Powered by OpenAIRE graph
Found an issue? Give us feedback
image/svg+xml art designer at PLoS, modified by Wikipedia users Nina, Beao, JakobVoss, and AnonMoos Open Access logo, converted into svg, designed by PLoS. This version with transparent background. http://commons.wikimedia.org/wiki/File:Open_Access_logo_PLoS_white.svg art designer at PLoS, modified by Wikipedia users Nina, Beao, JakobVoss, and AnonMoos http://www.plos.org/ RUC. Repositorio da ...arrow_drop_down
image/svg+xml art designer at PLoS, modified by Wikipedia users Nina, Beao, JakobVoss, and AnonMoos Open Access logo, converted into svg, designed by PLoS. This version with transparent background. http://commons.wikimedia.org/wiki/File:Open_Access_logo_PLoS_white.svg art designer at PLoS, modified by Wikipedia users Nina, Beao, JakobVoss, and AnonMoos http://www.plos.org/
addClaim

Augmenting Tax Resolution with Agentic AI

Authors: Orozco Rivera, Adrián Ernesto;

Augmenting Tax Resolution with Agentic AI

Abstract

[Abstract]: This thesis investigates the application of Large Language Models (LLMs) to improve user assistance within PitBullTax Software, a professional Software as a Service (SaaS) platform used by tax practitioners in the United States for Internal Revenue Service (IRS) tax resolution. Practitioners must navigate complex IRS procedures, interpret regulatory publications, and execute multi-step workflows when resolving tax debts. These tasks generate repetitive support requests and require extensive training, presenting an opportunity for intelligent automation through modern natural language technologies. The work addresses three challenges inherent to deploying LLMs in regulated professional environments: ensuring factual accuracy through grounding in authoritative documentation, enabling objective comparison across multiple LLM providers with different cost and performance characteristics, and implementing security measures appropriate for handling sensitive taxpayer information. The proposed solution integrates retrieval-augmented generation (RAG) with the Internal Revenue Manual as its knowledge source, a multi-model adapter architecture supporting multiple commercial LLM providers, and a layered security framework addressing prompt injection and data protection concerns. The prototype was evaluated through quantitative benchmarking measuring reliability, latency, and cost across providers, complemented by qualitative validation from domain experts assessing response accuracy and practical utility. Results demonstrate the feasibility of deploying LLM-based conversational assistance in tax resolution workflows, while revealing important trade-offs between model capabilities, operational costs, and response quality that inform production deployment decisions.

Country
Spain
Related Organizations
Keywords

Large Language Models, Tax Resolution, Conversational Agents, Retrieval-Augmented Generation, Enterprise Software Integration, IRS Procedures

  • BIP!
    Impact byBIP!
    selected citations
    These citations are derived from selected sources.
    This is an alternative to the "Influence" indicator, which also reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
    0
    popularity
    This indicator reflects the "current" impact/attention (the "hype") of an article in the research community at large, based on the underlying citation network.
    Average
    influence
    This indicator reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
    Average
    impulse
    This indicator reflects the initial momentum of an article directly after its publication, based on the underlying citation network.
    Average
Powered by OpenAIRE graph
Found an issue? Give us feedback
selected citations
These citations are derived from selected sources.
This is an alternative to the "Influence" indicator, which also reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Citations provided by BIP!
popularity
This indicator reflects the "current" impact/attention (the "hype") of an article in the research community at large, based on the underlying citation network.
BIP!Popularity provided by BIP!
influence
This indicator reflects the overall/total impact of an article in the research community at large, based on the underlying citation network (diachronically).
BIP!Influence provided by BIP!
impulse
This indicator reflects the initial momentum of an article directly after its publication, based on the underlying citation network.
BIP!Impulse provided by BIP!
0
Average
Average
Average
Green