taxsnappro 1.9.0

AI-powered tax preparation assistant

TaxSnapPro 🧾

AI-powered tax preparation tool. Upload your tax documents, let AI extract the data, and get instant tax calculations.

Features

• 📄 Document Upload - Drag & drop W-2, 1099, 1098, 5498-SA forms (PDF/images)
• 🤖 AI Extraction - Gemini 2.0 Flash automatically extracts all tax data
• ✏️ Manual Entry - Add rental properties, business income, dependents
• 📊 Real-time Calculation - See tax estimates update as you add data
• ☑️ Include/Exclude - Toggle documents to compare different scenarios
• 🎯 Accuracy - Validated against CPA returns (0.05% difference)

Supported Forms

Form	Description
W-2	Wages and Tax Statement
1099-INT	Interest Income
1099-DIV	Dividend Income
1099-B	Capital Gains
1099-NEC	Nonemployee Compensation
1099-MISC	Miscellaneous Income
1098	Mortgage Interest
5498-SA	HSA Contributions

Quick Start

# Install
pip install taxsnappro

# Run
taxsnappro

Then open http://localhost:3000 in your browser.

Requirements

• Python 3.10+
• Gemini API Key (free tier: 1500 requests/day)

Configuration

1. Launch TaxSnapPro: taxsnappro
2. Go to Settings
3. Enter your Gemini API key
4. Start uploading documents!

How It Works

1. Upload - Drop your tax documents on the Upload page
2. Process - Select files and click "AI Process" to extract data
3. Review - Check extracted data, toggle documents to include/exclude
4. Calculate - See real-time tax calculations based on included documents

Tax Calculations

TaxSnapPro calculates:

• Federal income tax (all brackets for 2024)
• Standard vs. Itemized deductions
• Self-employment tax (Schedule SE)
• Child Tax Credit / Other Dependent Credit
• Additional Medicare Tax (0.9%)
• Net Investment Income Tax (3.8%)
• Capital gains tax (0%, 15%, 20% tiers)
• HSA deductions
• SALT cap ($10,000)

Privacy & Security

• All data stays on your local machine
• Documents are processed via Gemini API (encrypted)
• No data is stored on any server
• API keys are stored locally with encryption

Development

# Clone
git clone https://github.com/jzOcb/taxsnappro.git
cd taxsnappro

# Install dependencies
pip install -e .

# Run in development mode
cd ui && reflex run

License

MIT License - see LICENSE for details.

Disclaimer

TaxSnapPro is for educational and estimation purposes only. Always consult a qualified tax professional for official tax filing. The authors are not responsible for any errors in tax calculations.