R2 Advisors

Based in McLean, Virginia, R2 Advisors is a boutique accounting firm dedicated to delivering integrated financial solutions that empower leadership, strengthen stability, and ensure long-term business resilience. The firm specializes in complex, high-stakes tax advisory, including international structuring, multi-tier partnership allocations, S corporation redemptions, cross-border reorganizations, rehabilitation credit planning, and IRS representation. As one of their core values, R2 Advisors prides themselves on embracing innovation and leveraging cutting-edge technology to deliver future-ready financial solutions for clients.

Tax Research That Can Keep Up

It was this focus on innovation and technology that first made R2 Advisors consider the shortcomings of their existing suite of tax research tools. Before moving to Blue J, R2 Advisors spread their research efforts across multiple legacy tools, including both Wolters Kluwer CCH Answer Connect and Thomson Reuters Checkpoint. While these tools are built on authoritative resources, arriving at meaningful tax answers when using them was often time-consuming. Especially when dealing with the multi-layered entity structures common for their client base, R2 Advisors had begun to feel their tax research tools were slowing them down. 

As R2 Advisors’ Founder and President, Rose Araghchy, CPA, explained, “When you’re engaging in these complex advisory scenarios, all the shortcomings of your tech stack suddenly become unavoidable. You start to realize that the tech you’re working with isn’t just slowing you down—it’s ultimately preventing you from doing your best work.”

Recognizing that their current suite of solutions didn’t reflect this commitment to client-centric innovation, they set out to reevaluate their choice of tax research solution. 

From Many Tools to One

During the evaluation process, R2 Advisors considered several options, ranging from sticking with the status quo of their current tech stack, to trying out general-purpose AI tools, to building internal decision trees for recurring partnerships and corporate tax issues. But none of these options proved sufficient. Their current stack wasn’t working for a reason. General-purpose AI tools lacked tax-specific expertise. Building out internal decision trees would take more time than it could ever save. Perhaps most importantly, none provided scenario-based analysis with reliable, citable authority—an essential for the complex advisory work R2 provides.

“Speed was important, of course, but we were never willing to sacrifice accuracy in the name of speed. Trust is everything with our clients,” Araghchy adds.

With Blue J, R2 Advisors found a tax research solution that truly supported their work and their commitment to innovation. Employing the latest in generative AI technology, Blue J empowers R2 Advisors to excel in the high-stakes advisory work that sets their firm apart. Now, they can confidently engage in scenario modeling with primary law citations, quickly testing multiple fact variations before selecting a strategy. When working with a client base where entity ownership, allocation provisions, and transaction sequencing can significantly alter the tax result, this citation-backed scenario analysis empowers R2 Advisors to deliver the future-ready financial solutions clients turn to them for. 

Turning Vision into Results

Onboarding was fast, with the team able to use live client work to get up to speed. Getting comprehensive tax answers from Blue J was even faster. Rather than relying on their old sequential method of tax research, they could now run multiple fact variations through Blue J in a single session. R2 Advisors was working more efficiently than they ever had on their previous research solutions, but without sacrificing accuracy, as they knew every conclusion was backed by Blue J’s extensive library of curated tax resources. 

Clients were quick to take notice of R2’s faster, clearer, and more confident recommendations—as well as the financial impact of these recommendations. In one instance, R2 Advisors was able to help a client preserve $850,000 in credits and avoid $400,000 in taxable gain, by testing multiple structures in Blue J before executing the optimal strategy. In total, R2 Advisors estimates that Blue J has directly contributed to $1.5–$2 million annually in client tax savings—plus a 25% reduction in non-billable research hours. 

A Future-Ready Firm 

Currently, R2 Advisors holds a single license for their team, but with this user saving 6–8 hours per week on tax research, more are soon to come. R2 Advisors plans to add multiple licenses and expand their tax research department, enabling the whole firm to deliver better tax answers with Blue J. When considering what Blue J means for the future of the firm, Rose Araghchy returns to R2’s central promise. 

“‘From insight to execution, we help visionaries turn strategy into results.’ That’s R2 Advisors’ promise to our clients. With Blue J, we’re delivering on that promise more than ever before. When I think of the future of the firm, I know there’s so much more room to grow, and I know Blue J is going to be there growing right alongside us.”

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