See the conclusion first
Begin with a practical answer, material conditions, and uncertainties—then inspect the full reasoning.
CiteMax · For tax professionals
Tax research deserves more than an answer.
When a client's tax question matters, professional judgment deserves research grounded in relevant authority, practical application, counterarguments and a comprehensive workpaper that can be reviewed and retained.
Explore the founding practitioner pilot ↗60-day complimentary pilot · Limited selection · Application required
A better starting point
From uncertainty to informed professional judgment.
CiteMax helps tax practitioners research complex questions, evaluate applicable authorities and competing interpretations, and document their analysis. It is a research aid—not a substitute for independent professional review.
Challenge the conclusion
Examine governing law, effective dates, jurisdiction, exceptions, missing facts and counterarguments.
Preserve the work
Keep the structured analysis, practical implications, developments to monitor, and source appendix.
Professional judgment stays with you
Authority-driven research. Defensible documentation.
The current pilot focuses research on approved official-source domains. References and automated controls support professional review; they do not certify legal accuracy or completeness. Practitioners should inspect governing sources before relying on conclusions.
Why we're building this
Built with a practitioner's perspective.
Throughout my career in tax practice, I've seen how often experienced professionals turn to forums and colleagues when an issue demands research. Those conversations can be useful, but a client's tax position deserves more than an unsupported opinion.
Our goal with CiteMax is to make rigorous, practical, authority-supported research more accessible—while keeping professional judgment where it belongs: with the practitioner.
Owen Arnoff, EA · FounderFounding practitioner program
Help shape the next generation of tax research.
We're inviting a limited group of practicing tax professionals to apply for 60 days of complimentary access. Selected participants will test real research workflows using de-identified facts and help guide improvements.
Learn about the pilot ↗