Writes memos for any tax matter
Tax plans, strategy memos, position documentation, audit defense, question answers. The agent writes whatever needs writing for your tax situation. Every claim cited to IRC, IRS publications, and case law.
Built into every memo the agent writes
Any tax matter, documented
Plans, positions, analyses, answers. If it needs writing, the agent writes the memo.
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Sourced to real tax law
IRC sections, IRS publications, court cases, state regs. Every claim cites real law.
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Ready to share or defend
Polished enough to send to anyone who needs it. Documented enough to defend if the IRS asks.
Drafts memos for any tax matter
A full tax plan for your business. A memo on whether you qualify for R&D credits. Documentation defending your audit position. Implementation summaries for the strategies you ran. The agent writes whatever needs writing, drawing from your prior returns and the relevant tax law.
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Grounds memos in your specifics
Upload your prior returns, financial statements, and call transcripts. The agent reads everything, understands the context across your files, and references the right details when writing your memo. So the analysis isn't generic. It's specific to your numbers and your situation.
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Cites every claim to real tax law
Every memo is built on real tax law. Instead references IRS publications, IRC code, tax court cases, state regulations, and federal court rulings. Over 1,500 authoritative sources that keep your analysis accurate and defensible.
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Flows into every other workflow
A tax plan memo flows into the strategies you implement. A position memo flows into your audit defense. A question memo flows into your tax plan. Every memo the agent writes connects to the workflows that make it actionable, without re-typing or re-uploading anything.
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Memos for every tax need
From comprehensive tax plans to one-line answers.
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