Empowering Precision in Tax Advisory: How WhippleWood CPAs Leverage Blue J’s AI Platform 

For more than four decades, WhippleWood CPAs has been a trusted partner to Colorado entrepreneurs, high-net-worth individuals, and organizations, delivering personalized tax, assurance, and financial advisory services rooted in deep expertise and genuine human connection. This case study explores how WhippleWood’s collaborative approach and seasoned professionals empower clients to navigate complex decisions with clarity and confidence, whether in a business transition, a real estate exchange, or planning for life’s next chapter. 

Blue J is an AI-powered platform designed specifically for tax professionals. By combining advanced language models with a trusted database and deep domain expertise, Blue J streamlines tax research and analysis. The result is faster, clearer, and more reliable guidance, empowering experts to deliver accurate answers with confidence and efficiency. 

Steve Barkmeier, Director of Tax at WhippleWood, shares: “Blue J is a forward-thinking solution that keeps us ahead of evolving tax issues. Our priority is to equip our professionals with the tools they need to help clients reach their full potential with efficiency and precision. With Blue J, we gain rapid access to accurate insights and authoritative sources, while its drafting features enable us to deliver strategic, well-informed guidance.” 

Mat Armstrong, Vice President of Customer Success at Blue J, adds: “We’re excited to see Blue J in action at WhippleWood CPAs, helping strengthen tax research and enabling precise, strategic advice that drives better client outcomes.” 

About WhippleWood CPAs 

Established more than 40 years ago, WhippleWood CPAs is a Certified Public Accounting firm based in Littleton, Colorado, serving the greater Denver region and beyond. The firm supports a diverse client base—ranging from business owners and nonprofit leaders to high-net-worth individuals—with comprehensive services spanning tax planning and compliance, outsourced accounting, assurance, business valuations, forensic accounting, retirement plan audits, and more. 

About Blue J 

Blue J is the leader in AI-powered tax law research, dedicated to empowering tax experts with groundbreaking insights and efficiency. Founded in 2015, Blue J has rapidly become a trusted partner to tax professionals worldwide, pushing the boundaries of what’s possible in tax research and advisory services. 

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