Why TaxBasis Exists

Tax work is rarely difficult because the information doesn't exist.

The difficulty is interpreting the law, applying it to the facts, connecting the assumptions, calculations and commercial context, and being able to explain how they all support the answer.

Today, that reasoning is spread across legislation and databases, Word documents, Excel models, PowerPoint structures, emails and prior files. The work gets done, but the process is fragmented, repetitive and difficult to trace.

That fragmentation creates risk.

AI makes this both more important and more solvable. Generative AI can find information and produce an answer remarkably quickly, but speed is not enough for professional tax work. An answer still needs to be grounded in the facts, supported by authority, mathematically sound and capable of being reviewed and challenged.

TaxBasis is an AI-native platform for professional tax work.

We're building a system that connects the pieces of tax reasoning that are currently separated:

Facts → Authorities → Analysis → Calculations → Conclusion

The goal is not to replace professional judgment. It is to give tax professionals a better way to apply it — reducing the repetitive work around research, document analysis, modelling and calculations while making the reasoning behind the answer easier to understand and review.

I started TaxBasis after spending years working on complex tax problems across international tax, M&A, transaction structuring and institutional investment.

I saw firsthand how much of the work depends on judgment and how much time is still spent moving information between disconnected tools and rebuilding work that already exists in another form.

When AI began making it possible to rethink that workflow, I wanted to understand what a tax platform built around the technology from the ground up could look like.

So I started building it.

Along the way, I have had to learn far beyond tax: product design, AI workflows, databases, application architecture and the practical process of turning a professional workflow into software.

TaxBasis is the result of bringing those two worlds together: deep tax expertise and a willingness to rethink how the work gets done.

We're building for a future where AI doesn't make professional tax judgment less important.

It makes that judgment more powerful.