Structure a Tax Research Memo

What You'll Get

A professionally formatted tax research memo documenting the issue, applicable authority, analysis, and conclusion — structured for reviewer sign-off.

The Prompt

Draft a tax research memo with this structure: Issue: [state the tax question]. Client facts: [describe relevant facts — no names or SSNs]. Applicable authority: [cite the IRC section, reg, or ruling]. Analysis: [describe how the authority applies to the facts]. Conclusion: [state the answer]. Format as a formal memo with headers.

Tips

Fill in all the brackets before running — the memo is only as good as the research you've already done in Checkpoint or IRS.gov. This structures your findings into memo format; it doesn't replace the underlying research.