Partnertax.ai — AI-Powered Partnership Tax Research

AI-Powered Partnership Tax Research — with citations & controls

PartnerTax.ai helps tax teams and finance professionals research partnership tax questions faster. Get cited answers, guardrailed reasoning, and practical workflows for partnerships.

Ask AI Explore capabilities Join beta
Tax research Partnership compliance Fund & operating partnerships Workpapers & exports

PartnerTax.ai provides informational research output and workflow tools — not tax, legal, or investment advice.

Capabilities

Cited Research Answers

Ask partnership tax questions and get structured answers with citations, assumptions, and a clear audit trail.

Guardrails + Deterministic Checks

AI reasoning supported by rules-based validation for key computations and common partnership tax edge cases.

Issue Spotting & Risk Flags

Scan scenarios for hot-button topics (e.g., 704(b) vs 704(c), allocations, withholding, ECI/UBTI, PFIC/QEF).

Workpapers & Exports

Generate memos, checklists, filing calendars, and reusable workpaper templates to speed up review cycles.

Document-In, Answer-Out

Upload relevant excerpts (or structured inputs) to summarize, compare positions, and draft client-ready research notes.

Use-Case Libraries

Prebuilt prompts and playbooks for common partnership tax situations — real estate, operating and investment partnerships.

Use cases

Fund & PE Partnerships

Research allocations, carried interest topics, investor-level considerations, and year-end close questions.

Operating Partnerships

Handle partner admissions/exits, special allocations, guaranteed payments, withholding, and multi-state issues.

Digital Assets

Support partnership tax research for crypto activities, exchanges, basis workflows, and reporting readiness.

How it works

1) Provide context

Start with a question, scenario, or upload key facts. Keep sensitive data minimal when possible.

2) Ask & validate

PartnerTax.ai drafts a cited answer while rules-based checks validate key logic and flag uncertainties.

3) Export & document

Create a clean memo, checklist, or workpaper export for your file — and iterate with your reviewer.

Security posture: encryption in transit • access controls • audit-friendly outputs Controls: citations • assumptions • rule checks Privacy: design for minimal data retention (configure per deployment)

About

PartnerTax.ai is built by finance professionals focused on practical partnership tax research. Our goal is simple: faster answers, clearer documentation, and fewer errors — without sacrificing controls.

Contact

Questions, partnerships, or beta access?

Email: info@partnertax.ai