Bizora Inc.

About Bizora Inc.

Bizora Inc. is an AI-powered SaaS platform built through a unique collaboration between tax professionals and AI engineers, designed to fundamentally transform how CPA and tax advisory firms operate. It serves as a synergistic partner for teams tackling the most complex areas of tax, including M&A, reorganizations, and cross-border transactions. At its core, Bizora automates the intensive processes of tax research, transaction structuring, and compliance documentation. By leveraging a proprietary database trained on federal and state tax laws, IRS guidance, and real-world deal data, the platform generates reliable, step-by-step plans, accurate tax cost models, and audit-ready documentation. Teams can upload transaction documents and input deal details to receive real-time, source-backed analysis, turning what was once a manual, time-consuming research burden into a streamlined, cooperative workflow. This allows firms to scale their high-value advisory services confidently, reduce errors, and stay current with evolving regulations, all while fostering a more efficient and aligned team environment focused on strategic client service.

Features of Bizora Inc.

Precision Tax Intelligence Engine

Bizora's core AI engine is built for high-stakes research, delivering citation-backed answers in seconds. It pulls directly from primary sources like the IRC, Treasury Regulations, IRS rulings, and case law, avoiding summaries of summaries. This provides teams with professional-grade research memos and defensible positions for complex federal, state, and SALT questions, creating a reliable foundation for collaborative analysis and decision-making.

State & Local Tax (SALT) Specialization

Unlike generic AI tools, Bizora has specialized expertise in State and Local Tax complexities built directly into its platform. It covers all 50 states with up-to-date guidance on critical areas like nexus, apportionment, and state-specific rules. This ensures your team can approach multi-jurisdictional issues with confidence, backed by precise, localized intelligence that generic tools often miss.

Automated Document Parsing & Analysis

Bizora fosters team efficiency by automating the tedious first pass of document review. Team members can drag and drop files like Word documents, PDFs, and Excel spreadsheets, and the AI will automatically extract relevant tax provisions, financial data, and compliance requirements. This accelerates the initial analysis phase for large M&A deals and allows the team to focus their collective expertise on higher-level strategy and review.

Step-by-Step Transaction Playbooks

For complex transactions, Bizora generates organized, process-driven playbooks. These structured workflows include compliance checklists, regulatory requirements, and strategic insights tailored to deals like M&A or reorganizations. This feature ensures nothing is missed and keeps the entire advisory team aligned throughout every stage of the transaction, from initial research to final execution and documentation.

Use Cases of Bizora Inc.

Complex M&A Transaction Support

Tax teams can use Bizora to rapidly analyze the tax implications of a potential merger or acquisition. By inputting deal details and uploading relevant documents, the team receives a comprehensive analysis of structuring options, tax cost projections, and compliance requirements, enabling a more collaborative and informed strategy session with clients and legal partners.

Defensive Research for Gray-Area Positions

When a client's situation falls into a tax gray area, partners and managers can leverage Bizora to build a defensible research memo. The platform's ability to show its reasoning path and cite primary sources allows the team to efficiently collaborate on crafting a well-supported position for an opinion letter or in preparation for a potential audit.

High-Volume SALT Compliance Review

For businesses operating in multiple states, managing nexus and apportionment is a constant challenge. Bizora empowers compliance teams to quickly research state-specific rules across numerous jurisdictions, ensuring accurate filings and identifying potential savings opportunities through a centralized, cooperative research process.

Cross-Border Transaction Structuring

International tax teams can utilize Bizora's global reach to analyze the interplay of U.S. federal tax rules with foreign jurisdiction requirements. This supports collaborative planning for cross-border M&A, transfer pricing analysis, and structuring international holdings, all from one integrated platform that keeps the team on the same page.

Frequently Asked Questions

How does Bizora ensure the accuracy of its tax research?

Bizora is built specifically for accuracy in high-stakes scenarios. It bypasses general web data and draws answers directly from its proprietary database of primary sources, including the Internal Revenue Code, Treasury Regulations, IRS rulings, and case law. Every answer is provided with precise citations, allowing your team to verify and defend the conclusions collaboratively.

Can Bizora handle State and Local Tax (SALT) questions?

Yes, SALT expertise is a core strength of Bizora. It is specifically engineered to address the complexities of all 50 states, providing up-to-date analysis on nexus standards, apportionment formulas, credits, incentives, and state-specific regulations. This specialized focus ensures your team has a reliable partner for multi-state tax issues.

Is my firm's data secure on the Bizora platform?

Security is a fundamental priority. Bizora is built as a secure, enterprise-grade SaaS platform. It employs robust encryption, access controls, and compliance protocols to protect all uploaded documents and client data, ensuring your team can collaborate and conduct research with complete confidence.

How does Bizora integrate into my firm's existing workflow?

Bizora is designed as an integrated platform to augment your team's existing expertise. It fits seamlessly into research, transaction advisory, and compliance workflows by providing instant analysis, generating draft documentation, and creating structured checklists. This enhances your team's productivity without requiring a complete overhaul of your current processes.