No tax desk to staff
The tax expertise you didn't hire for
Most CAS teams don't carry deep tax knowledge on the bench. TaxFigure puts a sourced answer in every team member's hands — not just the partner who's been doing it for twenty years.
Your clients don't separate their accounting questions from their tax questions — and neither should you. TaxFigure gives CAS firms instant, sourced answers across CFO advisory, controller work, payroll, and sales tax — right inside the workflow you already run.
CAS firms are built around the numbers — but the most important client decisions are tax decisions. Buy the building, hire in a new state, time a big purchase: the answer isn't purely accounting. It's tax. TaxFigure closes that gap.
Most CAS teams don't carry deep tax knowledge on the bench. TaxFigure puts a sourced answer in every team member's hands — not just the partner who's been doing it for twenty years.
The gray-area tax question used to mean an hour of digging — or a day. Now it's a sourced answer in seconds, with current law, IRS guidance, and state authority already assembled.
Send a tax question to an outside specialist and the client waits days — and the moment to advise passes. Answer it in the conversation, and stay the advisor they rely on.
TaxFigure answers tax questions — precisely, with sources — so your team can advise on the full picture without slowing down or bringing in outside help. From the document on the desk to the question on the call.
Drop in a return, notice, schedule, or assessment and get the key figures, the flags, and the implications in plain language — before you advise.
Buy vs. lease, a new-state expansion, a major purchase — the depreciation, §179, and entity factors that decide the move, while you're still in the room.
How new-equipment depreciation flows into the quarterly estimates and cash flow, what a method change does to taxable income — less back-and-forth, a faster close.
Add headcount in a new state and know the obligations before the first paycheck — FUTA/SUTA wage bases, supplemental withholding, and cross-state rules, kept current.
Does the client have nexus here? Yes or no, with the threshold that triggered it — answered on the spot instead of sent to the preparer.
Tax documents are dense, technical, and slow to interpret — even for experienced professionals. TaxFigure reads them for you, breaking down the key figures, flagging what needs attention, and explaining the implications in plain language.
See it read a documentUnderstand a client's tax position, carryforwards, and planning opportunities before the CFO advisory meeting.
Get a clear explanation of what the IRS is asking for, why, and the recommended response.
See exactly how it flows into estimated tax payments and cash-flow planning — no decoding required.
Know whether the figures are correct, what triggered it, and what the client's options are.
Taking on an inherited client? Surface gaps, missed deductions, and positions worth revisiting before you sign on.
Your team asks the way they'd ask a colleague, drops in the documents they're already working from, and gets answers backed by current tax law — not a paragraph they still have to validate.
Backed by current tax law, IRS guidance, and state-level authority. Share answers with clients confidently, or use them to inform advice — without spending hours validating sources.
Clients across states means a different set of tax questions every day. Economic nexus thresholds across all 50 states, always current.
Drop in any tax document and ask what it means, what it affects, and what to do with it — figures already identified.
More clients, more states, more complexity — without hiring a tax specialist for every question that comes up.
Serving clients across industries and states means facing a different set of tax questions every day. TaxFigure handles the breadth and depth so your team always has a reliable answer.
The question CAS clients ask most. Nexus by state with the threshold that triggered it, rates by product and jurisdiction, and which items are exempt — plus the documentation required.
Multi-state is the hard part — rates shift, thresholds move, new states get added. Federal and state rates, FUTA/SUTA wage bases, supplemental and fringe-benefit treatment, and new-hire reporting, all kept current.
Federal IRC, every state, and 1,000+ municipal codes — depreciation, §179, entity structure, and the levers behind every advisory call.
Tax Court decisions, IRS guidance, and the specialty areas that surface across a CAS book — sourced to primary authority.
Purpose-built components sit beneath the intelligence engine — so the client documents your team uploads, and the data inside them, are handled the way an accounting firm expects.
Vision models read returns, IRS notices, depreciation schedules, state assessments, and prior-year filings into clean, structured data — so the interpretation is done before your team starts advising.
Detects, tokenizes, and governs client PII before it ever reaches a model — the per-client isolation your firm's confidentiality obligations demand.
For accounting practices tired of the artificial wall between accounting and tax — and ready to be the one advisor their clients actually rely on for complete answers.
High-value advisory needs tax-informed answers — including reading the client's own documents on the spot.
Make the firm's tax expertise available to every member of the CAS team — not just the twenty-year partners.
Clients across industries and states bring new tax questions daily. TaxFigure handles the breadth and depth.
Compete on the quality of your tax-informed advice, not just price — with the depth to go toe-to-toe with anyone.
"We uploaded their last return, asked TaxFigure to walk through the implications, and had a full answer in under ten minutes. That's the kind of advisor we want to be." — Fractional CFO, multi-state CAS practice
What client-advisory practices ask before closing the gap between accounting and tax.
Yes — ask whether a client has nexus in any state and the answer comes back with the threshold that triggered it, current rates by product and jurisdiction, and what's exempt, cited to the state authority. All 50 states, kept current.
Prior-year returns, IRS notices, depreciation schedules, and state assessments — uploaded as PDF, Word, Excel, CSV, or images up to 10 MB. Files are OCR-processed and the key figures, flags, and implications come back in plain language before you advise.
Every answer includes inline citations and a sources panel linked to primary authority — current tax law, IRS guidance, and state-level sources — so your team can share answers with clients confidently instead of spending hours validating.
Federal and state payroll rates, FUTA/SUTA wage bases, supplemental withholding, fringe-benefit treatment, and new-hire reporting requirements are kept current — so adding headcount in a new state starts with the obligations, not a research project.
Yes — each client is an entity workspace (individual, LLC, S-corp, partnership, or trust) shared with teammates at configurable access levels, with documents, insights, and conversation history in one place.
Insights grades each client's document coverage A–F with a what's-missing checklist, and Deduction Hunter scores deduction opportunities by confidence and dollar value — advisory leads, generated from the documents you already have.
Answers current as of 2026-06-18.
Book a 30-minute discovery call. We'll show you exactly how TaxFigure works inside a CAS firm like yours — real questions, real documents, real answers. No pitch deck.