TL;DR: The author built an AI tax advisor called Tax Driver using GPT-4 and the open-source library Open Tax Solver to explore tax scenarios. Tax Driver is capable of evaluating various tax scenarios but can be inconsistent and miss the mark at times. While it can generate code and provide solid analyses with some coaching, it puts a lot of burden on the user. The author also developed a python library called tenforty to simplify tax form calculations. Tax Driver is a helpful yet unpredictable assistant that requires a tolerant user. The author acknowledges Sarah Laskey for feedback.
https://finedataproducts.com/posts/2024-03-10-tax-scenarios-with-ai/