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SEC FilingsSEC EDGAR filings & financial data
AI Tools for Tax Examiners
AI tools that help tax examiners research tax code provisions, look up company financials, verify business registrations, and compile case documentation efficiently.
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Works in Chat, Cowork and Code
CategoryRateThreshold
Top Income Tax Rate37%Above $609,350 (single)
Long-Term Capital Gains20%Above $518,900 (single)
Self-Employment Tax15.3%Up to $168,600 SE income
SE Tax — Medicare Only2.9%Above $168,600 (no cap)
2024 IRS inflation-adjusted figures
Tax code and regulation research
Look up current federal tax rates, deduction limits, depreciation schedules, and IRS guidance for specific issues. Get accurate references for examinations without manual code searches.
What is the current Section 179 expensing limit and bonus depreciation percentage for tax year 2024? Include phase-down schedule.
For 2024: Section 179 limit is $1,220,000 (phase-out begins at $3,050,000 in asset purchases). Bonus depreciation is 60% for qualified property placed in service in 2024, down from 80% in 2023. Scheduled to continue decreasing 20% per year through 2026.
ToolRouter get_tax_info
ProvisionAmount / rateKey detail
Section 179 Expensing Limit$1,220,000Phase-out begins at $3,050,000 in total purchases
Bonus Depreciation60%For qualified property placed in service in 2024
Bonus — 202540%Scheduled phase-down continues at 20%/year
Bonus — 202620%Final year before full phase-out under current law
TCJA phase-down schedule · Congress may extend
Business entity verification
Confirm a company's legal registration, officers, registered agent, and filing history across state and federal registries. Identify discrepancies between reported information and official records.
Verify the registration details for Apex Solutions LLC — look up their registered state, incorporation date, registered agent, and current status.
Found Apex Solutions LLC: incorporated in Delaware (2018), registered agent CT Corporation System, status Active. Also found a dormant Maryland entity under the same name incorporated 2015 — possible predecessor or related entity worth examining.
ToolRouter lookup_company
FieldValueStatus
State of IncorporationDelaware · 2018Active
Registered AgentCT Corporation SystemCurrent
Entity StatusActive — in good standingPass
Related Entity FlagDormant Maryland entity same name (2015)Flag
Possible predecessor or related entity in Maryland — examine relationship
Public company financial review
Pull SEC annual reports (10-K), quarterly filings (10-Q), and proxy statements for publicly traded entities under examination. Cross-reference reported taxable income against financial statement figures.
Pull the last 3 years of 10-K filings for ticker ACME. Show net income, effective tax rate, and deferred tax asset/liability figures.
Retrieved 10-K filings for ACME Corp (2021–2023): Net income grew from $42M to $87M. Effective tax rate dropped from 24% to 14% in 2023 — driven by a $12M deferred tax asset recognition. Deferred tax liability increased to $28M, primarily accelerated depreciation.
ToolRouter search_filings
YearNet incomeEffective tax rate
2021$42M24%
2022$68M19%
2023$87M14%
2023 effective rate drop: $12M DTA recognition · accelerated depreciation drove liability increase
Regulatory guidance and case law research
Research tax court decisions, Revenue Rulings, and IRS Chief Counsel memos relevant to examination issues. Find precedents that support or complicate proposed adjustments.
Research tax court precedents on the deductibility of home office expenses for S-corp shareholder-employees. What's the current IRS position and how have courts ruled?
Found 4 relevant Tax Court cases: Vitale v. Commissioner (2020) — unreimbursed employee expenses no longer deductible post-TCJA for W-2 employees; S-corp reimbursement plan (accountable plan) is the compliant path. IRS CCA 201504010 confirms: S-corp shareholders must use accountable plans; direct deductions on Schedule A disallowed post-2017.
ToolRouter research
Vitale v. Commissioner (2020)
Post-TCJA: unreimbursed employee expenses no longer deductible for W-2 employees
IRS CCA 201504010
S-corp shareholders must use accountable plans — direct Schedule A deductions disallowed post-2017
Compliant Path
S-corp reimbursement under an accountable plan is the only deductible route
Examination Implication
Unreimbursed office expenses on S-corp shareholder Schedule A after 2017 — disallow and assess
Compliance screening and sanctions checks
Screen individuals and businesses under examination against sanctions lists, politically exposed person databases, and financial fraud watchlists to flag additional risk factors.
Screen John R. Smith, DOB 1965, and his company Global Ventures Inc against OFAC sanctions lists and any financial crime watchlists.
No matches found for John R. Smith in OFAC SDN, EU consolidated list, or UN sanctions list. Global Ventures Inc: no sanctions matches, but found 1 SEC regulatory action — SEC Litigation Release No. 24801 (2020) for registration violations. Flagged for case file.
ToolRouter screen_entity
John R. Smith — OFAC SDN
No match
John R. Smith — EU Consolidated List
No match
John R. Smith — UN Sanctions
No match
Global Ventures Inc — Sanctions
No match
Global Ventures Inc — SEC Action
SEC Litigation Release No. 24801 (2020) — registration violation — flagged for case file
Financial market data for valuations
Pull market data for stock-based compensation, capital gains calculations, and business valuations. Get historical prices, dividend records, and market cap data to verify taxpayer-reported figures.
Get the closing stock price and market cap of Microsoft on December 31, 2022 and December 31, 2023 for capital gains verification.
Microsoft (MSFT): Dec 31, 2022 — closing price $239.82, market cap $1.786T. Dec 31, 2023 — closing price $374.51, market cap $2.786T. Full-year gain: 56.2% appreciation. Adjusted for dividends paid: 3 dividends totaling $2.76/share in 2023.
ToolRouter get_quote
DateClosing priceMarket cap
Dec 31, 2022$239.82$1.786T
Dec 31, 2023$374.51$2.786T
Dividends paid 2023: 3 payments totaling $2.76/share · adjusted figures available
Ready-to-use prompts
Tax rate lookup
What are the 2024 federal income tax brackets for married filing jointly? Include the standard deduction amount and AMT exemption.
Company verification
Look up Horizon Capital Partners LLC — find their state of incorporation, registered agent, officers, and current standing.
SEC filing review
Pull the most recent 10-K for Apple Inc (AAPL). Show net income, income tax provision, effective tax rate, and any unrecognized tax benefit disclosures.
Crypto tax guidance
Research current IRS guidance on crypto tax treatment — including hard forks, staking rewards, NFT sales, and wash sale rule applicability.
Historical stock price
Get the daily closing price of Tesla (TSLA) for every trading day in Q4 2023 for capital gains verification.
Compliance screen
Screen Robert Garcia and his company Pacific Trading Ltd against OFAC sanctions, PEP databases, and any SEC or FINRA enforcement records.
Enforcement news
Find recent news about IRS enforcement actions and tax fraud prosecutions in the cryptocurrency and offshore account space.
Tax court precedents
Research tax court and circuit court decisions on transfer pricing adjustments between related parties under IRC Section 482 from 2020 to present.
Tools to power your best work
Deep ResearchAI research reports with citations
Stock MarketQuotes, history & analyst insights
Tax ReferenceUS tax brackets, rates & limits
Company LookupCompany data for UK, US & EU
Compliance ScreeningAML, sanctions, PEP & due diligence investigations
Legal ResearchCase law, statutes, regulations & legislation worldwide
NewsSearch and track news worldwide
165+ tools.
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Everything tax examiners need from AI, connected to the assistant you already use. No extra apps, no switching tabs.
Business examination pre-work
Before opening an examination, compile all public record data on the entity — registration, financials, and compliance flags.
Capital gains verification
Verify reported capital gains and losses by pulling historical market data and cross-referencing with taxpayer-reported figures.
Issue development and legal support
Develop the legal basis for a proposed adjustment with supporting code, rulings, and case precedents.
Frequently Asked Questions
How current is the tax reference data?
Tax Reference pulls from current IRS publications, the Internal Revenue Code, and Treasury regulations. Rate tables and limits are updated annually. The tool clearly labels the tax year for each data point, so you can verify you have the correct year for an examination period.
Can I look up both domestic and foreign companies?
Yes. Company Lookup covers US entities (Delaware, Wyoming, and most state registries) as well as UK Companies House and EU registries. For foreign entities not in covered registries, it returns whatever public record data is available and notes any gaps.
Are SEC filings available for private companies?
No. SEC EDGAR filings are only available for SEC-registered companies (typically public companies and those with SEC-registered securities). For private companies, you can use company registration databases and any public court or regulatory filings.
Can these tools help with international transfer pricing examinations?
Yes. Deep Research can compile OECD transfer pricing guidelines, relevant IRC Section 482 regulations, and court decisions on specific transfer pricing issues. It can also summarize how treaty countries handle comparable transactions, which is useful for cross-border examinations.
How do I verify cryptocurrency transaction amounts for examination purposes?
Stock Market covers major cryptocurrency pairs with historical pricing. For specific dates and transaction verification, you can pull closing prices for Bitcoin, Ethereum, and hundreds of other tokens. For very small or obscure tokens, you may need to supplement with blockchain explorer data.
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Works in Chat, Cowork and Code