CiteMax™
Professional Tax Research + Workpapers

A tax question deserves a research workpaper you can defend.

Get the direct answer first. Then examine governing authority, real-world application, counterarguments, factual uncertainties and citations in a workpaper you can review and keep.

For EAs, CPAs, tax attorneys and experienced practitioners — not individual taxpayers.

CiteMax™ · Professional Research Workpaper
Illustrative format
Which tax authorities govern this treatment, and what factual uncertainties could change the result?
Direct Answer
Legal Analysis and Citations

✓ Exceptions   ✓ Supporting authority   ✓ Workpaper

Beyond the answer

Start with the facts. Inspect the authority. Test the conclusion. Keep the workpaper.

Start with a conclusion, investigate the underlying law, consider limitations and document the analysis.

01 · Conclusion
Direct Answer First

Find a concise answer with relevant conditions and uncertainties made visible.

02 · Authority
Evaluate the Legal Basis

Review statutes, regulations, guidance, exceptions and contrary positions.

03 · Documentation
Maintain a Workpaper

Preserve the reasoning and citations for independent practitioner review.

Research integrity

Verify authority, don't merely accept citations.

CiteMax produces AI-assisted research drafts, not certified legal conclusions. Independent verification of sources, tax years, jurisdiction, and client facts remains essential.

View the current research platform ↗
Federal and state tax research
Factual uncertainties and material exceptions
Counterarguments and legal support
Structured workpapers and citations

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