Do the work only a tax practitioner can do. Hand off the rest.

Too much of your week is consumed by work that doesn't need your judgment.

Client intake questionnaires, sourcing citations for research memos, extracting figures from bank statements and K-1s, drafting routine correspondence — real work, just not your work.

But you don't have to do it alone.

You are the tax expert.
AI is your tireless staff accountant.

Tireless, encyclopedic, and fast — but it doesn't know your clients, your judgment calls, or when to escalate. You guide it with your expertise.

Direct it. Review it. Sign off.

• Assign the first pass. Document extraction, code section research, organizing client records, drafting routine client letters — the work that needs elbow grease, not tax expertise.
• Review, don't draft. Let AI produce the first version of the research memo, the organizer follow-up, the extension letter. You apply judgment, make adjustments, sign off. Your time stays where it belongs.
• Build institutional knowledge. Teach AI your firm's engagement letter language, recurring client situations, and state-specific quirks. It becomes your second brain, not just another tool.

For tax practitioners whose time is the bottleneck.

Solo practitioners

You can't clone yourself. Client work, correspondence, and research all land on your desk.

Small tax firms

Too small to hire another CPA, too busy to keep up with extensions and organizers.

Specialty tax consultants

R&D credits, cost seg, international — deep work buried under intake and documentation.

In-house tax teams

Quarterly estimates, provision support, and compliance work stacking up while you're in meetings.

Busy season doesn't have to mean 70-hour weeks.

How we work with you.

Workshops

We teach your team the method.

One-on-one coaching

We take you from curious to confident. Personal guidance applied to your practice.

Custom workflow design

Built around how you already work.

Team

Chris Parles — Builds and teaches. Background in software, product, and operations.

Justin Feldstein — Builds and teaches. Background in software, product, and operations.

Tell us what's eating your week.

Three short steps. We reply within one business day.

Email: [email protected]