Bizora Tax Research

What you can ask

• Research a federal tax question and provide cited primary authority.Copy

  Example path research · Tax memo builder skill

• Assess the authority level and disclosure requirements for a tax position.
• Compare the tax consequences of multiple planning scenarios.

MCP connector

Server URL

https://mcp.api-bizora.ai/mcpCopy

Login

OAuth

Tools

Skills

9 in the ChatGPT listing

• Authority level assessmentTake a tax position and grade the authority supporting it against the confidence standards that drive penalty exposure and disclosure, laying supporting and contrary authority out side by side and weighting each source rather than counting citations.
• Client data requestBuild a client specific document request list and questionnaire from the prior year return or the client's actual facts, instead of sending everyone the same generic organizer.
• Entity structure analysisCompare entity structures for a business owner with the numbers modeled side by side, including self employment and payroll tax, the qualified business income interaction, state entity level taxes and passthrough entity elections, owner benefits, compliance cost, conversion cost, and exit consequences.
• Form 1040 reviewReview a prepared Form 1040 against the preparer's supporting workpapers and produce a reviewer level exception report plus a printable review dashboard.
• Irs notice responseDecode an IRS notice, work out what the Service is actually asserting and what right expires when, tie every proposed change back to the filed return, recompute the proposed tax, and draft a complete response package with authority attached.
• K1 tieoutTrace every passthrough K1 into the individual return code by code, confirm each amount landed on the right form, run the basis, at risk and passive limitation gates in order, and produce the basis questions the preparer should be asking the client.
• Multiyear return comparisonCompare a taxpayer's returns across two or more years, flag every material movement, and determine whether each movement is explained by the file, by a rule change, or by nothing at all.
• Tax memo builderTurn a tax question into a finished, cited memo in the firm's own format.
• Tax scenario comparisonShow a client their current tax position against one or more planning strategies, quantified, in a single client facing comparison they can actually read.