Tax AI
Tax AI needs evidence for the work it has to do.
Tax systems research rules, handle documents, calculate returns, and help tax teams manage their work. Each task needs different data and different tests. Lometa brings tax practitioners into AI training and evaluation built around the right jurisdiction, tax year, workflow, and expert-checked answers.
Service areas
Expertise that reaches the real decision.
Forms, documents, and workpapers
Return calculations and reconciliation
Tax administration and case prioritization
Data quality, privacy, and human review
Practical questions
Start with what has to work.
Does a research answer cite the right authority, reflect the correct tax year, and stay within what its sources support?
Can the system extract fields from forms and source documents, and flag missing or uncertain information?
Do calculated returns match an independent reference—both line by line and as a complete return?
Does document or transaction processing handle realistic formats without compounding one field error into later calculations?
For agency workflows, does testing measure real outcomes and consider the impact of prioritization decisions?
Are training, retrieval, and task inputs clearly distinguished—and is sensitive taxpayer information appropriately protected?
What clients receive
Clear evidence and an executable next step.
Lometa matches each engagement with practitioners who understand the constraints, edge cases, and consequences—not commodity annotation teams.
- Expert-checked scenarios with a defined jurisdiction, tax year, and defensible answer key
- Task-specific evaluation for research, document extraction, calculations, and agency workflows
- Clear accuracy measures at both field or line level and whole-task level
- Held-out test cases and realistic edge cases to reveal gaps beyond clean benchmark examples
- Findings on data quality, privacy, uncertainty, and where qualified human review is needed
Bring us one real workflow.
Connect with Lometa