Research tools

Every research tool, in one place.

AI assistants for open-ended research, deterministic calculators and analyzers for specific questions, filing helpers, and the monitoring feeds that keep it all current.

// Assistants

AI Research Assistants

Conversational research with citations to the RCW, WAC, ETAs, and DOR guidance. Try any assistant free — three questions on us, no account or key needed. Keep going with a free account and your own Anthropic or OpenAI key; client accounts run on our keys.

Washington tax research

Delphi

Broad WA tax research across classifications, exemptions, nexus, refunds, audits, and compliance — every answer cited.

Apportionment specialist

Solomon

Receipts attribution, benefit of the service, the Rule 19402 cascade, throw-out income, and apportionment analysis.

Refund opportunity scout

Scout

Company-specific scans for Washington refund opportunities — exemptions, exclusions, and 2026 law changes, ranked by likelihood.

REET specialist

Oikos

Real estate excise tax research for sales, consideration, exemptions, 1031 exchanges, affidavits, and refund procedure.

DOR website search

Doris

Natural-language search of the official Washington DOR site (and five western-state pilots) to find the right agency page. Free — no account or API key needed.

// Tools

Calculators & Analyzers

Tools for specific questions — no account needed. The Notice Analyzer runs on your own Anthropic key; everything else answers instantly with no key at all.

Apportionment Calculator

Work through Washington receipts-factor apportionment for service income, step by step.

ESSB 5814 Classifier

Check how the ESSB 5814 service-taxability changes affect a specific revenue stream.

Nexus Check

Evaluate Washington nexus and registration obligations from a few questions about your activities.

Analyzer · your API key

Notice Analyzer

Extract key points, citations, deadlines, and recommended next steps from a DOR tax notice.

Credits & Incentives Finder

Surface Washington credits, incentives, and preferential rates your business may qualify for.

Data Center Exemption Wizard

Check eligibility for Washington's data center sales and use tax exemption.

// Filings

Filings & Requests

Structured helpers for the two filings that most often need careful preparation. Public use runs on your own Anthropic key — clients draft through the Filing Desk in their portal on our keys.

Voluntary Disclosure (VDA)

Evaluate voluntary disclosure eligibility, lookback exposure, and penalty relief — and prepare a submission.

Binding Ruling Request

Prepare a letter ruling request when a planned transaction needs certainty from the DOR.

// Monitoring

Updates & Tracking

The feeds that keep the research current.

What's New

DOR guidance changes, special notices, and publications — monitored daily and summarized.

Legislative Tracker

Washington tax legislation with amendments, fiscal notes, summaries, and status changes.

Hot Topics

Deep-dive resource pages on the Washington tax issues people are actively researching now.

// For clients

Client accounts get the full workbench.

Beyond these public tools, clients work in a private portal — the Tax Refund Engine, audit defense workspace, filing desk, compliance tracking, and document vault — with research and document analysis running on our keys, no API key needed.

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