Proven, practitioner-designed Workflows give your whole team a consistent approach to tax work. Every step is visible, so you’ll know exactly how the work was done.
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Have a return that needs reviewing? Or an agreement that needs analyzing? Whatever’s on your desk, our pre-built Workflows let you skip all the tedious ground work so you can stay focused on strategic decisions.
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Customize deliverables to your client’s tax situation. Whether it’s past returns, agreements, transcripts, notices, or anything else you have on hand, we’ll take it into account.
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We’ll take it from here, reasoning through every step of the work. When judgment calls need to be made, we’ll pause to ask for your input.
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With every step and source visible, Blue J makes reviewing painless. And if there’s anything that needs refining, all you need to do is ask a follow-up to adjust the output. No more endless review cycles, just faster, better client deliverables.
"This will enable us to do more work that is valuable to our clients, not just busy work. We're able to be tax consultants instead of tax preparers."
"This puts another person in your office...It's going to produce a better product, not just time savings.”
"You can spend 2 hours reading a trust agreement and at the end still not get what it's about. Now this can be done in minutes, by anyone in the firm."
Bring consistent, expert-designed processes to the compliance work that runs the firm and the advisory work that grows it.
Cut the manual effort required for individual and partnership return work. Surface issues before filing and give reviewers a stronger starting point during busy season.
You provide:
The return and relevant source documents, such as K-1s, a trial balance, or a partnership agreement.
Blue J delivers:
A client email summarizing the return, technical review notes, cited internal memo, or a PTP adjustment schedule.
Turn an IRS notice into a response package that puts deadlines, supporting authority, and next steps in focus.
You provide:
The notice or letter, along with any supporting documents, including returns or transcripts.
Blue J delivers:
A response plan or draft package including key deadlines, a cited IRS response, and a client email.
Get to the provisions that matter for tax. Shift your efforts from digging through agreements to actually advising on their implications.
You provide:
A partnership, LLC, or trust agreement and relevant client facts.
Blue J delivers:
A structured tax analysis with key clauses, classification conclusions, supporting excerpts, and missing information to follow up on.
Go from reactive compliance to proactive planning with a clearer view of your client’s state tax exposure and obligations, prioritized by risk.
You provide:
Client facts about revenue, business activities, and operations across states.
Blue J delivers:
A state-by-state breakdown of where your client has nexus, which filings they owe, and which states to address first, with supporting authority.
Keep clients informed while freeing more of your time to strengthen client relationships.
You provide:
Meeting notes, tax developments, work performed, and other relevant facts or client context.
Blue J delivers:
A professional, tax-aware draft in the form of a client alert, follow-up email with action items, or billing narrative.
