Bizora Tax Research

authority-level-assessment

Take 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. Separates taxpayer exposure from preparer exposure and shows what changes with disclosure. Use this skill whenever a user asks how strong a position is, what confidence level the authority supports, whether a position needs disclosure, whether a penalty applies, whether there is substantial authority or a reasonable basis for something, whether a position is defensible, or says something like "can we take this position" or "how exposed are we on this." Use it even when the request is casual. Requires the Bizora MCP for tax research.

client-data-request

Build 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. Separates documents the client has to go find from questions only the client can answer, branches on the client's situation, marks what blocks filing, and produces both a client facing request and an internal tracking checklist. Use this skill whenever a user wants an organizer, a document request, a client checklist, an information request, a prep list, an onboarding request for a new client, or says something like "what do we need from this client" or "send them a list." Use it even when the request is casual. Requires the Bizora MCP for substantiation research.

entity-structure-analysis

Compare 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. Models reasonable compensation across a range rather than picking a number. Use this skill whenever a user asks whether a client should be an S corporation, whether to elect S status, LLC versus S corp versus C corp, whether an entity election still makes sense, what a structure change would save, reasonable compensation for an owner, or says something like "should they convert" or "run the entity comparison." Use it even when the request is casual. Requires the Bizora MCP for tax research.

form-1040-review

Review a prepared Form 1040 against the preparer's supporting workpapers and produce a reviewer level exception report plus a printable review dashboard. Use this skill whenever a user uploads a Form 1040 PDF, a tax return, or a tax workpaper workbook, or asks to review a return, tie out a return, check a 1040 before signature, run a second review, do a preparer review, or find errors in a prepared return. Use it even if the request sounds casual, such as "look this return over" or "does this tie." Requires the Bizora MCP for tax research.

irs-notice-response

Decode 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. Covers CP2000 and the automated underreporter series, math error notices, balance due and collection notices, examination and 30 day letters, statutory notices of deficiency, and penalty notices. Use this skill whenever a user uploads an IRS or state tax notice, or asks what a notice means, how to respond to a CP2000, whether to agree or disagree with a proposed change, how to contest a penalty, or how long they have to respond. Use it even if the request is casual, such as "client got this letter, what do we do." Requires the Bizora MCP for tax research.

k1-tieout

Trace 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. Covers Schedule K1 from Form 1065, Form 1120S, and Form 1041. Use this skill whenever a user uploads one or more K1s, or asks to tie out a K1, trace K1s into a 1040, check whether a K1 was picked up correctly, review basis or at risk on a partnership or S corporation interest, check whether a loss is allowable, or work out why a K1 does not agree to the return. Use it even if the request is casual, such as "did we pick up this K1 right." Requires the Bizora MCP for tax research.

multiyear-return-comparison

Compare 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. Works on any return type including Form 1040, 1120, 1120S, 1065, 1041, 990, and state returns. Use this skill whenever a user uploads returns for more than one year, or asks for a year over year comparison, a two year or three year comparison, a variance analysis on a return, a check on whether carryforwards tie, a review of a new client's prior returns, or wants to know what changed between years and why. Use it even if the request is casual, such as "does this year make sense" or "compare these to last year." Requires the Bizora MCP for tax research.

tax-memo-builder

Turn a tax question into a finished, cited memo in the firm's own format. Handles memos to the file supporting a return position, memos to a client explaining what to do, and memos to another professional. Establishes the facts, frames the issues, researches the governing and contrary authority, states a confidence level, and drafts the document ready for review. Use this skill whenever a user asks for a tax memo, a research memo, a technical memo, a position paper, a workpaper memo, an advice letter, a written answer to a client tax question, or says something like "write this up," "document this position," or "I need this in a memo." Use it even when the request is casual. Requires the Bizora MCP for tax research.

tax-scenario-comparison

Show a client their current tax position against one or more planning strategies, quantified, in a single client facing comparison they can actually read. Produces a tabbed artifact with a baseline and one tab per strategy, each with its own tax total, the difference against the baseline, a plain language takeaway, and citations. Use this skill whenever a user wants to show a client what a strategy would save, asks for a before and after, a scenario comparison, a planning illustration, a what if, or a toggle, or names a specific strategy and asks what it would do for a client. Use it even when the request is casual. Requires the Bizora MCP for tax research.