AI Tax Research Assistant for CPAs – Automate Your Tax Research and Stay Compliant
Complex tax questions deserve thorough research — but not hours of it. CPA Pilot researches IRS codes, regulations, and guidance in minutes, returning structured notes with citations so you can advise clients with confidence.
Federal & state coverage · Structured output with citations · Supports CPA judgment
From tax question to structured research notes
CPA Pilot handles the lookup and organization — you handle the judgment and client advice.
Ask a Federal or State Tax Question
Ask anything: 'What are the rules for deducting a home office for a remote employee?' or 'Does California conform to federal bonus depreciation?' — in plain language, just like you'd ask a knowledgeable colleague.
AI Researches IRS Rules, Codes, and Guidance
CPA Pilot pulls from the IRC, Treasury Regulations, IRS Publications, Revenue Rulings, PLRs, and state-level guidance to build a comprehensive answer — cross-referencing multiple sources for accuracy.
Get Structured Research Notes with Citations
Receive organized research notes with the applicable code sections, regulation references, and relevant IRS guidance cited — structured so you can review the sources, document your position, and advise the client with confidence.
Research that supports your judgment — not replaces it
Research in Minutes, Not Hours
A thorough tax research memo typically requires 2-4 hours of reading, cross-referencing, and writing. CPA Pilot compresses that process into minutes — handling the lookup and organization so you can focus on applying your professional judgment to the specific client situation.
Federal and State Coverage
Multi-jurisdictional clients are common. CPA Pilot covers all 50 states plus D.C. — including conformity questions, state-specific adjustments, nexus rules, and state-level guidance that often doesn't make it into popular research databases.
Structured Output with Citations
Citeable research output matters for documentation and defensibility. Every CPA Pilot research note includes the applicable IRC section, Treasury Regulation, and relevant IRS publication or ruling — formatted so you can cite it in a client memo or document your file position.
Supports CPA Judgment — Doesn't Replace It
CPA Pilot is a research accelerator, not an oracle. The output gives you organized starting points, relevant authorities, and a structured framework — so your professional judgment and client knowledge can be applied to the right information, faster.
Where CPAs use AI research most
Complex Client Situations
When a client has an unusual transaction — like a SPAC merger, carried interest arrangement, or foreign income — the research required goes deep fast. CPA Pilot quickly surfaces the relevant authorities so you spend your time on analysis, not retrieval.
State Nexus Questions
Economic nexus thresholds, physical presence rules, remote employee nexus, and apportionment methodologies vary enormously by state. CPA Pilot provides state-by-state nexus research so you can advise multi-state businesses with confidence.
IRS Notice Research
When a client receives an IRS notice, you need to understand the specific regulatory basis for the IRS's position before you can respond effectively. CPA Pilot researches the applicable rules and helps you identify the strongest response arguments.
Multi-Jurisdictional Issues
Clients who live in one state, work in another, and own property in a third create multi-jurisdictional research challenges. CPA Pilot handles the cross-state research and surfaces the conflicts and tie-breaker rules you need to navigate them.
A sample research memo output
Put research into action
Tax Plan Generator
Apply your research findings to create a comprehensive client planning document.
AI Email Assistant
Draft a client-facing explanation of your research findings in plain language.
Tax Projections
Model the tax impact of strategies identified during your research.
Research any tax question in minutes
Get structured, citable research output for federal and state tax questions — so you can advise clients with confidence.
Start Your Tax Research