Answer it cold
The hard question, cited and ready
When a client walks in with a CP504, a worker-classification gray area, or a tricky §469 question, the answer needs to hold up — and you need it before they leave the office.
One platform for the full engagement — citeable research, planning, modeling, return review, and IRS resolution. Built for enrolled agents: the practitioners federally licensed to represent any taxpayer, before any IRS office.
Your enrollment grants what few credentials do — unlimited rights to represent any taxpayer before the IRS. But the research behind every position still eats the day. TaxFigure gives that time back, with authority attached.
When a client walks in with a CP504, a worker-classification gray area, or a tricky §469 question, the answer needs to hold up — and you need it before they leave the office.
Each answer is anchored to primary authority — IRC, Treasury Regs, the IRM, rulings, and case law — so your Circular 230 due diligence is documented before the IRS ever asks.
Bring the depth of a national firm's research desk to a solo practice — and take the complex engagements your competitors refer out.
Move across the entire engagement without leaving the platform — or losing context. Every answer, model, and review is anchored to the same citeable authority.
Federal, state & municipal authority in seconds — defensible the day the IRS opens the file.
Entity selection, retirement sequencing, and the year-ahead moves that earn the next engagement.
Roth conversions, §199A optimization, basis & waterfalls — quantified before you commit a client.
Missed deductions, position validation, multi-state nexus — caught before you sign, not after the notice.
Penalty abatement, reasonable cause, OIC & CDP — where your unlimited representation rights earn their keep.
Notices, audits, and collections are where your enrollment earns its keep. TaxFigure brings the authority to the fight — the precedent, the standards, and the statutory deadlines, in one place.
See a resolution walkthroughFirst-time abatement eligibility and reasonable-cause authority, with the IRM provisions and case law to back every request.
Position validation, substantiation standards, and the burden-of-proof rules for every issue on the examination.
OIC qualification criteria, reasonable collection potential, and the forms that move the file forward.
Collection Due Process strategy, appeals positioning, and the deadlines that protect your client's rights.
Other tools give you a paragraph. TaxFigure gives you a paragraph with its sources attached — and the trail to prove it.
Quote the IRC section straight into the response. Drop the Tax Court memo verbatim into the protest. Nothing between you and the authority — and nothing to defend at exam.
Ask in plain English the way you'd ask the most seasoned EA in the office — no boolean syntax, no query training, no relearning a tool every six months.
Your federal credential crosses state lines — your research should too. Every state side by side in one query, no extra subscriptions.
Every answer timestamped and source-anchored — your Circular 230 due-diligence record, written as you work.
Pick up the file where the last conversation left it. Context carries from notice through resolution — the platform remembers your client.
Your enrollment isn't bound by state lines — and neither is your research. From the federal IRC down to the municipal line item.
Federal IRC, Treasury Regs, and rulings — plus every state and 1,000+ municipal codes. The depth your clients' K-1s expose.
Post-Wayfair nexus, marketplace rules, and exemption logic — the SALT exposure your small-business clients didn't know they had.
Employment tax, withholding, and worker classification — the gray areas that turn into notices fastest.
Tax Court decisions, appellate rulings, and penalty abatement precedent — plus the specialty areas where EA fees actually live.
Purpose-built components sit beneath the intelligence engine — so client documents and client data are handled the way a practitioner expects.
Vision models parse W-2s, 1099s, K-1s, brokerage statements, and prior-year returns into clean, structured data — ready to work with.
Detects, tokenizes, and governs client PII before it ever reaches a model — the per-client isolation your §7216 confidentiality obligations demand.
From a one-person shingle to a growing firm — the platform scales to the way enrolled agents actually work.
Be your own research department. Answer hard questions without referring the client out.
Move from notice to resolution faster, with precedent and IRM authority on every case.
Give every preparer a senior-level research desk — and keep the whole team's answers consistent.
Turn returned research hours into year-round planning engagements and recurring revenue.
Your enrollment is licensed for the work after the return ships. TaxFigure makes that work the easy part of the file.
What EAs ask before putting TaxFigure to work on research and representation.
Upload the notice and TaxFigure explains what the IRS is asking for, why, and what the recommended response is — with citations to the authority behind the answer, so the response you draft is anchored to primary sources.
Yes. Answers lead with a bottom-line summary and carry inline citations plus a sources panel — IRC, regulations, rulings, and IRS guidance — each linked to the primary source for independent verification.
Federal IRC, all 50 states, and 1,000+ municipal codes, plus Tax Court decisions and IRS guidance — so multi-state representation work doesn't require a second research subscription.
Yes — returns, W-2s, 1099s, K-1s, and IRS correspondence in PDF, Word, Excel, CSV, or image formats (up to 10 MB each). Files are OCR-processed and classified automatically, and the extracted data feeds the AI chat and insights.
Every client is an isolated entity workspace with its own documents, insights, and chat context. PII is tokenized before reaching a model, and team members are invited per entity with configurable access levels.
Yes — penalty abatement standards, reasonable-cause arguments, and audit-response research are first-class research tasks, answered with the citations you'd put in front of the Service.
Answers current as of 2026-06-18.
Bring a real notice, a real return, a real Circular 230 question. We'll cite the authority in minutes — and you'll see whether it would survive your next exam.