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Tax practice, explained

Practical writing on IRS guidance, AI in tax work, and professional standards — for practitioners and business tax teams.

September 9, 20263 min read

Introducing Entity Intelligence: Enter the Facts Once, Ask Forever

Every AI tool can answer a tax question. The problem is everything you have to type before the question — the entity type, the election history, what happened in Q1, every single chat, from scratch. Entity Intelligence gives each client entity its own workspace: attach the documents once, enter the standing facts once, and from then on every question can be one line, because the assistant already has the full context.

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September 9, 20264 min read

A Former IRS Commissioner Named the AI Risks for Tax Preparers. Here's How We're Reducing the Big Ones.

Writing in The Tax Adviser, former IRS Commissioner Danny Werfel lays out a risk framework for AI in tax preparation — fifteen risks, from hallucinated advice to over-trust to review processes quietly getting less rigorous. We read it closely, because Partnertax.ai was designed around the same risks he puts near the top. Here's how citation-first design answers each one — and why the honest answer is "verification made cheap," not "risk eliminated."

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September 3, 20262 min read

Partnertax.ai × Form IN USA: Cited Tax Answers From Formation Onward

The tax decisions that matter most start at formation — entity type, state of formation, elections and their deadlines — and they don't stop there. We're announcing a collaboration with Form IN USA, a U.S. tax and advisory firm specializing in LLC and corporation formations, tax compliance, and cross-border U.S.–India tax matters — and their expertise shapes how Partnertax.ai answers formation and cross-border questions.

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August 26, 20263 min read

No Explicit Guidance? That's What Web Search Mode Is For

However intricate a question is, if the answer exists in primary law the AI Tax Assistant will find it and cite it. But some questions have no explicit guidance at all — just a prevailing industry standard, a conservative counter-position, and practitioner thinking that's still forming. Web search mode sends those questions to the live web instead of our tax knowledge base, labels every answer as a web answer, and cites sources you can open and verify.

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August 22, 20263 min read

Introducing the State Tax Matrix: Compare State Tax Rules Side by Side

Multistate tax questions used to mean opening one state revenue department site after another and piecing the answers together by hand. The State Tax Matrix, now live in PartnertaxAI, puts the states you choose side by side in a single table — pick your entity type, states, and attributes, and every cell carries a citation so you can verify the answer at its source.

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July 28, 20263 min read

Using AI in Tax Practice: The IRS's Six Standards for Doing It Right

On June 24, 2026, the IRS Office of Professional Responsibility released introductory guidelines for using generative AI in federal tax practice. The guidance ties AI use to six Circular 230 duties — due diligence on AI-created content, competence, fair fees, firm procedures, verified written advice, and protecting taxpayer data. Read as a playbook, it comes down to six habits every practice can adopt today.

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