Return prep, position memos, research, and client correspondence, all drafted against the firm's own prior work and the firm's own voice.
Return prep that pulls from intake documents without re-keying. The system reads W-2s, 1099s, K-1s, brokerage statements, and the prior-year return, posts to the firm's tax software, and routes only the items that need a preparer's judgment back to the preparer. The rest moves through.
Position memos drafted against the IRC, the regulations, and the firm's prior memos on the same issue. The partner is reading a first draft that already cites the way the firm has cited before, in the structure the firm uses, with the firm's prior view of the relevant authorities attached.
Research that returns the regulation, the case, and the cite, in the format the firm uses internally. Client correspondence drafted from the partner's own letters, not a generic model default. Everything runs against a database of the firm's own prior work, so the system gets sharper every time the firm uses it.
A boutique advisory firm needed pre-acquisition tax and financial diligence on small private targets without staffing up.