Bizora Inc.

About Bizora Inc.

Bizora Inc. is an enterprise-grade, AI-powered SaaS platform engineered specifically for tax professionals within CPA firms, law firms, and corporate tax departments. It is designed to automate and elevate the most complex and high-stakes aspects of tax research, transaction structuring, and compliance documentation. The platform's core functionality leverages a proprietary, continuously updated database trained on comprehensive primary sources, including the Internal Revenue Code (IRC), Treasury Regulations, IRS rulings, case law, and real-world M&A deal data across all 50 states. Bizora's primary value proposition is its ability to transform days of manual research into seconds of AI-driven analysis, generating step-by-step transaction playbooks, precise tax cost models, and audit-ready documentation. By uploading transaction documents or inputting deal parameters, users receive real-time, citation-backed analysis for complex scenarios such as mergers and acquisitions, corporate reorganizations, and cross-border transactions. Built by a team of tax professionals and AI engineers, Bizora directly addresses the critical needs of accuracy, defensibility, and scalability, enabling firms to reduce manual research time by over one million hours, mitigate risk, and confidently expand their high-margin advisory services while staying current with the rapidly evolving tax landscape.

Features of Bizora Inc.

Precision Tax Intelligence Engine

This core AI engine is trained on a proprietary database of federal, state, and local (SALT) tax authorities, including statutes, regulations, rulings, and case law. It processes complex natural language queries to deliver precise, citation-backed answers and professional-grade research memos. Unlike generic AI, it shows its reasoning path, detailing how sources were connected to reach a defensible conclusion, which is critical for opinion-level research and gray-area tax scenarios where accuracy is paramount.

Automated Document Parsing & Analysis

Bizora's platform allows users to drag and drop files such as Word documents, PDFs, and Excel spreadsheets directly into the system. The AI engine automatically parses these documents to extract relevant tax provisions, financial data, and compliance requirements. This feature eliminates hours of manual document review, ensuring consistent and accurate data extraction from complex M&A agreements, financial statements, and legal contracts, which then feeds directly into the research and analysis workflows.

Step-by-Step Transaction Playbook Generator

For complex transactions like M&A or reorganizations, Bizora generates structured, process-driven workflows. These automated playbooks provide compliance checklists, outline regulatory requirements, and offer strategic insights tailored to the specific deal details. This transforms ad-hoc analysis into a systematic procedure, ensuring no critical step is missed, reducing transactional risk, and accelerating client delivery through organized, repeatable processes.

Multi-Jurisdictional Compliance Coverage

The platform is specifically engineered to handle the intricacies of State and Local Tax (SALT) and international tax regulations. It provides up-to-date guidance on nexus, apportionment, and state-specific rules for all 50 U.S. states, an area where generic tools fail. Furthermore, it supports analysis for cross-border transactions, international structures, and transfer pricing, enabling comprehensive multi-jurisdictional compliance from a single, integrated platform.

Use Cases of Bizora Inc.

Complex M&A Transaction Due Diligence

Tax teams use Bizora to rapidly analyze the tax implications of potential mergers and acquisitions. By inputting deal structures or uploading acquisition agreements, the platform generates detailed tax cost models, identifies potential liabilities, and creates compliance checklists. This accelerates due diligence, provides defensible positions for negotiations, and ensures all tax aspects are thoroughly vetted before closing.

State & Local Tax (SALT) Nexus Research

Professionals grappling with questions about a company's tax filing obligations in new states utilize Bizora's specialized SALT intelligence. The platform provides instant, citation-backed analysis on nexus-creating activities, apportionment rules, and state-specific credits or incentives, helping firms navigate the highly complex and variable SALT landscape with confidence and accuracy.

Defense of Tax Positions During IRS Audits

When preparing for or responding to an audit, practitioners rely on Bizora to quickly generate audit-ready documentation. The platform's ability to produce memos with direct citations to primary sources (IRC, Regs, case law) allows firms to efficiently build and defend their tax positions, demonstrating thorough research and substantiating their conclusions to tax authorities.

Cross-Border Transaction Structuring

For transactions involving international entities, Bizora assists in structuring deals to optimize tax efficiency across jurisdictions. It analyzes relevant treaty provisions, permanent establishment risks, withholding tax obligations, and transfer pricing considerations, providing a consolidated view of the global tax impact to inform strategic decision-making.

Frequently Asked Questions

What primary sources does Bizora's AI use for its research?

Bizora's proprietary database is trained directly on authoritative primary sources. This includes the full Internal Revenue Code (IRC), Treasury Regulations, IRS Revenue Rulings and Procedures, IRS Notices, Announcements, and relevant case law from U.S. tax courts. For state and local tax (SALT), it incorporates statutes, regulations, and guidance from all 50 states. The system does not rely on secondary summaries or unverified internet data.

How does Bizora ensure accuracy for high-stakes tax research?

Accuracy is ensured through a multi-layered approach. First, the AI is trained exclusively on vetted primary source materials. Second, it is built by a team of experienced tax professionals who have curated the knowledge base and defined the reasoning frameworks. Third, the platform is designed to "show its work," providing a transparent reasoning path with specific citations for every conclusion, allowing the tax professional to verify the analysis and its foundations.

Can Bizora handle document-heavy transactions like M&A deals?

Yes, Bizora is specifically designed for document-intensive workflows. Its Automated Document Parsing feature allows users to upload Word, PDF, and Excel files related to a transaction. The AI extracts key financial data, tax provisions, and contractual terms, integrating this information directly into its analysis to generate tailored tax models, compliance checklists, and step-by-step playbooks for the entire deal lifecycle.

Is Bizora suitable for small CPA firms or only large enterprises?

Bizora is built to scale and provides value to firms of all sizes. For smaller firms, it acts as a force multiplier, providing partner-level research capabilities that allow them to compete for complex advisory work without a large in-house research team. For larger enterprises, it standardizes research processes, reduces redundancy, and enables senior professionals to focus on high-level strategy by automating the foundational research and documentation tasks.