AI – assisted tax research for CPAs, EAs and Attorneys

Tax Navigator

Tax Navigator turns a tax question into a structured research path and verification checklist. Educational research support only—verify primary authority before relying on results.,

Launch Tax Navigator
Example prompts

  • Prompt 1: For tax year [YYYY] and [entity type], analyze [issue]. Provide rule, key exceptions, and a verification checklist.

  • Prompt 2: Based on these facts [paste], identify which forms are triggered and list the data needed.

  • Prompt 3: Create a research roadmap for [issue]: primary authority starting points + what facts would change the conclusion.