Context
This was a client project for an accounting firm that wanted to make tax strategy advice more interactive and easier to explain. Instead of static guidance, the application lets a user explore how different RRSP and TFSA choices affect their situation.
My role
I handled the full-stack implementation, from the recommendation logic to the user-facing flow.
What I built
- A recommendation algorithm that accounts for income and deductibles
- An interactive input flow for collecting financial information
- Result views with tables and visual summaries so users could compare options
- Backend services and data storage to support the application in production
Product angle
The interesting part of this project was translating accounting logic into something users could understand and trust. It was not enough for the calculations to be correct. The interface also had to explain the recommendation clearly.
Stack
The application used Next.js and React on the frontend, with a Node.js / Express backend and PostgreSQL / Supabase for persistence and hosting support.
Engineering decisions
I treated the recommendation logic and the user experience as one problem. If users could not understand why the tool reached a conclusion, the product would feel untrustworthy even if the calculations were correct.