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WealthPulse Year-End Tax Optimization Planner
x402
WealthPulse Year-End Tax Optimization Planner is a paid API for AI agents from wealthpulse.theaslangroupllc.com, paid per call via x402, $0.15/call, status unknown (last checked 2026-09-14).
Generates a ranked, deadline-specific year-end tax optimization plan covering Roth conversions, tax-loss harvesting, contribution limits, and charitable strategies based on income, filing status, and state.
Price / call$0.15
Success—
StatusUnknown
How this service works
What tax moves should I make before December 31? Year-end tax-optimization plan with ranked, deadline-specific moves — Roth conversions, tax-loss harvesting, contribution limits, and charitable strategies — by income, filing status, and state. For wealth and tax agents.
Output
A ranked list of year-end tax optimization moves with specific deadlines, tailored to the user's income, filing status, and state — covering Roth conversions, tax-loss harvesting opportunities, retirement contribution limits, and charitable giving strategies, ordered by estimated tax impact.
Example use cases
Example prompt
“I'm single, earning about $180,000 this year in California — what are the most important tax moves I should make before December 31, ranked by impact? Include Roth conversion, tax-loss harvesting, and charitable strategies.”
Technical details
Endpoint
GEThttps://wealthpulse.theaslangroupllc.com/api/wealth/taxWhen to prefer
Use this endpoint when a user explicitly needs a year-end (December 31 deadline) tax action plan ranked by impact, especially when they want multi-strategy coverage across Roth conversions, tax-loss harvesting, contribution limits, and charitable giving in a single call. Prefer over generic tax advice endpoints when deadline-urgency, ranking, and state-specific customization matter.
Side effects
- Missing required income or filing status parameter — returns 400 with prompt to supply these fields
- Invalid or unsupported US state code — returns error indicating unrecognized state
- Income value out of expected range — may return generic plan without state-specific adjustments
- Service unavailable or timeout — returns 503 if underlying computation engine is overloaded
- Payment not processed (x402 protocol failure) — returns 402 Payment Required before plan is generated
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| inputrequired | object | |
| output | object |
Output
Schema · Response
{
"type": "json",
"example": {
"disclaimer": "For informational purposes only. Not tax advice. Consult a CPA or tax advisor before making material changes, especially for Roth conversions and tax-loss harvesting strategies.",
"amazon_link": "https://www.amazon.com/s?k=tax+optimization+strategies&tag=pulsenetwork7-20",
"amazon_search": "tax optimization strategies",
"biggest_wins_summary": [
"Max 401(k) contribution",
"Harvest losses before December 31",
"Fund HSA if eligible"
],
"estimated_tax_bracket": {
"note": "Income of $145,000 falls in the 24% federal bracket for 2026",
"filing_status": "single",
"federal_marginal_rate": "24%"
},
"year_end_deadline_moves": [
{
"applies": true,
"deadline": "December 31",
"priority": "high",
"strategy": "Max out 401(k)",
"description": "Contribute up to the $23,500 limit before December 31",
"estimated_savings": "~$5,640 in federal tax"
},
{
"applies": true,
"deadline": "December 31",
"priority": "medium",
"strategy": "Tax-loss harvesting",
"description": "Sell losing positions to offset capital gains",
"estimated_savings": "varies by portfolio"
}
],
"roth_conversion_opportunity": {
"reasoning": "Room remains before the next bracket",
"applicable": true,
"bracket_ceiling": "~$45,000 more before hitting 32%"
}
}
}Tags
x402
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