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Gen AI Tax Assistant

This is the Pacific Engineers of AI capstone group project for the Google Gen AI Intensive Course.

Pacific Engineers of AI Group Members:

  • Meenal Barve
  • Yohan Berg
  • Tatiana Mathis
  • Yash Varde

The blog article that describes the project on Substack is HERE

The YouTube Demo is HERE

The live Kaggle notebook is HERE

Jupyter Notebook Outline

We outlined the notebook into four modules. Each incorporates technology we learned from the class. Structured output while mentioned in Module 4 is demonstrated in multiple places.

Module 1: Estimate Tax Using Similarity Search

  • Applied embeddings and function calling.

Module 2: Tax Assistant Prompting

  • Applied few-shot prompting.

Module 3: A Conversational Tax Agent

  • Applied agentic AI and function calling.

Module 4: Incomplete Data Generation and Filling

  • Applied structured output and generative AI evaluation.

Gen AI Tax Assistant Process

Gen AI Tax Assistant Flow Chart

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