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Deep Research

Deep Research for complex tax questions

Bizora breaks your question into parts, reviews each authority independently and puts together a full analysis with citations from every step. Research that used to take hours comes back in minutes, with the reasoning shown.

7-day free trial. No credit card required.

How Deep Research works

Deep Research works through a hard question the way a senior tax advisor would: plan first, then research each piece, then put it together.

  1. STEP 1

    Plan the research

    Bizora breaks your question into sub-questions, one for each issue, authority or jurisdiction involved.

  2. STEP 2

    Research each part

    Each sub-question is researched independently against the IRC, Treasury Regulations, IRS rulings, case law and state codes.

  3. STEP 3

    Synthesize the analysis

    The findings come together in one analysis, with citations from every step of the research.

  4. STEP 4

    Verify and draft

    Open View Steps to check the plan and sources, then turn the answer into a memo or client email in Canvas.

Standard Research vs Deep Research

Standard Research is for quick, cited answers. Deep Research is for full analysis. Bizora routes simple questions to Standard Research automatically; switch to Fast Research for the quickest answer, or to Deep Research whenever an issue needs it. Add Web Search to any question for recent legislation and guidance.

Bizora tax research modes compared
ModeStandard ResearchFast ResearchDeep Research
Best forDay-to-day questions that need a reliable, cited answerStraightforward questions where speed matters mostQuestions that span several authorities or jurisdictions
How it worksOne pass against the primary-authority databaseA single quick pass for one straightforward questionA research plan, sub-questions researched separately, then one synthesized analysis
OutputA cited answerThe quickest cited answerA full analysis with citations from every step
TimeSecondsSecondsMinutes

How Bizora Deep Research is different

General-purpose AI deep research is built to browse the web. Bizora's is built for answers a tax professional can put in a client file.

Bizora Deep Research compared with general-purpose AI deep research
What mattersBizora Deep ResearchGeneral-purpose AI deep research
SourcesA curated database of primary tax authority: the IRC, Treasury Regulations, IRS rulings, case law, treaties and state codesThe open web, where sources and their quality vary
CitationsThe specific section, regulation, ruling or case, at every step of the analysisLinks to web pages, which may summarize other summaries
ReasoningView Steps shows the plan, the sources and how they connectVaries by tool
CoverageFederal, all 50 states, select international regimes and OECD frameworksWhatever the web search returns
Work productDrafts directly to a cited memo or client email in CanvasCopy and reformat by hand

Questions Deep Research is built for

M&A and elections

Qualified stock purchases, §338(h)(10) elections, §1060 allocation and filing deadlines.

Multi-state questions

Nexus, apportionment and credits, researched jurisdiction by jurisdiction.

Cross-border structuring

Treaties, Subpart F, transfer pricing and Pillar Two.

Credits and incentives

Federal and state research credits, §174A and state conformity.

Gray-area positions

Opinion-level questions where the authorities point in different directions.

Use Deep Research wherever you work

Run Deep Research in the Bizora web app, inside Claude or ChatGPT, or in your own tools through the API and MCP server.

Essential

2 Deep Research questions a day

Pro

Unlimited Deep Research

Pinnacle

Unlimited Deep Research, with team training and onboarding

API and MCP

$1.50 per Deep Tax Research request, prepaid credits

Deep Research FAQs

More answers in the Help Center, or see every source in the Knowledge Base.

What is Deep Research in Bizora?

Deep Research is Bizora's mode for complex tax questions. It breaks your question into parts, reviews multiple authorities independently, and puts together a full analysis with citations from each step. Work that used to take hours of manual research comes back in minutes.

How does Deep Research work?

Deep Research builds a research plan, splits the question into sub-questions, researches each against primary authority such as the IRC, Treasury Regulations, IRS rulings and case law, and then synthesizes the findings into one cited analysis. View Steps shows the plan, the sources and the reasoning.

What is the difference between Standard Research and Deep Research?

Standard Research gives you quick, citation-based answers, perfect for when you just need to confirm a code section or regulation. Deep Research goes several layers deeper: it breaks complex questions into steps, reviews multiple authorities, and builds a comprehensive, reasoned answer. Standard Research is for quick, cited answers; Deep Research is for full analysis.

When should I use Deep Research?

Use Deep Research for questions that span several Code sections, regulations, rulings or jurisdictions, such as multi-state nexus, M&A elections, cross-border structuring, or opinion-level and gray-area positions. Bizora routes simple questions to Standard Research automatically, and you can switch to Deep Research when an issue needs full analysis.

How is Bizora Deep Research different from general-purpose AI deep research?

General-purpose deep research tools browse the open web. Bizora's Deep Research draws on a curated database of primary tax authority, cites the specific section, regulation, ruling or case at every step, and shows its reasoning in View Steps so a professional can verify the analysis before relying on it.

Can Deep Research handle multi-state tax questions?

Yes. For multi-state questions, Deep Research breaks the issue into sub-questions for each relevant jurisdiction and synthesizes the findings. Bizora covers income tax in all 50 states plus US territories, and sales and use tax and property tax in all 50 states.

How long does Deep Research take?

Deep Research takes longer than Standard Research because it reviews each authority separately, but a multi-authority analysis that would take hours of manual research typically comes back in minutes.

Can I turn a Deep Research answer into a memo?

Yes. Select Create Memo or Create Client Email and Canvas drafts it from the research, with the citations carried into the draft.

Is Deep Research included in my plan?

The Essential plan includes two Deep Research questions a day. The Pro and Pinnacle plans include unlimited Deep Research. Every plan starts with a 7-day free trial, no credit card required.

Can I use Deep Research through the API?

Yes. Deep Tax Research is available through the Bizora API and MCP server at $1.50 per request from prepaid credits, with no monthly minimum or contract. Each request runs multi-step research across several sub-questions and synthesizes one answer.

Put your hardest tax question to Deep Research.

Cited at every step. 7-day free trial, no credit card required.