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CoCounsel Tax

Thomson Reuters AI assistant for tax professionals with trusted research sources

★ 4.6 / 5.0

Overview

CoCounsel Tax by Thomson Reuters is an AI assistant designed for tax professionals. It enables research on multi-state impacts, retirement optimization, and entity selection in minutes using trusted sources like Checkpoint and IRS. The tool generates technical memos, develops tax projections, and creates multi-year proposals with professional formatting.

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Key Features

  • Multi-state tax research
  • Retirement optimization analysis
  • Entity selection guidance
  • Technical memo generation
  • Tax projections
  • S-corp conversion analysis
  • Partnership structure evaluation
  • Citation-backed recommendations

Pros

  • ✅ Backed by Thomson Reuters authority
  • ✅ Trusted research sources
  • ✅ Professional-grade output

Cons

  • ❌ Higher price point
  • ❌ Steep learning curve

Pricing

Model: paid

Starting at: $199/mo

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Frequently Asked Questions

What is CoCounsel Tax?
CoCounsel Tax by Thomson Reuters is an AI assistant designed for tax professionals. It enables research on multi-state impacts, retirement optimization, and entity selection in minutes using trusted sources like Checkpoint and IRS. The tool generates technical memos, develops tax projections, and creates multi-year proposals with professional formatting.
How much does CoCounsel Tax cost?
CoCounsel Tax starts at $199/mo. The pricing model is paid.
What are the main features of CoCounsel Tax?
Key features include: Multi-state tax research, Retirement optimization analysis, Entity selection guidance, Technical memo generation, Tax projections, S-corp conversion analysis, Partnership structure evaluation, Citation-backed recommendations.

Last updated: 2026-02-23