Nelson Isaias Matos - AI Tax Research Built by a Tax Pro

I'm Nelson, and I run my own tax practice. Like many of you, I started using AI tools like ChatGPT, Perplexity, and Claude for tax research. The problem? They kept giving me outdated information, hallucinating tax rules, and providing answers I couldn't trust with my clients' money.

"I needed a tool that was safe, reliable, trustworthy, would not hallucinate, could give exact citations, and wasn't biased — coming straight from the source."

So I built one. This NotebookLM is built on hundreds of IRS publications, forms, instructions, regulations, and practitioner analyses — all organized by risk area and filing relevance. No corporate tax overreach, no internet scraping, just curated IRS guidance for safer AI-driven research.

Think of this as one tax pro passing along their research tool to a friend. It just happens to have a price on it.

OVERVIEW

Hundreds of curated sources, zero hallucinations

Built on IRS publications, forms, instructions, and relevant CPA commentary — not scraped internet answers. Responsibly scoped for individual and small business tax research.

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Curated IRS Sources

Hundreds of IRS publications, forms, instructions, regulations, and practitioner analyses. All updated for the 2025 tax year.

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Exact Citations

Every answer includes direct citations to IRS documents. No guessing, no hallucinations — just reliable guidance you can cite with confidence.

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Safer Than Generic AI

Responses come exclusively from authoritative IRS sources. No internet scraping, no outdated training data, no made-up tax rules.

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Responsibly Scoped

Focused on individual and small business federal tax research. No corporate tax overreach — just the guidance you actually need.

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CPA Commentary Included

Curated relevant CPA analyses and practitioner insights on complex topics like QBI, passive activity rules, and home office deductions.

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Ready to Use

Premium tier gives you immediate access to the pre-built notebook. Start researching in minutes with video guides and custom prompts.

PRICING

Built by a tax pro, priced for tax pros

One-time payment. No recurring fees. Lower cost than a single month of TaxGPT or Bizora. Premium includes lifetime updates when tax laws change — because I'm updating my own research tool anyway.

$397 $597

One time payment

Instant notebook access
All source files (hundreds of PDFs)
Video walkthroughs
Custom prompt library
Lifetime updates
30-day money back guarantee

FAQ

Your questions answered

Common questions about the notebook and how it works.

Generic AI tools scrape the internet and often provide outdated or incorrect tax information. This NotebookLM is built exclusively on curated IRS sources — publications, forms, instructions, and regulations. Every answer includes direct citations so you can verify accuracy. No hallucinations, no internet scraping.

Tax professionals — CPAs, EAs, tax preparers — who need reliable AI research for individual and small business federal tax matters. If you're tired of generic AI giving you bad tax advice, this is for you.

Pay once, own forever. Premium tier includes periodic updates when major tax law changes occur at no additional cost. I'm updating my own research tool anyway, so you'll get those updates too.

Free Guide: PDF introduction to AI tax research and why this approach works.

DIY Package ($147): All source files plus setup instructions to build your own NotebookLM.

Premium Access ($397): Instant notebook access, all files, video tutorials, prompt library, and lifetime updates.

It covers federal business taxes for individuals and small businesses — Schedule C, QBI deduction, business expenses, depreciation, and pass-through entities. It's responsibly scoped and does not include complex corporate tax situations (C-corps, international tax, consolidated returns).

Yes! 30-day money-back guarantee. If you're not satisfied for any reason, email me within 30 days for a full refund. No hard feelings.

AI Tax Research Built on IRS Code, Regulations, and Publications