You know this routine
Research eats your evenings
One practitioner, one pipeline. Questions that should take minutes end up claimed by nights and weekends because the work has to happen somewhere.
Enterprise tools price you out
Premium AI research platforms often run $1,000 or more per season. The math does not work for a single-practitioner shop billing hourly or fixed-fee per return.
Clients ask in real time
Mid-meeting questions demand an answer now, not "I will email you tonight." Phone-ready citations change what is possible in a live conversation.
The tax code keeps moving
OBBBA, new Rev. Procs, shifting state conformity. Staying current is its own job, and one you do not bill for.
Here is what changes
Answers in under 10 seconds
Cut a 30-minute citation hunt to a one-line query. IRC section, Treas. Reg., IRS Pub, Tax Court opinion, returned with the chunk it came from.
$79 per month, not $1,000-plus per season
The Solo Practitioner tier is priced for single-practitioner economics. 200 queries per month covers the way most solo research patterns actually look.
Ready on your phone mid-meeting
Ask from the conference room, get IRC and Treas. Reg. citations before the client finishes their follow-up question. No app install.
Coverage stays current
IRS, Treasury, Tax Court, CCA, PLR, AOD, plus all 50 states and DC. The corpus is refreshed continuously so you do not have to track guidance releases.
Who this is built for
Practitioner sketches based on the target reader, not customer quotes.
Rural solo CPA, general practice
Section 199A QBI questions used to pull 30-45 minutes of Pub 535 and Treas. Reg. 1.199A-5 reading per client. Now the answer arrives with the citations attached, and the reading is verification, not discovery.
Part-time practitioner returning to full-time
Uses Tax Orator as a current-year refresher. Reads the summary, follows citations back to source, then drafts. Gets back up to speed on new guidance without a CPE binge.
Mid-career generalist with a mixed book
Federal work in the morning, multi-state work in the afternoon. One subscription covers both. No flipping between tools, no per-state surcharge.
Solo practitioner with a representation mix
Mornings on 1040 prep, afternoons on penalty abatement or offers in compromise. Pulls Rev. Proc. and CCA citations from the same subscription that covers QBI planning. No flipping between tools.
FAQ