A second set of expert eyes on your returns, backed by AI powered research and citations.
What this is?
Bizora Advisory Group provides review and backup support for tax professionals who are handling strategy in house and want an experienced second reviewer for compliance sign off and less common strategies. This is not a full outsourced tax practice. It is a scoped, hours based engagement built around your return volume and the specific situations where a second opinion matters most.
This is a white labeled service. Everything goes out under your firm's name, not ours. Your client never sees Bizora. Advisory Group exists to put a credentialed tax professional behind the research and positions Bizora's platform produces, so you can hand a client a memo or a position with full sign off, backed by the same confidence we have in our own product.
What's Included?
• Review and sign off on research, positions, and memos produced through Bizora's platform
• Identification of missing items, inconsistencies, or overlooked positions before they reach a client
• Second opinion on uncommon or higher risk strategies flagged by your team
• Written memo summarizing findings, with citations to source authority, ready to go out under your own letterhead
How Engagements Work?
• Requests are handled asynchronously, with a standard 48 hour turnaround for review items
• Hours are logged per request so usage against your monthly package is always visible
• Overage hours beyond your monthly package are billed at an agreed rate
• Package changes take effect at the start of the next billing cycle, not mid month
We'll start with a short scoping conversation to confirm which package fits your current volume, then set up the shared time log and your first review request. From there, most clients settle into a steady monthly rhythm within the first one or two cycles.