit
- Education Credits
- Energy Credits
- Adoption Credit
- Dependent Care Credit
- Premium Tax Credit
- Retirement Saver Credit
Filing
- Filing status assistance
- Dependent management
- Estimated refund
- Estimated balance due
- Tax bracket monitoring
- Year-end planning
Business Module
Income
- Sales
- Services
- Contracts
- Consulting
- Rental income
- Royalties
- Asset sales
- Investment income
Expense Categories
- Advertising
- Office supplies
- Utilities
- Insurance
- Payroll
- Contract labor
- Software
- Professional services
- Equipment
- Vehicle
- Repairs
- Maintenance
- Travel
- Meals
- Communications
- Rent
- Taxes
- Licenses
- Education
- Inventory
Business Tools
- Schedule C support
- Partnership support
- Corporate support
- LLC support
- Sole proprietor support
- Owner draw tracking
- Business asset tracking
- Depreciation
- Section 179 planning
- Bonus depreciation
- Home office calculations
- Mileage tracking
- Quarterly estimates
- Cash flow analysis
Document Vault
Encrypted storage for all financial records.
Features
- OCR
- Automatic classification
- Secure uploads
- Version history
- Receipt storage
- W2 storage
- 1099 storage
- IRS notices
- Business documents
- Tax returns
- Supporting documentation
- Search
- Tags
- Categories
IRS Communication Center
Features
- IRS notice upload
- OCR processing
- Letter explanation
- Deadline extraction
- Required actions
- Draft response assistance
- Notice archive
- Timeline
- Status tracking
Tax Planning Engine
Features
- Tax projections
- Estimated payments
- Income planning
- Deduction planning
- Retirement optimization
- Capital gain analysis
- Roth conversion modeling
- Business purchase planning
- Equipment timing
- Tax bracket optimization
Compliance Monitor
Features
- Missing forms
- Filing reminders
- Estimated payment reminders
- Audit preparation
- Documentation reminders
- Filing deadline monitoring
- Rule validation
- Data consistency checking
- Duplicate detection
Reporting Module
Reports
- Income reports
- Expense reports
- Tax summaries
- Quarterly reports
- Annual reports
- Business performance
- Estimated taxes
- Deduction summaries
- Credit summaries
- Audit documentation
- Filing package
Dashboard
Widgets
- Estimated refund
- Estimated taxes owed
- Quarterly payment tracker
- Filing progress
- Upcoming deadlines
- AI recommendations
- Recent documents
- Financial trends
- Tax calendar
- Notifications
Security Module
Features
- AES-256 encryption
- TLS encryption
- Local encryption keys
- Zero-knowledge option
- Secure backups
- Multi-factor authentication
- Session management
- Device authorization
- Audit logs
- Permission management
User Management
Features
- Multiple users
- Household management
- Business profiles
- Accountant access
- Role permissions
- Profile management
- Secure authentication
Integration Module
Financial Institutions
- Bank connections
- Credit cards
- Investment accounts
Accounting
- QuickBooks
- GnuCash
- Manager.io
- Wave
Payment Providers
- Stripe
- Square
- PayPal
Import
- CSV
- OFX
- QIF
- Images
Export
- CSV
- JSON
- Tax reports
- Financial summaries
AI Assistant
Powered by AxiomTaxAI.
Capabilities
- Conversational tax guidance
- Explain IRS terminology
- Explain tax calculations
- Identify deductions
- Identify credits
- Recommend planning strategies
- Explain IRS notices
- Simulate financial decisions
- Explain audit risks
- Compare filing strategies
- Build personalized tax plans
- Learn user preferences
- Multi-step reasoning
Notifications
- Filing reminders
- Quarterly payment reminders
- IRS updates
- Rule changes
- Missing documents
- AI recommendations
- Planning opportunities
Accessibility
- Dark mode
- Light mode
- Large text
- High contrast
- Keyboard navigation
- Screen reader support
- Responsive layout
- Mobile support
- Tablet support
- Desktop support
Privacy
- Local-first architecture
- No advertising
- No data selling
- User-owned data
- Export anytime
- Delete anytime
- Transparent AI reasoning
- Open-source code
- Auditable security
Developer Features
- REST API
- GraphQL support
- Plugin system
- Modular services
- Event bus
- Webhooks
- SDK
- Documentation
- Automated testing
- CI/CD ready
- Docker support
- Container deployment
- Self-hosting
- Cloud deployment
Future Modules
- State tax engine
- International tax engine
- Payroll processing
- Estate planning
- Trust taxation
- Sales tax management
- Property tax tracking
- Multi-business management
- Family office tools
- Nonprofit reporting
- Cryptocurrency portfolio analysis
- AI financial forecasting
- Tax law comparison engine
- Legislative change simulator
- Accountant collaboration workspace
Vision
TaxGenie is designed to become a comprehensive, open-source tax intelligence ecosystem that transforms tax compliance into continuous financial understanding. By combining deterministic tax rule processing with AI-assisted reasoning through AxiomTaxAI, the platform empowers users to make informed decisions, reduce compliance risks, and plan proactively while maintaining complete ownership of their financial data through a secure, modular, and privacy-first architecture.
Specification Branding License (SBL)
Standard
- Fully AGPL-3.0+ compliant system
- Copyleft enforced for network deployments
- Required attribution:
- Roxanne Ardary
- https://www.roxanneardary.com/
Optional
- Specification Branding License (SBL)
- Attribution-free commercial deployment
- Pricing based on scale, usage, and deployment scope
- https://roxanneardary.com/taxgenie/
License & Notice Requirements
TaxGenie is released under the GNU Affero General Public License v3.0 or later (AGPL-3.0+).
By contributing to this project, you agree that your contributions will also be released under this license.
Please note the following:
- All contributions must comply with the AGPL-3.0+ terms.
- Under Section 7 of the license, all redistributions, forks, and derivative works must preserve attribution to Roxanne Ardary and roxanneardary.com.
- TaxGenie specifications are free to use with attribution. A Specification Branding License can be negotiated upon request.
- The project’s notice.md file tracks attribution requirements and contributor acknowledgments. Any update that adds new contributors or modifies attribution should also update
notice.md. - When submitting a pull request, ensure that any new files maintain the attribution headers where applicable.
- Network-deployed versions of this software must also remain fully AGPL-3.0+ compliant, including exposure of source code modifications when applicable under the license.
For full legal details, please refer to the AGPL-3.0+ license and the project’s notice.md file.
Notice – TaxGenie
Attribution Requirement: Under Section 7 of the AGPL 3.0+ license, all redistributions, forks, and derivative works, including network-deployed versions of this project, must provide attribution to Roxanne Ardary and roxanneardary.com.
Contributors
This file tracks contributors and their specific contributions to the project.
- Roxanne Ardary, roxanneardary.com – March 19, 2026
Created the repository for TaxGenie. Developed the core AI-powered, transparent, and user-controlled tax preparation and optimization engine designed for accuracy, fairness, and maximum user agency. - [Add other contributors here] – [Date]
[Describe contribution in one sentence]
License – TaxGenie
This repository is licensed under the GNU Affero General Public License v3.0 or later (AGPL-3.0+).
Key Points
- You are free to use, modify, and distribute the code.
- All redistributions, forks, and derivative works or network-deployed versions must also be licensed under AGPL-3.0+ and provide attribution to Roxanne Ardary and roxanneardary.com as required under Section 7 of the license.
- The software is provided “as is,” without warranty of any kind.
For the full license text, see GNU AGPL-3.0 License.