Hey everyone,
I got tired of generic AI bots giving dangerous tax advice because they rely on outdated training data. So, I built a specialized *Tax Advisor Agent* that forces the AI to check live government portals before answering.
*The Workflow (No Hallucinations):*
1. *Input:* Takes user profile (Income, Expenses, Region: USA/India) and can process uploaded financial documents.
2. *The "Brain":* I use a mix of *Perplexity Sonar* (for live search) and *Gemini/Mistral* (for reasoning).
3. *The Logic:* It doesn't guess. It crawls the official IRS or GST portal, finds the specific tax code section, and cites it directly in the answer.
4. *Output:* It generates a detailed **on-screen breakdown** (Deductions, Tax Credits, Strategy) backed by real-time citations.
*The Tech Stack:*
* *Backend:* n8n (Webhooks, HTTP Requests)
* *Search:* Perplexity Sonar API
* *Models:* Gemini / Mistral / GPT-4o-mini
* *Feature:* Multi-Region Support (USA & India)
I’m looking to partner with agencies who want to offer this as a "Client Portal" tool.
*Feedback request: For those building in fintech, how do you handle liability guardrails in your prompts?*