How we empowered small business owners to prepare for tax season—automatically.

TLDR

I co-developed the Plaid domain for ComplYant’s tax estimate feature, crafting a vendor-agnostic integration layer with clear service boundaries, fluent APIs and event-driven flows. Working in tandem with the Hurdlr team, we delivered a seamless user experience that turned live transaction data into automated tax estimates.

In Depth

The Challenge

Build a system to turn real-time bank data into live tax estimates. Small business users needed proactive guidance to save and file on time.

The Task

Ingest and interpret Plaid bank transaction data, translate it for Hurdlr, and return usable estimates—all through a composable, testable system.

My Contribution

Built Plaid OAuth & service API, defined schema maps, introduced Saloon, authored DTOs, wired webhook-driven events, and wrote comprehensive unit tests.

Result

We launched tax estimates and were building Schedule C support when the company shut down. The Plaid domain remains a clean, reusable architecture for future integrations.