Tax Law
Go from drowning in code sections to commanding your tax practice
AI-powered tax documents, right inside Word or Google Docs. Whether you're a solo tax attorney or a 50-person tax group, Junior gives you GPT, Claude, and Gemini, configured for legal, so you can build repeatable processes and scale what works.
Trusted by Solo Practitioners, Small Firms, and Enterprise Legal Teams
Tax practices face specific challenges
Years of tax expertise, including IRS audit defense strategies, tax planning frameworks, transfer pricing methodologies, M&A tax structuring guidelines, state and local tax compliance approaches, and tax controversy resolution protocols, lives in your head or your lead attorney's. That knowledge is valuable, and whether you're a solo or a growing firm, it's at risk of being lost.
Solo Practitioner
As a solo, you're redrafting your own work. Your tax planning instincts, IRS negotiation strategies, and code interpretation knowledge are valuable and entirely trapped in your head.
Small Firm (2–5)
Your senior attorney can't review every junior's tax memo or opinion letter. Knowledge stays siloed and clients notice when transaction structures lack the sophistication they expect.
Mid-Size Firm (6–25)
Inconsistency across your tax team. Junior in Office A doesn't know Partner C's approach to Section 368 reorganizations or multi-state nexus analysis strategy.
Large Firm (25+)
Knowledge scattered across multiple offices and practice subgroups. New team members don't know your firm's approach to cross-border tax structuring or coordinated federal-state controversy defense for complex audits.
No More New Tools. No Copy-Pasting.
No Tab-Switching.
ChatGPT writes a draft. Then what? JR3 picks up where generic AI and legal tools fall short by structuring, refining, and finalizing tax documents to your exact standards, right inside the tools you already use. Start in ChatGPT, Claude, or directly in your document. Junior picks up from there. Review, refine, and finalize without ever leaving Word or Google Docs.
How It Works
Three steps to scaling your expertise
01
Start with your templates
Upload your prior tax opinions, memoranda, and IRS ruling requests. JR3 pulls structure, formatting, and clause patterns from your documents so new drafts start from your baseline, not a blank page.
02
Draft with real-time guidance
JR3 suggests formatting and structural patterns from your prior work, highlighting where the current draft diverges from your usual organization so you can decide whether to adjust.
03
Let expertise scale to every team member
Whether you're accelerating your own drafting or scaling knowledge across a growing practice, everyone has access to proven approaches. Faster drafts. Fewer revisions. Better strategy applied consistently.
Every Document Task. One Platform.
From template to first draft to final delivery: Junior handles the full document lifecycle so you spend time on legal strategy, not document drafting.
AI-Powered Drafting
Describe what you need. JR3 generates a structured first draft for your review, pulling from your uploaded templates and prior work product.
Document Intelligence
Upload your existing tax documents. Junior uses your language, your analysis frameworks, and your standards, then generates new work that sounds like it came from your practice.
Automated Workflows
JR3 applies them as checklists during drafting, flagging sections that may need attention based on your firm's typical structure and formatting patterns.
Consistent Output
Enforce your style, tone, and legal standards across every tax document, regardless of who drafts it.
Document Completion
Upload partial, legacy, or incomplete documents. Identify missing sections and insert required legal language automatically.
Client Deliverables
Share finalized documents with clients and taxing authorities. Maintain institutional style and eliminate repetitive manual work.
Documents that draft themselves
10 core tax documents. 54 hours of current drafting time reduced to 15 hours. That's 39+ hours back per matter.
Document
Current
With JR3
Saved
Tax Opinion Letter (Federal)
8 hrs
2.5 hrs
5.5 hrs
IRS Audit Response / Protest Letter
6 hrs
1.75 hrs
4.25 hrs
Transfer Pricing Report
10 hrs
3 hrs
7 hrs
M&A Tax Structuring Memo
7 hrs
2 hrs
5 hrs
Private Letter Ruling Request
5 hrs
1.5 hrs
3.5 hrs
State & Local Tax Nexus Analysis
4.5 hrs
1.25 hrs
3.25 hrs
Tax-Exempt Organization Application (Form 1023 Narrative)
4 hrs
1 hr
3 hrs
International Tax Compliance Memo
3.5 hrs
1 hr
2.5 hrs
Tax Controversy Settlement Proposal
3.5 hrs
0.75 hrs
2.75 hrs
Tax Due Diligence Report
2.5 hrs
0.25 hrs
2.25 hrs
Total per matter
54 hrs
15 hrs
39 hrs
Configures to Your Documents. Aligns to Your Standards.
No two tax practices work the same way. JR3 adapts to your firm's documents, structuring conventions, and compliance preferences, not the other way around.
Real-World Scenarios
See JR3 in action
Complex Multi-Entity Restructuring for Tax Efficiency
A private equity client is restructuring a portfolio company with 14 domestic and international entities across five jurisdictions. The restructuring must achieve tax-free treatment under Sections 368 and 355, preserve $42 million in net operating loss carryforwards under Section 382, avoid triggering Subpart F income for the foreign subsidiaries, and comply with anti-inversion rules under Section 7874. The assigned senior associate has handled reorganizations before, but never one with this many moving parts, and your firm has structured over 80 similar transactions in the past five years.
Without JR3:
Associate spends three weeks analyzing each entity's tax attributes, manually cross-referencing Section 382 ownership change calculations with the proposed step-transaction sequence. Partner review reveals the draft memo missed a constructive ownership rule that would trigger a Section 382 ownership change at Step 4, inadvertently killing $18 million in NOL carryforwards. The international analysis failed to account for a check-the-box election that would generate immediate Subpart F income. Full rewrite of the structuring memo and opinion letter. 40+ hours consumed.
With JR3:
JR3 pulls your firm's prior multi-entity restructuring work, surfacing the structural frameworks and entity classification approaches from past engagements so the associate can reference proven patterns rather than starting from scratch.
20+ hours saved per restructuring. Cleaner transaction structure built on institutional knowledge with no hidden tax traps.
IRS Audit Defense with Transfer Pricing Challenges
Your manufacturing client is facing an IRS Large Business & International examination challenging $85 million in intercompany royalty payments to its Irish subsidiary over three tax years. The IRS agent has proposed a Section 482 adjustment using the comparable uncontrolled transaction method, rejecting the client's comparable profits method. The case involves complex intangible property valuation, cost sharing arrangement issues, and potential competent authority proceedings. Your firm has defended over 60 transfer pricing audits, but that institutional knowledge is scattered across four partners and hundreds of prior case files.
Without JR3:
Associates start from scratch building the economic analysis and legal arguments, manually searching for comparable transactions and prior IRS positions on similar royalty arrangements. Partner review reveals the protest letter failed to cite a favorable Technical Advice Memorandum your firm obtained in a nearly identical royalty dispute two years ago, missed a procedural argument about the IRS agent's failure to follow the Transfer Pricing Examination Process, and used a discount rate methodology that the IRS Appeals office rejected in your firm's last three cases. Three rounds of revisions. 50+ attorney hours across the engagement.
With JR3:
JR3 flags: 'Your firm's prior transfer pricing defense cases consistently used a dual-method approach presenting both CUT and CPM analyses to give Appeals flexibility. Your 2024 manufacturing royalty audit defense included a TAM citation on comparable intangible property that the IRS conceded was distinguishable from the agent's position. The discount rate in this draft matches a methodology Appeals rejected in your last three cases. Your firm shifted to a risk-adjusted WACC approach that Appeals accepted in two subsequent matters. Recommend including the TPEP procedural argument that shortened examination timeline by four months in a similar case.'
25+ hours saved across the engagement. Stronger audit defense built from proven institutional strategies with no repeated mistakes.
Templates from the Best in Each Field.
Access document frameworks contributed by recognized specialists: tax planning attorneys, transfer pricing economists, IRS controversy counsel, international tax advisors, and state and local tax practitioners. Use their guidelines directly inside JR3, or contribute your own to reach thousands of tax professionals.
A growing list of contributors
Specialist templates
Updated regularly
Built for how tax professionals actually work
Institutional Knowledge Scales
Your firm's approach to tax opinions, IRS audit defense strategies, transfer pricing methodologies, transaction structuring memos, state and local tax analyses, and controversy resolution becomes available to every team member in context, as they draft.
Expertise Doesn't Evaporate
When experienced tax counsel transitions or leaves, their knowledge of IRS examiner tendencies, Appeals settlement patterns, code section interpretations, and client structuring histories stays in the system.
Consistency Across Your Team
Every junior applies your firm's standard approach. Every IRS protest letter uses your preferred argument structure. Every tax opinion follows your authority citation framework. Consistency without centralized oversight.
Faster Drafting, Better Outcomes
Juniors produce stronger first drafts by starting from proven structures. Partner review focuses on substance and strategy rather than formatting and organization.
New Hires Learn Faster
New associates have access to institutional knowledge from day one. No painful redline cycles needed to learn your firm's approach.
Enterprise-grade security. Built by attorneys.
Your confidential tax matters, including transaction structuring strategies, IRS audit defense positions, transfer pricing methodologies, and client financial data, deserve the highest security standards. Documents are processed in transit and never stored. Zero-retention architecture, SOC 2 Type II certified, HIPAA compliant, GDPR compliant.
$696B
gross tax gap estimated by the IRS for tax year 2022, the difference between taxes owed and taxes paid on time, driving sustained demand for tax controversy, compliance, and planning counsel
$29B
in recommended additional tax resulting from 505,514 IRS audits closed in fiscal year 2024, underscoring the critical need for efficient, well-documented audit defense and tax controversy representation
$68.2B
global taxation legal services market in 2024, growing at 4.1% annually, reflecting accelerating demand as regulatory complexity, cross-border transactions, and enforcement activity drive businesses and individuals to seek specialized tax counsel
Common Questions
Will this work for our specific approach to tax?
Yes. JR3 applies your actual work: your approach to tax opinions, IRS audit responses, transfer pricing analyses, transaction structuring memos, state and local tax compliance, and controversy resolution. If your firm uses a dual-method approach in transfer pricing defense or applies specific Section 199A frameworks for pass-through entities, JR3 uses that. The system adapts to how you work, not the reverse.
What if JR3 suggests something that contradicts my judgment?
JR3 surfaces patterns and options from your prior work, like which analytical frameworks you've used for similar tax matters. It's a drafting assistant that references your uploaded documents — you always make the final call.
Will our confidential tax matters be stored or used to train public AI?
No. Zero retention. Your confidential tax matters, including transaction structuring strategies, IRS audit defense positions, client financial data, and transfer pricing methodologies, are analyzed in-memory and never stored on servers, never shared, never used to train public models. SOC 2 Type II certified, HIPAA compliant, GDPR compliant.
How long does it take to set up?
Day one. JR3 works inside Word and Google Docs. Week one, it starts learning from your tax matters. Week two, first suggestions surface. No templates to engineer. No workflows to redesign.
Related Document Types
See how tax professionals save 39+ hours per matter
20-minute demo with one of our attorneys. Customized for your firm size and approach. No credit card required. No long-term commitment.