Conviction

Tax Advisory Autopilot

An autonomous agent that prepares returns, runs multi-jurisdiction compliance, and drafts the judgment-heavy work — every position cited to the Internal Revenue Code.

Rules-deterministic preparation, expert judgment preserved

The agent handles federal corporate, partnership, S-corp, and individual returns with full autonomy — including multi-state apportionment, sales and use filings, estimated tax calculations, and quarterly payroll returns.

Higher-judgment work — ASC 740 provisions, transfer pricing documentation, R&D credit studies, foreign reporting, and IRS notice responses — is drafted with code citations and reconciliations for partner review. Replacing the Big 4 tax compliance layer, line by line, against the IRC and Treasury Regulations.

Federal 1120 / 1065 Prep
Running
State Apportionment
Running
Sales & Use Filings
Running
Estimated Tax Calcs
Running
ASC 740 Provision
Awaiting Review
Transfer Pricing Memo
Awaiting Review

Performance

US tax services market
$50B+
Returns auto-prepared
70%
Faster turnaround
8×
Citations to IRC + Treasury Regs
100%

Capabilities

The Big 4 tax practice, replaced by code citations

Tax preparation is rules-deterministic work that should be automatable end to end. The agent applies the IRC, Treasury Regs, and state codes the same way a senior tax practitioner does — and writes the working papers to prove it.

1

IRC + Treasury Regs applied directly

Every entry, deduction, and election traces to a specific code section. The agent reads the IRC the same way a tax practitioner does — and cites it.

2

Multi-state apportionment built in

Single-sales-factor vs. three-factor, market-based sourcing, P.L. 86-272 protections — the agent runs the apportionment without a separate state engine.

3

Audit-ready workpapers by default

Every return ships with linked workpapers, M-1/M-3 reconciliations, and prior-year carryforward continuity that survive an examination without scrambling.

Outcomes

What we deliver

Every line below is an outcome the platform handles end-to-end. Continuous, recurring, project-shaped, or per-event — with the pricing model already mapped.

Continuous

2

  • Sales & use tax filings (Avalara/TaxJar)

    Subscription

  • Stock comp tax (ISO/NSO/RSU)

    Subscription

Recurring

11

  • Annual tax workpapers (federal + state)

    Per-cycle

  • Quarterly estimate calculations

    Per-cycle

  • R&D credit study + workpapers

    Fixed

  • Transfer pricing documentation

    Fixed

  • K-1 production

    Per-K-1

  • 1099 / 1042 preparation

    Per-form

  • State apportionment workpapers

    Fixed

  • International tax (GILTI, FDII, BEAT, Subpart F)

    Fixed

  • ASC 740 tax provision

    Per-cycle

  • Property tax filings prep

    Per-property

  • Excise tax filings prep

    Per-cycle

Project

2

  • Sales & use tax registration prep

    Per-state

  • Multi-state nexus study

    Fixed + subscription

Per-event

5

  • M&A tax structuring scenarios

    Per-event

  • QSBS § 1202 qualification analysis

    Per-event

  • IRS notice response draft

    Per-event

  • Audit defense documentation

    Per-event

  • Event-triggered planning (fundraise, M&A)

    Per-event

Replace the Big 4 tax line, not just augment it.

Deploy the Tax Advisory Autopilot and ship returns at agentic-firm cost structure with code-level traceability.

Book a demo