Tax strategist

Tax-Planning-Ops

Private beta

A tax strategist that reads your real books, runs the math deterministically, and hands you a signed, review-ready plan. Not a list of tips.

Ask for a seat

You'll land in your workspace; pick the employee there.

Product proof

Product images are being prepared.

The workflow below is sourced from the product record.

Access

We run Magic Unicorn's own tax planning on it every day. Public signup isn't open yet; seats are by request while we onboard slowly.

Operating boundary: Magic Unicorn is software, not a CPA firm. You (or your CPA, if you want one) review and approve before anything files, and Tax-Planning-Ops itself never files a return. You stay the signer.

The work

What it does

  1. Reads your actual ledger and uploaded returns (vision OCR with a human correction loop), so plans start from real numbers, not guesses.
  2. Runs Roth-conversion and S-corp reasonable-comp optimizers, quarterly estimates, and what-if scenarios on a deterministic 1040 engine.
  3. Writes strategist memos grounded in your books, walks them through sign-off, and tracks realized savings against what was projected.

The workflow

How it works

  1. 01

    Link Accounting-Ops or upload last year's return. Tax-Planning-Ops extracts the fields and lets you correct anything it misread.

  2. 02

    The strategist runs scenarios, optimizers, and quarterly math on the deterministic engine, then drafts the memo from your real filing context.

  3. 03

    You (or your CPA) sign off, export the client-ready PDF, and it reconciles projected savings against what really happened.

Source record

A claim with a source

The engine is trusted enough that our own Accounting-Ops vendored it.

Keep exploring

All AI employees

For humans and for agents

Bring your own agent.

Unicorn Commander is built for people and agents. Start with the connection details and the permissions for the product you want to use.

Machine discovery

/.well-known/agent-card.json

The card describes the available identity and capabilities. It does not grant anonymous access.

A useful next step

Need a guided fit?

Start with the job, the product state, and the way you want to run it.

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