April 2025 – PolicyEngine/policyengine-us: Targeted correctness and maintainability improvements for New Mexico tax logic. Key features delivered: standardization of NM income tax calculation across filing statuses; corrected threshold handling and bracket inclusivity; fixed typographical errors in NM parameters (commits e16ff7bdfc75cc7f031c5fccbd26a62e8bd23511 and 01ecedb80fffc3bd8bed476e39b536f600b87214). Major bugs fixed: refined NM net capital gains deduction cap application by removing right=True (commit 08bff49cb159185425ecaed60a425f673d46cef5); cap halving for separate filers preserved. Overall impact: increased accuracy of NM tax outputs, reduced risk of incorrect calculations, improved maintainability and testability. Technologies/skills demonstrated: Python engineering, refactoring, parameter handling, and disciplined commit-driven development.

March 2025 monthly summary for PolicyEngine/policyengine-us focused on updating state tax parameters for Virginia and New Mexico, delivering data-driven configuration updates to improve tax calculation accuracy and compliance for the 2024–2025 cycles. Key results include corrections to one-time rebate handling, additions of 2025 Virginia parameter fields with legal references, and comprehensive 2023–2024 New Mexico data updates (including child tax credit amounts, uprating, inflation adjustments) along with corresponding changelog and configuration entries. These changes enhance data integrity, reduce calculation errors, and position the product for smooth adoption of the 2025 tax cycle.

February 2025: Delivered key features and policy data updates across two PolicyEngine repos, strengthening tax calculation accuracy and user-facing information. Implemented John Wong’s staff entry in the PolicyEngine app, and completed substantial Virginia tax policy data updates for 2025, including parameter references, thresholds, exemptions, deductions, and related links. Clarified the Virginia tax rebate description with a dedicated metadata link. These changes improve calculation fidelity, compliance readiness, and user visibility while enhancing data-driven maintainability across the platform.