Guided Research workflow following a seven-step research method, ending in a memo
Accounting Tools · Tax Research
AskTomG.AI
Federal tax research assistant that documents each answer as a Circular 230 style memo
- Best for
- Solo EAs and small federal practices that need a defensible written record behind a filing position
- Starting price
- $70 / user/month ($700 per year if paid annually)
- SOC 2
- Unconfirmed
- Multi-factor auth
- Unconfirmed
- Ownership
- independent
The read
What AskTomG does
The distinguishing idea here is not the search, it is the paperwork. AskTomG runs a question through Tom Gorczynski's seven-step research method and produces a contemporaneous, timestamped memo written to sit in the file as evidence of due diligence under Circular 230, section 6662 and section 6694. Every source it surfaces is labelled as either substantial authority or not, which is the distinction that actually matters when a preparer penalty is on the table and which most general AI assistants blur. A second mode, Authority Finder, skips the memo and just points at the source when a quick check is all that is needed. The corpus is federal: Internal Revenue Code, Treasury regulations, IRS rulings and publications, Audit Technique Guides, roughly 69,000 Tax Court documents and 19,000 federal court opinions.
It suits a solo enrolled agent or a small representation-heavy practice, which is unsurprising given who built it. Thomas Gorczynski, EA and USTCP, and Joshua Youngblood, EA, run the company as TAG26 LLC, and the product reads like software written by two practitioners for their own workflow. At $70 a month, or $700 paid annually, a single 1040 that avoids a penalty argument pays for a year. Firms with multistate exposure are the wrong buyer today: state coverage is listed as planned, not shipped, so a New York residency question or a California conformity issue has to be researched somewhere else.
The obvious weaknesses are scale and independence. This is a small operation with no published SOC 2 report, no named enterprise security programme, and no integration with tax preparation or document management software, so memos come out as exports and get filed by hand. The vendor states that client data is kept away from public AI models and is not used for training, but that is a statement rather than an audited control. There is no free trial advertised, no team or firm-wide pricing tier, and no editorial commentary layer, so the platform tells the practitioner what the authority says without an editor's explanation of how the authority is usually applied.
Compared with Blue J, this is a tenth of the price and a fraction of the coverage, with no licensed secondary content such as Tax Notes, but a much sharper output document. Compared with Parker Tax Pro Library or TheTaxBook, both of which sell editorial explanation cheaply, AskTomG gives primary authority with penalty framing rather than a plain-language walkthrough, and many small firms will end up carrying one of each. Bizora undercuts it on price and adds state coverage, without the memo discipline.
One-to-watch is right and is kept. The methodology and the authority tagging are genuinely differentiated, and the founders are known quantities in the EA community. What is not yet there is state law, a security attestation, any integration, and the operational depth that would let a firm bet a busy season on a two-founder product.
Capabilities
What you get
Authority Finder for quick lookups when a full memo is not needed
Every source tagged as authority or non-authority for penalty analysis
Timestamped exportable memos framed against Circular 230, section 6662 and section 6694
Federal corpus including the Code, regulations, 69,000+ Tax Court documents, 19,000+ federal court opinions, rulings, publications and Audit Technique Guides
Pricing, security, integrations
What it costs and what it connects to
AskTomG starts at $70 per user/month ($700 per year if paid annually). Pricing is per user, per month.
We could not confirm a SOC 2 report for AskTomG from public sources. Ask the vendor directly before it touches client data — an absence here means unverified, not absent.
AskTomG does not integrate directly with a general ledger.
Our rating
Why we rate AskTomG a One to Watch
AskTomG is rated One to Watch, alongside 4 other of the 13 tax research tools in this directory.
Early or unproven at firm scale. Often genuinely interesting technology without the track record, support depth, or install base to bet a busy season on yet.
Alternatives
AskTomG alternatives
Blue J
Conversational tax research over a daily-updated primary source database with inline citations
Top Pick
Bizora
Low-cost AI tax and audit research with citations, priced per user per month
One to Watch
Parker Tax Pro Library
Federal-only tax research library with editorial analysis, priced under $600 a year
Strong Option
TheTaxBook
Fast-answer tax deskbook in print and online, federal plus all 50 states from $269 a year
Strong Option
TaxGPT
Cited AI tax research plus agents that operate a firm's existing prep software
One to Watch
Marble
AI tax research with a browsable full-text federal and state tax code library
Strong Option
Sources
Where these facts came from
Researched from public sources. Pricing and security claims change without notice, so check the vendor before you buy. Last reviewed September 8, 2026.
Retrieved 2026-09-08
Retrieved 2026-09-08
Retrieved 2026-09-08
Keep browsing
Other categories
Got the stack, still doing the work by hand?
Node8 builds the automation and AI layer that sits between the tools a firm already pays for: intake, document extraction, review workflows, and the handoffs nobody has time to chase.