Introducing Bizora’s AI Prompt Library: Your One-Stop Hub for Tax & M&A AI Prompts
- Adam Tahir
- 2 days ago
- 3 min read
In today’s fast-paced tax and M&A environment, efficiency isn’t just nice—it’s essential. That’s why we’re thrilled to launch Bizora’s AI Prompt Library, a powerful new feature designed to help CPAs, tax professionals, and deal advisors generate production-ready AI prompts in seconds. No more wrestling with boilerplate text or wondering how to structure your request—simply describe your scenario, hit “Generate Prompt,” and watch Bizora craft a tailored instruction complete with placeholders and citations.
Why Prompt Engineering Matters
Effective AI output starts with the right input. In tax research and M&A advisory, ambiguity can lead to incomplete analyses, missed citations, or extra back-and-forth with junior staff. By providing clear, structured prompts, you:
Save time on manual formatting and boilerplate drafting
Ensure accuracy with in-text citations to IRC sections, regulations, and rulings
Empower junior staff with reusable templates they can customize
Standardize deliverables across your firm for consistent quality
What You’ll Find in the Prompt Library
Our library is organized to mirror your workflow, so you can jump straight to the prompts you need most:
Category | Examples |
Tax Memo Generation | “Draft a memo on Section 382 NOL limitations” |
M&A Transaction Structuring | “Outline a step-by-step plan for a §338(h)(10) election” |
Compliance & Audit Prep | “Create a state-nexus checklist for remote employees” |
Financial Modeling & Forecasts | “Build a depreciation forecast under MACRS vs. ADS” |
PE & VC Taxation | “Draft carried-interest analysis under IRC §1061” |
Custom Integrations | “Generate a sample API call to pull a 382 limitation analysis” |
Each prompt card shows a brief description and tags for easy filtering. Click any prompt to reveal:
The full templated instruction you can copy
Input fields with {{placeholders}} to fill in your facts
Pro Tip – with a direct link to paste into your Bizora tax platform
How It Works
Navigate to the Prompt Library
Access the new tab on makemytaxstrategy.com/prompt-library.
Enter Your Scenario
In the search bar, type your question or need (e.g., “Draft an asset-purchase tax comparison”).
Browse Categories
Filter by workflow, outcome, or role to discover pre-loaded templates.
Generate Your Prompt
Hit Generate Prompt and let Bizora’s AI craft the perfect instruction, complete with in-text citations and structured steps.
Copy & Paste
Use the Pro Tip button to jump directly into Bizora’s tax platform and paste your prompt—no formatting hassles.
Real-World Examples
Technical Memo on §355 Spin-Offs
Prompt: “Draft a technical memo analyzing the tax-free requirements under IRC §355 for a divisive spin-off.”
Result: A clear, 5-section memo outline with placeholders for company names, transaction dates, and regulatory citations.
Cross-Border Withholding Checklist
Prompt: “Create a checklist for withholding tax obligations on payments to non-resident service providers.”
Result: A bullet-pointed step plan covering treaty benefits, IRS forms, and state-level variances.
Private Equity Carried-Interest Analysis
Prompt: “Generate due-diligence questions on carried interest taxation under IRC §1061 for a PE fund.”
Result: A tailored questionnaire highlighting holding-period tests, catch-up provisions, and planning opportunities.
Why You’ll Love It
Speed: Go from idea to AI-ready prompt in under 10 seconds.
Accuracy: Every prompt includes guidance for in-text citations to keep your work audit-ready.
Flexibility: Whether you need a memo, model, checklist, or Q&A, there’s a template to match.
Integration: Seamless handoff from prompt generation to Bizora’s tax platform means zero lost context.
Get Started Today
Head over to the new Prompt Library on makemytaxstrategy.com and supercharge your tax research and deal planning with precision-engineered AI prompts. We can’t wait to see what you’ll build!
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