Building a Tax Advisory AI Where Accuracy Comes First

Benchmark Human Capital at a glance

Client

Benchmark Human Capital (Benchmark IQ)

Industry

Professional services (PEO, tax advisory and financial advisory)

Problem

Turn the firm's tax expertise into an AI that tax professionals could use as a reference tool.

What TEG built

A tax advisory AI with tax planning and tax resolution personas, plus a login-gated website to offer it from.

How it was tested

Side by side against competing tools on the same realistic tax scenarios, comparing answers and cited IRS sources.

Outcome

A working tax AI and a clear path to market.

Short answer: Benchmark Human Capital worked with The Endurance Group (TEG) on a tax advisory AI for tax professionals. TEG compared it against competing tools on realistic tax scenarios, instructed it to reference the US tax code directly, fed it Benchmark's own tax strategies, and put it behind a login.

The Client

Benchmark Human Capital is a professional employer organization (PEO) that provides HR services for small businesses. Its Benchmark IQ brand covers tax advisory and strategy, financial advisory and CFO services, and accounting. Michael Gazzano is the CEO.

The Challenge

In tax, an answer that sounds right and is wrong is worse than no answer. Benchmark wanted an AI that tax professionals could use as a reference, not one that improvised.

The firm already had the raw material: a library of tax strategies and a tax resolution guide. The goal was to turn it into a tool people could trust and Benchmark could offer to customers.

The Solution

TEG started by measuring. The same realistic tax scenarios went through competing tools, and TEG compared the answers and the IRS sources each one cited. The scenarios included a return checklist for a couple with W-2 jobs, a side business and stock sales, a move from sole proprietorship to LLC, an international expansion, and the home office deduction.

Then TEG built:

• A tax planner persona that builds a taxpayer profile one question at a time and skips what does not apply
• Instructions to reference the US tax code directly and link to online resources
• A tax resolution persona, tested with questions about IRS notices such as the CP14 and CP523
• A knowledge base of Benchmark's own tax strategies, replacing sample plan documents
• Account creation and login on the Benchmark IQ website, so access sits behind a sign-up

The Result

Benchmark ended with a working tax AI, a login-gated website to offer it from and, in Gazzano's words, "a clear strategy for growth." His full statement:

How do you build a tax advisory AI that stays accurate?

Ground it in the tax code and your own strategies, require sources, and test it against realistic scenarios before anyone relies on it. That is how this one was built:

• Tell it to work from the tax code and link to sources
• Feed it your firm's own strategies, not generic or sample material
• Compare it with other tools on the same scenarios, answer by answer
• Position it as a reference for professionals, with a person making the call

See more TEG client results.

Frequently asked questions

Can AI help with tax advisory work?

Yes, as a reference for tax professionals. The Endurance Group built a tax advisory AI with Benchmark Human Capital for that purpose. It has a tax planning persona and a tax resolution persona, is instructed to reference the US tax code directly and link to online resources, and draws on Benchmark's own tax strategies.

How was the tax AI tested for accuracy?

TEG ran the same realistic tax scenarios through Benchmark's AI and competing tools and compared the answers and the IRS sources each one cited.

Can an AI replace a CPA for tax advice?

Benchmark positioned its AI as a reference for tax professionals. Michael Gazzano described it as an invaluable reference tool for tax professionals. It supports professional judgment and does not replace it.