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Due to the complexity of U.S. tax law, even the most experienced practitioners require sophisticated tools to resolve client issues. The Internal Revenue Code has now grown to approximately 4.2 million words and IRS regulations amount to another 12 million words, according to the National Taxpayer Union — an increase of 47% compared to 30 years ago.
For tax professionals navigating this labyrinth of regul ations, staying current while delivering timely client advice has become increasingly demanding.
LexisNexis stepped directly into this challenge earlier this year with the launch of Tolley+ with Protege, an AI-powered tax intelligence platform that brings together more than 1,400 federal, state, local and international tax sources with the conversational AI capabilities of LexisNexis Protégé. Building on the trusted Tolley brand’s success delivering AI-powered tax solutions in the UK, the platform addresses several of the most common tax research issues tax professionals face every day.
Here is how Tolley+ with Protege tackles five common tax research issues that consume valuable billable hours for tax professionals and their colleagues.
Tax professionals need to stay on top of how the IRS has interpreted particular statutory provisions. The traditional approach involves searching multiple databases for temporary and final regulations, Private Letter Rulings (PLR), Technical Advice Memoranda (TAM) and Revenue Rulings, then manually determining which guidance applies to the specific subsection under review.
The Tolley+ with Protege enhanced Federal Code Reporter addresses this time-consuming process by organizing IRS administrative materials at the subsection level, not just the section level. When examining a particular Internal Revenue Code (IRC) subsection, practitioners can immediately access related temporary and final regulations, PLRs, TAMs and Revenue Rulings through intuitive left-hand navigation. This granular organization eliminates the need to sift through guidance applicable to other subsections within the same code section, dramatically reducing research time while increasing confidence that they have identified all relevant administrative interpretations.
When a client calls with an urgent question about digital currency taxation, executive compensation structures or international tax implications, tax professionals need authoritative answers quickly. However, any CPA or tax advisor knows that it’s unacceptable to sacrifice accuracy for speed.
Tolley+ with Protege integrates with the conversational AI capabilities of LexisNexis Protégé, allowing practitioners to ask questions in natural language through the Ask feature. Rather than formulating Boolean search strings and reviewing dozens of results, researchers receive synthesized answers drawn from authoritative sources within the 1,400+ available tax resources. This AI layer helps users to quickly identify relevant materials and understand complex concepts, serving as an efficient starting point for deeper research.
Importantly, these AI capabilities operate within a SOC 2 Type II certified environment with AES-256 encryption, addressing the confidentiality concerns that rightfully make many professional advisors hesitant about using consumer-grade AI tools for client matters.
Tax reform occurs regularly at federal and state levels, requiring tax professionals to advise clients on how statutory changes affect their tax positions. Comparing different versions of the Internal Revenue Code or tax regulations to identify material changes is tedious but essential work.
The Code Compare tool integrated into Tolley+ with Protege enables side-by-side comparison of different statute or regulation versions, highlighting changes and making it immediately clear what language has been added, deleted or modified. This visual comparison tool eliminates manual cross-referencing and reduces the risk of overlooking significant amendments that could impact client advice. For practitioners managing multiple clients affected by the same legislative change, this tool transforms hours of comparison work into minutes.
Tax professionals frequently handle matters outside their primary practice area. A trusts and estates accountant might need to advise on state taxation issues, for example, or a corporate tax professional might confront questions about international tax procedure.
The Tolley+ with Protege Comprehensive Tax Guides provide over 585 chapters of deep-level analysis covering federal income tax, estate and gift tax, international tax and federal tax procedure. These guides include thousands of hypothetical examples, practice insights, drafting checklists, and analytical tools. New statutory analysis checklists break down key IRC sections and subsections, offering structured frameworks for analyzing complex provisions. This can be particularly valuable when working through unfamiliar territory or training junior professionals on new practice areas.
The guides now include expanded content on emerging areas including digital currency taxation, real estate transactions, state taxation issues, and executive compensation and employee benefits, ensuring practitioners have authoritative guidance even in rapidly evolving areas of the tax codes.
Business tax professionals increasingly handle matters involving multiple jurisdictions, such as mergers with state tax implications across several states or international transactions triggering both U.S. and foreign tax considerations. Toggling between different research platforms and ensuring comprehensive coverage across all relevant jurisdictions adds complexity and time to research.
Tolley+ with Protege consolidates federal, state, local and international tax sources within a single platform, eliminating the need to maintain subscriptions to multiple research systems or switch between different interfaces. Visual research tools like Search Term Maps and Search Trees help practitioners quickly assess whether their research has captured relevant materials across jurisdictions or whether they need to conduct additional searches. This consolidated approach reduces research time while providing confidence that multi-jurisdictional matters receive comprehensive analysis.
As tax codes continue to grow in complexity and clients demand faster turnaround times, platforms that combine comprehensive content with intelligent research tools offer meaningful efficiency gains. The key for tax professionals is finding solutions that enhance, rather than compromise, the quality and security standards their practice requires.
For practitioners evaluating whether AI-powered research tools fit their workflow, Tolley+ with Protege offers a practical opportunity to experience how these technologies address real-world research challenges. Learn more about Tolley+ with Protégé or request a free trial today.