TaxGPT
AI tax research copilot you deploy into accounting firms for implementation fees
What TaxGPT is
TaxGPT is an AI copilot for tax professionals: research across federal, state, and Canadian tax law, client document analysis, drafting of memos and IRS-notice responses, and an autonomous return-review agent. If you serve accountants or tax firms, it's a credible vertical AI you can implement and train teams on for a fee.
Key features
- AI tax research with cited answers across federal, state, and Canadian law
- Secure document upload and analysis of returns and financial statements
- Drafts client emails, memos, opinion letters, and IRS notice responses
- Matrix tool runs one query across multiple states at once
- Agent Andrew: autonomous AI review of tax returns
- Client profiles with context-aware memory across threads
💰 Sell it as a service
The offer
Sell an 'AI enablement for tax firms' package: evaluate the firm's research and review workflow, deploy TaxGPT, build prompt playbooks for common engagement types, and train staff during the off-season.
What to charge
$2,500–$5,000 implementation per firm plus $1,000–$2,000/mo through tax season for support and workflow optimization. Anchor against one staff accountant hour saved per return at billable rates.
How it gets delivered
One workflow audit, a pilot with 2–3 preparers, then firm-wide rollout with an SOP doc and recorded training. You don't need a CPA license to implement the tooling — partner with the firm's reviewer for quality checks.
This is one offer. AI Operator Academy is where operators build the full stack — packaging, pricing, fulfillment, and a peer group selling the same services. $999/yr.
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