One intelligent platform for the full tax engagement—from real-time research and multi-year planning to quantitative modeling, return review, and tax resolution. Federal and SALT coverage with citeable authority behind every answer.
See It In Action
Can Meridian defer gain on the Denver warehouse sale using a QI if we won't identify replacement property for 60 days?
Under Section 1031, Meridian can use a QI — but the 45-day identification window is a hard deadline.
At 60 days, the exchange would be disqualified under IRC §1031(a)(3) 1 and Treas. Reg. §1.1031(k)-1(b) 2.
One Platform · Every Stage
TaxFigure's Tax Intelligence engine works the way practitioners do—flowing seamlessly across every stage of the engagement. Purpose-trained on tax code, regulations, rulings, and caselaw, not just general language.
Citeable answers, instantly
Multi-year strategy
What-if, quantified
Return review, automated
IRS defense & resolution
The Engagement Lifecycle
Move from initial research to final resolution without leaving the platform—or losing context. Every answer, model, and review is anchored to the same citeable authority.
Supporting Infrastructure
The Tax Intelligence engine is supported by two pieces of infrastructure built specifically for tax workloads: a document parser that turns client paperwork into structured data, and a data privacy vault that keeps PII out of LLMs.
Built to read the way a tax preparer does. TaxScan combines computer vision with vision-language models to parse W-2s, 1099s, K-1s, brokerage statements, and prior-year returns into clean, LLM-ready data—self-correcting on the edge cases that break traditional OCR.
An API-first data privacy vault that isolates, protects, and governs sensitive client information using a zero-trust architecture. PII is detected and tokenized before it ever reaches a model—giving you runtime data control across research, planning, and review workflows.
Encrypted at rest, in transit, and in memory. Polymorphic encryption and zero-knowledge architecture mean attackers only ever find data that's useless without your keys.
AI-Powered Research
Federal and SALT income tax authority — IRC, Treasury Regs, rulings, and all 50 states + DC + 1,000+ local jurisdictions.
Post-Wayfair compliance, multi-state nexus, and exemption rules — the full sales and use tax landscape.
Employment tax compliance across federal and state — withholding, reporting, and worker classification.
Caselaw Authority
Instant access to tax court decisions, appellate rulings, and penalty abatement precedents. Build stronger positions with citeable authority.
"Find penalty abatement precedents for first-time late filing when taxpayer had reasonable cause due to reliance on accountant"
Specialty Coverage
Built for Practitioners
Generic AI tools answer questions. TaxFigure works the way a tax practitioner actually thinks—citing authority, carrying context, and standing up to defense.
No hallucinated citations. No vague references. Every TaxFigure response is anchored to verifiable IRC sections, regs, rulings, and caselaw—ready to drop into a client memo or audit response.
Research findings flow into planning. Models flow into review. Reviews flow into audit defense. One thread, end to end.
Every answer, model, and review is timestamped and anchored to its source authority. When the IRS asks “how did you get there?”—you can show them.
Built For
Quick research during client calls. Validate positions before filing. Spend more time advising, less time searching.
Find penalty abatement precedents instantly. OIC criteria at your fingertips. Professional-grade caselaw access.
Junior staff become research-independent. Scale advisory services without adding headcount.
All 50 states in one place. Municipal tax coverage competitors miss. Post-Wayfair nexus analysis.
Tax-specific caselaw depth beyond Westlaw. Controversy research. Opinion letter authority.
Quick answers before calling outside counsel. In-house expertise on demand for the questions that come up every day.
Speed to Answers
When you can answer complex tax questions in minutes instead of hours, you stop being reactive and start driving growth — for your clients and your practice.
Answer client questions on the call — not after hours of research. Faster answers mean faster decisions and faster closes.
When research takes minutes, you can pursue advisory opportunities you used to pass on. More planning engagements, more value delivered.
Every answer is backed by primary authority. Advise clients with certainty, defend positions without second-guessing, and build trust that compounds.
That's not just time saved — it's the difference between turning down a planning engagement and taking it on.
Common Questions
Grounded in how the platform actually works — see the docs for the full detail.
TaxFigure is an AI-powered tax intelligence platform for tax professionals. It answers research questions with inline citations to primary authority, reads uploaded tax documents, and supports planning, modeling, return review, and resolution across the full engagement.
Solo CPAs, boutique firms, CAS and client-advisory practices, enrolled agents, SALT specialists, tax attorneys, and in-house corporate tax teams — each with a dedicated workflow, and every client managed as its own entity workspace.
Answers lead with a bottom-line summary and carry inline citations plus a sources panel. Each citation links to the primary source — IRC, Treasury Regulations, rulings, caselaw, and state authority — so every answer can be independently verified.
Federal IRC, all 50 states, and 1,000+ municipal codes — income, sales and use, and payroll tax — plus Tax Court decisions and IRS administrative guidance.
PDF, Word, Excel, CSV, and image files up to 10 MB each — W-2s, 1099s, K-1s, prior-year returns, receipts, and IRS notices. Files are OCR-processed, classified, and auto-categorized, then feed chat answers, insights, and document checklists.
Insights turns an entity's documents into structured findings — an A–F health grade, a coverage matrix of what's present versus missing, and suggested next steps. Deduction Hunter surfaces deduction opportunities scored by confidence and dollar value.
Yes. Client PII is detected and tokenized before it reaches a model, and every client lives in an isolated entity workspace with per-entity team access controls.
Accounts are launching soon. Request a demo at taxfigure.com/demo for a 30-minute walkthrough and early access — bring a real question or document and see the cited answer live.
Answers current as of 2026-06-18.
Join tax professionals who get answers in minutes, not hours. Built by practitioners who've been in your shoes.