Ask any tax question. Get cited answers.
Instead searches IRC, Treasury Regulations, court cases, IRS publications, and Revenue Rulings, then delivers an answer with expandable source citations. Complex queries in ~51 seconds.
Not a chatbot. A research tool with real sources.
Every answer cites specific code sections, regulations, and cases. Click any citation to expand the full source text. Verify the reasoning yourself. No hallucinated authorities. No vague summaries.
Ask in plain English. Get a sourced answer.
Type your question the way you’d ask a colleague. The agent searches across primary and secondary tax authorities, identifies the most relevant sources, synthesizes an answer, and delivers it with expandable citations. Every statement maps to a source. Complex, multi-issue queries resolve in under a minute.
Primary and secondary authorities. All searchable.
The same sources you’d use. Faster.
Internal Revenue Code
Complete IRC searchable by section. The agent cites specific subsections, paragraphs, and clauses relevant to your question.
Treasury regulations
Final, temporary, and proposed regulations. Cross-referenced with the underlying IRC sections for full context.
Court cases
Tax Court, District Court, Claims Court, and appellate decisions. The agent identifies cases on point and explains their holdings.
IRS publications
Publications 17, 334, 463, 505, 535, 946, and more. Plain-language IRS guidance cited when relevant to the question.
Revenue rulings & procedures
Published IRS rulings and procedures that establish precedent. The agent identifies applicable rulings for your specific fact pattern.
IRS notices & announcements
Official IRS notices, announcements, and guidance updates. Cited when they clarify or supplement existing code and regulations.
Private letter rulings
IRS PLRs that illustrate how the Service applies the law to specific fact patterns similar to your client’s situation.
Audit technique guides
IRS ATG guides for specific industries and issues. Used by IRS examiners, now used by your agent to anticipate audit positions.
Congressional reports
Committee reports and legislative history that clarify congressional intent behind tax code provisions and amendments.
Plus CCA memos, FSAs, Chief Counsel notices, and other IRS technical guidance.
Research grounded in your client’s data.
At the entity level, the agent doesn’t just search tax law. It cross-references your client’s actual documents. Ask “Does my client qualify for the home office deduction?” and the agent checks their Schedule C income, square footage data, and exclusive-use requirements against IRC §280A. Real analysis, not generic answers.
Questions the agent handles every day.
Real questions from CPAs and tax professionals. The agent researches each one against primary authorities and returns a cited answer.
“My client’s horse breeding activity lost money 6 of the last 7 years. Is this a hobby under §183 or can we still deduct the losses?”
“What’s the reasonable compensation standard for a single-owner S corp with $800K net income in a professional services industry?”
“Can a partner deduct partnership losses in excess of their basis if they have qualified nonrecourse financing under §752?”
“What are the accumulated earnings tax thresholds for a C corp with $3M in retained earnings and no documented business need?”
“Does a complex trust’s capital gain get taxed at the trust level or can it be distributed to beneficiaries under the 65-day rule?”
“My client owns an S corp and a rental partnership. Can we offset the S corp income with passive losses from the 1065 under the grouping rules?”
Run research across clients via Grids.
Use the Client Grid or Entity Grid to run research prompts across your entire practice. “Which clients have QBI deduction exposure?” The agent researches each client’s specific situation and returns structured answers, not a generic overview, but a per-client analysis grounded in their data.
Research for every entity type.
Instead learns your entities, ownership, and filing history. E-file and print for TY25 and TY26. 140+ governments.
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