Tax Research · Primary Authority · Citation-Ready

AI Tax Research

Source-Backed. No Hallucinations.

AI-powered tax research notebook curated with NotebookLM. Every answer cites the section, ruling, and publication that backs it.

Primary Authority

Every answer traces to IRC, Treasury Regs, or official IRS guidance. No internet scouting.

Hands-On Research

Curated sources loaded and ready. Use ours or build your own.

Client-Ready Outputs

Generate memos, checklists, and study guides linked to the source that backs it.

No Hype, No Fear

Every query leaves you sharper, not anxious.

The System
Prompt Library

The system includes a ready-to-use prompt library covering common individual and business tax issue areas — home office, vehicle deductions, entity selection, passive activity rules, retirement contributions, cost basis, and more. Each prompt is written to surface the most relevant authority for that issue area, structured to return a citation-backed answer you can use with clients.

Who This Is For

You are a CPA, EA, or tax preparer who is tired of AI tools that give you confident answers with no backup. You do not need a general chatbot. You need a system built on the same primary sources you already cite — one that shows its work, every time, and produces outputs you can actually use with clients.

What Makes This Different

Source Foundation

A closed, curated library of primary authority — IRC, Regs, IRS guidance, commentary. Not a web search. Not an open internet crawl.

Intelligence Layer

Custom chat configurations that shape how the AI responds — reasoning like a tax professional, not a general assistant.

Leverage Layer

Pre-built research prompts for the issues you face every day. Stop starting from scratch every time a client asks a question.

Output Layer

NotebookLM Studio turns research into deliverables — memos, checklists, study guides — all source-linked.

Private Environment

Restricted, intentionally loaded sources. You know exactly what the notebook is working from because you put it there.

No Hype, No Fear

Skeptical of every claim, including our own. You verify through the source the answer cites. That is the entire point.

Every Notebook, Every Build
  • A curated authority library loaded and ready — no source hunting required
  • Pre-configured chat settings tuned for tax research, not general queries
  • A prompt library covering common individual and business issue areas
  • Citation-linked answers — every response shows exactly what backed it
  • NotebookLM Studio walkthroughs for client-facing outputs and documentation
How It Works
1

Already have a NotebookLM account?

You already have everything you need to run the system. Your purchase gives you the source library, configuration files, and prompt library to load directly into your existing notebook.

2

New to NotebookLM?

NotebookLM is free from Google. The walkthrough guide covers setup from scratch — account creation, notebook configuration, and source loading — step by step.

3

Start researching.

Open the notebook, select a prompt from the library, and ask your first question. Every answer is traceable to a source you loaded. One purchase unlocks the full system — notebook, sources, prompts, and walkthroughs.

Start Learning

One purchase unlocks the full system — the pre-built notebook, the complete source library, configuration files, prompt templates, and walkthrough videos. No subscription.

One-Time Purchase
$49 $69

Federal Tax Research Notebook

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