Tax Report
Tax logic that correctly reflects the return and its planning implications.
For Holistiplan's product team
Your role needs a bridge between tax law and product logic.
What I noticed: Holistiplan needs calculation logic that engineering and QA can implement without losing the tax rule, its edge cases, or its source. I have solved a similar tax-to-software handoff problem.
CDTFA pre-production tax-product QA60% fewer processing errors30% faster assessment processing
Mark AbellaTax technology · business systems · software delivery
26-second brief
One observation, one solved parallel, evidence nearby.
What Holistiplan is protecting
Confidence behind every client-ready insight.
Scenario Analysis
Calculations that handle inputs, order of operations, thresholds, phaseouts, and edge cases.
Explainer reports
Outputs that are understandable, well sourced, and defensible for advisors and clients.
How I read the role
One continuous chain from authority to release.
Research
Interpret statutes, regulations, IRS guidance, and state rules.
Specify
Define values, sources, sequence, thresholds, phaseouts, and exceptions.
Validate
Check outcomes against authoritative sources and known scenarios.
Investigate
Reproduce calculation bugs, isolate root cause, and ground the fix in law.
Ship safely
Give engineering and QA precise requirements and regression coverage.
A small work sample
The calculation specification I would want engineering and QA to receive.
This is an illustrative structure—not a claim about Holistiplan's internal process.
Calculation specificationTraceable by design
- Authority
- Statute, regulation, IRS guidance, effective date, and source link
- Inputs
- Field names, definitions, provenance, dependencies, and valid ranges
- Logic
- Order of operations, thresholds, phaseouts, rounding, and precedence
- Edge cases
- Boundary values, missing inputs, unusual combinations, and overrides
- Expected outputs
- Authoritative examples and known scenarios with reproducible results
- Regression coverage
- Cases that must remain correct when the product or law changes
Why I may be a strong fit
Tax judgment meets software delivery discipline.
Pre-production testing of California sales-and-use tax products using structured test data; validated tax-rate math, calculation logic, statutory compliance, and edge cases.
Built a workflow-integrated tax calculator that contributed to a 60% reduction in processing errors and 30% reduction in assessment-processing time.
Participated in 50+ requirements and design walkthroughs, documented workflows, and investigated complex production issues across tax-processing systems.
Passed all three parts of the IRS Special Enrollment Examination; Enrolled Agent enrollment is pending.
The conversation I'd welcome