// industries / tax technology
Tax technology built for speed, accuracy, and audit trails
We build tax software, document automation pipelines, and IRS/state e-filing integrations for accounting firms, fintechs, and enterprise tax teams.
Engineering for tax technology
From 1040 and 1120 workflows to FBAR, FinCEN BOI, and WOTC automation — our engineers ship production-grade tax technology that survives filing season.
- OCR + LLM extraction for W-2, 1099, K-1, receipts
- IRS MeF, state DOR, and FinCEN e-filing integrations
- Tax workflow + review queue platforms
- R&D credit, WOTC, and ERC automation
- Audit trail, versioning, and SOC 2 controls
- QuickBooks, Xero, NetSuite, CCH, Drake integrations
// outcomes
What teams get
Faster filing season
Automated intake and prep work that scales with preparer headcount.
Fewer review hours
AI-assisted document classification and field extraction with human-in-the-loop review.
Audit-ready records
Immutable history of every document, calculation, and approval.
// common use cases
Where we plug in
- → Tax document intake portal
- → AI-powered preparer assistant
- → Multi-entity 1120 / 1065 workflow
- → FinCEN BOI filing platform
- → R&D credit study automation
- → Client review and e-signature flow
// tax technology built for speed, accuracy, and audit trails faq
Frequently asked questions
- What does NextGen build for tax technology built for speed, accuracy, and audit trails?
- From 1040 and 1120 workflows to FBAR, FinCEN BOI, and WOTC automation — our engineers ship production-grade tax technology that survives filing season. Typical scope covers ocr + llm extraction for w-2, 1099, k-1, receipts, irs mef, state dor, and fincen e-filing integrations, tax workflow + review queue platforms, r&d credit, wotc, and erc automation — delivered by senior U.S.-based engineers who stay on the engagement through production and handover.
- Which tax technology built for speed, accuracy, and audit trails projects are the best fit?
- The strongest fits are tax document intake portal, ai-powered preparer assistant, multi-entity 1120 / 1065 workflow. If the work touches regulated data, legacy integrations, or a delivery deadline you can't miss, that's exactly where an embedded senior pod pays for itself.
- How quickly can a team start?
- Most engagements begin within 7-14 days of the scoping call. We pre-vet engineers by domain, so you get someone who has shipped comparable systems instead of a generalist learning on your budget.
- How is the engagement priced?
- Fixed-scope builds are quoted after a short discovery and architecture sprint, and dedicated pods run on transparent monthly rates. You own the code and cloud accounts either way.
- Is delivery onshore?
- Yes. Delivery is 100% U.S.-based on Eastern-time hours, with senior leadership in the NYC metro available for on-site working sessions, architecture reviews, and stakeholder demos.
// related
Explore related work
// let's build something
Start your project request
Tell us what you're building — engineering capacity, AI, QA, cloud, or a fixed-scope software engagement. Our NYC team responds within one business day.
// what to expect
- Response within 1 business day
- 30-minute discovery conversation
- Recommended engagement model & pricing
- NYC-focused — in-person available
Start Project Request
Inbound sales only. All form information is encrypted in transit.