TaxMaxx is a tax-assistant web app that helps users upload a W-2 and 1098-T, extract key values, and generate a draft 1040 summary.

• React + Vite UI with Figma-inspired upload/results flow
• Upload validation for W2.pdf and 1098-T.pdf
• Results page now displays live backend-calculated draft 1040 values (not hardcoded)
• Chatbot panel is scaffolded in the UI

• FastAPI backend with modular architecture (routes, services, models, db)
• MongoDB persistence for:
  • tax sessions (tax_sessions)
  • parser box-data docs (box_data)
• Parser integration supports:
  • canonical endpoint: POST /api/parser/parse
  • frontend-compatible endpoint: POST /api/parser/box-data
• Deterministic 1040 calculation pipeline and draft retrieval:
  • POST /api/calculations/run/{session_id}
  • GET /api/calculations/draft/{session_id}

• Azure Document Intelligence integration for W-2 / 1098-T
• Filename-based model selection (W2 vs 1098-T)
• Mock mode remains available for low-cost testing

• Improve parser robustness for real-world PDFs (confidence/error handling)
• Expand tax logic beyond MVP lines and assumptions
• Finish chatbot backend integration (currently scaffold only)
• Add stronger automated testing and better production error reporting

• Frontend: React, Vite
• Backend: Python, FastAPI
• Database: MongoDB Atlas
• Parsing: Azure Document Intelligence

cd backend
python3 -m venv .venv
source .venv/bin/activate
python -m pip install -r requirements.txt
python -m uvicorn app.main:app --reload

cd frontend
npm install
npm run dev