Tax Research Features

On-Demand Tax Professionals

We provide on-demand 24/7 access to CPAs, Enrolled Agents & Tax Attorneys that have on average over 20 years of experience on complex tax and accounting matters.

Authoritative References

All of our responses reference authoritative sources such as the Internal Revenue Code, Tax Court Cases, the Regulations and secondary sources such as private letter rulings and IRS Publications.

Curated Knowledge Base

Search our vast database of thousands of curated client tax and accounting questions and answers. All of our answers reference authoritative sources and are highly categorized.

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We provide a comprehensive weekly newsletter to all of our clients featuring relevant tax questions and answers as well as industry articles.
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Tax & Accounting Alerts

We provide email updates through our newsletter and blog detailing important tax legislation changes.

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Plans and Pricing

Ask technical tax and accounting questions to our team of CPAs, Enrolled Agents and Tax Attorneys that will do the research for you and respond with thorough answers that reference authoritative sources (IRC, Regs & Tax Court Cases). We can help support your practice with one of the plans detailed below.


Starter

Solo practicioners
$199/month
  • Free 1 hour trial
  • Up to 2 hours per month of tax research
  • 4 bonus hours if billed annually
  • Internal Revenue Code & Reg References
  • Application to Tax Court Cases
  • Access to Client Portal
  • 24/7 Email Responses
  • Knowledge Base Access
  • Weekly Tax Newsletter
  • Starter Plan – Marketing
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Pro

Small Firm
$1250/month
  • Free 1 hour trial
  • Up to 10 hours per month of research
  • 7 bonus hours if billed annually
  • Internal Revenue Code & Reg References
  • Application to Tax Court Cases
  • Access to Client Portal
  • 24/7 Email Responses
  • Knowledge Base Access
  • Weekly Tax Newsletter
  • Starter Plan – Marketing
Sign Up

Supreme

Small to Mid-Size Firms
$5000/month
  • Free 1 hour trial
  • Up to 40 hours per month of research
  • 20 bonus hours if billed annually
  • Internal Revenue Code & Reg References
  • Application to Tax Court Cases
  • Access to Client Portal
  • 24/7 Email Responses
  • Knowledge Base Access
  • Weekly Tax Newsletter
  • Starter Plan – Marketing
Sign Up

Do you have a large firm or need custom pricing?

Please contact us with specific details regarding your firm size, specific needs, and we will try to tailor a plan to best fit your needs.

What Our Customers Are Saying

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“All the answers were backed up by the Code, Regs, Rulings, Procedures, Cases, etc. Oh and there is something else…these guys are very fast. Usually they have an answer the same day..and they even work weekends & nights.” Steve Giles CPA

Managing Partner, Giles and Associates CPA

“I was SO PLEASED with your promptness and thoroughness. This is a perfect fit for my financial advisory practice as I often have technical tax questions from clients. This is Great Service, THANK YOU FOR GOING THE EXTRA MILE!” Eric Simonds CFP

Business Owner, Saltwater Harbor Financial LLC